Square + MYOB Setup guide

Pamela Calilung
Customer success manager Request support

Overview

Connect Square and MYOB to start syncing your daily sales transactions.
  • Sales
    • On a daily basis, the integration will sync a summary of your previous day’s sales data from Square into MYOB AccountRight or Essentials generating an invoice.
    • You can customise your preferred sales summary view choosing from a wide array of formats.
    • Capture all payment transactions including gift cards, tips, tax and payment fees.
    • Easily reconcile Square sales and payments in MYOB.

Before you start

How to setup the integration

  1. Register or sign in the Amaka dashboard to get started.
  2. Click the New integration button and select Square + MYOB from the integrations list to commence the setup.
  3. Sign in to your Square account by clicking the Connect new account button underneath Square logo. Follow the guided authentication process to grant all relevant permissions.
  4. Authenticate your MYOB account following the same procedure, then click Save + Continue.
  5. Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
  6. Click Save + Continue to finish and activate the integration.

After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.


Express setup
Every day, an invoice with your daily sales summary will be created into MYOB.

The integration will automatically map sales and payments from Square into MYOB by creating the following default accounts:

Scroll horizontally for more.

Account and code mapping
Sales Type Default MYOB Account Name Default MYOB Account Type Default MYOB Account Code Default MYOB Account Tax Code (AU) Default MYOB Account Tax Code (NZ)
Sales Square Sales Income 4-0100 GST S15
Discounts Square Discounts Income 4-0101 GST S15
Shipping/Delivery Fees Square Shipping/Delivery Fees Income 4-0102 FRE Z
Service Charges Square Service Charges Income 4-0103 GST S15
Square Fees Square Fees Expense 6-0100 GST S15
Square Chargebacks Square Chargebacks Expense 6-0101 GST S15
Tips Square Tips Other Current Liability 2-0100 N-T N-T
Gift Card Square Gift Card Other Current Liability 2-0101 N-T N-T
Surcharges Square Surcharges Income 4-0104 GST S15
Adjustment Square Sales Income 4-0100 GST S15
Square Balance Adjustments Square Balance Adjustments Other Current Asset 1-0103 N-T N-T
Payment mapping
Payment Type Default MYOB Account Name Default MYOB Account Type Default MYOB Account Code Default MYOB Account Tax Code (AU) Default MYOB Account Tax Code (NZ)
Card Payments Square Balance Bank 1-0100 N-T N-T
Cash Square Cash Clearing Other Current Asset 1-0101 N-T N-T
Square Gift Card Square Gift Card Other Current Liability 2-0101 N-T N-T
Bank Transfers Square Other Payment Clearing Other Current Asset 1-0102 N-T N-T
Third Party Cards Square Other Payment Clearing Other Current Asset 1-0102 N-T N-T
All Other Payment Types Square Other Payment Clearing Other Current Asset 1-0102 N-T N-T
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Square.
Recommended for professional bookkeepers and accountants.
Guided setup
Schedule a call with one of our integration experts that will guide you through the setup. Schedule a call now

FAQ

Yes! Using our free integration, a summary of your previous day’s sales data is automatically synced from Squaare into MYOB as an invoice. This means you get perfectly reconciled accounts.
Thanks to our partnership with Square, this integration is entirely free of charge.
Of course! If you would like to request a walkthrough or discuss the capabilities of the integration in more detail, you may schedule a support session with one of our integration experts.
Sure, you can select the date that you wish the data to be synced from through the integration scheduler page.
In case you have revoked the access or changed credentials of an account used for an integration, you can easily reconnect it by expanding the options menu and clicking the Reconnect (or Edit) button in the Connected accounts page.
At any time, you can access your Amaka dashboard and disable an integration by either turning it OFF or deleting it entirely. You can follow the instructions here.

Troubleshooting

What’s next?

Need any help?
Need help? Visit our Help desk or Schedule a support session.