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Square + MYOB setup guide

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Overview of Square + MYOB integration

Connect Square and MYOB to start syncing your daily sales transactions.

  • Sales and transfer sync
    • On a daily basis, the integration will sync a summary of your previous day’s sales data from Square into MYOB AccountRight or Business (New Essentials), generating a summarised invoice. Or, opt to sync each Square order into an individual MYOB 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.

How to set up Square + MYOB integration

  1. Register or sign in to 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 guided authentication process, then click Save + Continue.

  5. Follow the wizard to choose your preferred configuration 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.

If you have selected today’s date as your scheduled sync start date, your transactions will not appear in MYOB until tomorrow.

Configuration methods

At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.

Express configuration

Every day, an invoice with your daily sales summary will be created in MYOB.

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

Order components mapping
Order components Default mappings Valid account types
Sales Square Sales Income/Other Income
Discounts Square Discounts Income/Other Income
Shipping / Delivery Fee Revenue Square Shipping / Delivery Fee Revenue Income/Other Income
Shipping / Delivery Fee Revenue Discounts Square Discounts Income/Other Income
Service Charges Square Service Charges Income/Other Income
Surcharges Square Surcharges Income/Other Income
Tips Square Tips Other Current Liability/Other Liability
Square Gift Cards Square Gift Cards Other Current Liability/Other Liability
Adjustments Square Sales Income/Other Income
Payout components mapping
Payout components Preset mappings Valid account types
Square Fees Square Fees Expense/Other Expense
Third Party Fees Square Third Party Fees Expense/Other Expense
Square Balance Adjustments Square Square Balance Adjustments Cost of Sales/Expense/Other Current Asset
Chargebacks Square Chargebacks Expense/Other Expenes
Square Held Funds Square Held Funds Other Current Asset
Square Loan Payments Square Loan Payments Other Current Liability/Other Liability
Square Redemption Code Income Square Redemption Code Income Income/Other Income
Payment types mapping
Payment types Preset mappings Valid account types
Card payments Square Balance Mapping is disabled*
Wallet Square Balance Mapping is disabled*
AfterPay Square Balance Mapping is disabled*
ACH Payments Square Balance Mapping is disabled*
Cash Square Cash Clearing Other Current Asset
Square Gift Card Square Gift Card Other Current Liability/Other Liability
Exchange Credit Square Exchange Credit Other Current Liability/Other Liability
Third Party Cards Square Other Payment Clearing Other Current Asset
Other Payment Tyoes Square Other Payment Clearing Other Current Asset
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 Specialists that will help you decide on the best configuration method for you and guide you through the setup.

Schedule a call now

FAQ on how to set up Square + MYOB

Find answers to the most frequently asked questions about this integration.

Yes! Using our integration, a summary of your previous day’s sales data is automatically synced from Square into MYOB as an invoice. This means you get perfectly reconciled accounts.

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.

What’s next?

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