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 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.
How to set up Square + MYOB integration
Register or sign in to the Amaka dashboard to get started.
Click the New integration button and select Square + MYOB from the integrations list to commence the setup.
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.
Authenticate your MYOB account following the guided authentication process, then click Save + Continue.
Click Save + Continue to finish and activate the integration.
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
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:Default accounts mapping
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|
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Square.
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.