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Squarespace + QuickBooks Online setup guide

Overview of Squarespace + QuickBooks Online integration

Connect Squarespace and QuickBooks Online to start syncing your daily sales transactions.

Laura Tien January 13, 2022

How partial refunds work with Squarespace integrations

Overview

  • How to change tax type mapping for partial refunds with a Squarespace accounting integration.

How it works

When processing partial refunds, the tax type cannot be pulled from the source data (Squarespace). The tax type related to the partial refund is preset to a nontaxable tax type but you can change this if you only have one tax rate that can be applied to your products or services. E.g. 10% GST is applied across all products.

Laura Tien January 12, 2022

How fees work with Squarespace integrations

Overview

  • How fees work with the Squarespace accounting integration.

How it works

Squarespace fees may consist of Squarespace transaction fees and processing fees from your chosen payment service provider.

Laura Tien January 12, 2022

Donation blocks in Squarespace integrations

Overview

  • How donation blocks work with the Squarespace accounting integration.

How it works

Use donation blocks to collect donations from visitors to your cause or organization. You can also use them to set up a customized cash gift registry on a wedding website.

Laura Tien January 12, 2022

Gift card mapping with Squarespace integrations

Overview

  • Map Gift Card from the Payment Types section to the sales account in the Squarespace accounting integration.

How it works

Gift Card sales cannot be identified and distinguished separately from normal product sales (ordinarily a Gift Card sale would be mapped to a liability account to reflect the business' future liability to honour the gift card amount). As a result, Gift Card sales are synced to the relevant mapped Sales account (e.g. a Sales Revenue account). It is therefore recommended to also map Gift Card Payments (Gift Card Redemptions) to the same account that Gift Card sales are mapped to, in order to prevent an overstatement of sales.

Laura Tien January 12, 2022

Fitbiz orders best hour

Overview

  • Interpret the Fitbiz orders best hour view
  • Keep track of the hottest orders processing hour today

Available insights

  • Maximum volume of orders processed in 1 hour today
  • Hottest hour time slot (E.g. 2:00 pm - 3:00 pm)

Available filters

  • Day - Week - Month
  • Venue/Location

Insights drill down

Tap the view to enter the drill down view

Laura Tien August 18, 2021

Fitbiz weekday comparison

Overview

  • Interpret the Fitbiz weekday comparison view
  • Compare your weekday trends VS 4 weeks' average and keep track of your weekday performance

Available insights

  • Weekday sales revenue
  • Weekday 4 weeks' average comparison (E.g. Monday VS Previous 4 Mondays)
  • Weekday 4 weeks' average percentage comparison

Available filters

  • Day - Week - Month
  • Venue/Location
  • App sources

Insights drill down

Tap the view to enter the drill down view

Laura Tien August 18, 2021

Fitbiz orders

Overview

  • Interpret the Fitbiz orders views
  • The volume of orders that you processed today VS yesterday

Available insights

  • Volume of orders processed today VS yesterday

Available filters

  • Day - Week - Month
  • Venue/Location
  • App sources

Insights drill down

Tap the view to enter the drill down view

Laura Tien August 18, 2021

Fitbiz top products

Overview

  • Interpret the Fitbiz best selling products view.
  • Fitbiz will update in real time your top 5 best-selling products view. You will be able to keep track of your best-selling products across all your venues and compare trends against the previous trading day.

Available insights

  • Top 5 best-selling products
  • Products name
  • Product sales volume Today VS Yestrday
  • Product sales volume (Yesterday)

Available filters

  • Venue/Location

Laura Tien August 18, 2021

Fitbiz parts of day drill down

Overview

  • Interpret the Fitbiz parts of day drill down view.
  • Morning, afternoon, evening and night trade breakdown of your sales.

Available insights

  • Sales revenue Today VS Yesterday across morning, afternoon, evening and night:
    • 00:00AM - 06:00AM
    • 00:06AM - 12:00PM
    • 12:00PM - 06:00PM
    • 06:00PM - 12:00AM

Available filters

  • Venue/Location

Laura Tien August 18, 2021