Square + Sage Accounting Setup Guide

Pamela Calilung
Customer success manager Request support
Square + Sage Accounting integration is 100% free of charge!

Overview

Connect Square and Sage Business Cloud to start syncing your daily sales transactions.

  • On a daily basis, the integration will sync a summary of your previous day’s sales data from Square into Sage, 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 Square fees.
  • Easily match Square deposits and reconcile other payment methods into clearing accounts.

Before you start

How to setup the integration

  1. Browse the integration setup page to get started.
  2. Sign in to your Square account and click allow to grant all relevant permissions.
  3. Authenticate your Sage account by clicking the Connect new account button.
  4. Choose the Sage organisation you want to connect, then click Allow access.
  5. Click Save + Continue to accept Amaka’s terms and conditions.
  6. Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
  7. 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 in Sage.

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

Transaction Type Mapping
Transaction Type Account Name Category
Sales Square Sales Sales
Discounts Square Discounts Sales
Shipping/Delivery Fee Revenue Square Shipping/Delivery Fee Revenue Sales
Service Charges Square Service Charges Sales
Surcharges Square Surcharges Sales
Square Fees Square Fees Overheads
Chargebacks Square Chargebacks Overheads
Tips Square Tips Current Liability
Gift Card Square Gift Card Current Liability
Square Balance Adjustments Square Balance Adjustments Current Assets
Payment Type Mapping
Payment Type Account Name Category
Square Payments Square Balance Bank
ACH Payments Square Balance Bank
Afterpay (Buy Now, Pay Later) Square Balance Bank
Cashapp Square Balance Bank
Cash Square Cash Clearing Current Assets
Other Payments Square Other Payments Clearing Current Assets
Gift Card Square Gift Card Current Liability
Exchange Credit Square Exchange Credit Current Liability
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

Square + Sage integration is currently available in the United Kingdom, Canada and Ireland.
The integration has been built in partnership with Square and Sage and it is 100% 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.
Yes, Square payouts are synced as bank transfers so you can easily match them to your Square deposits (appearing in your bank statement). Square fees and other Square settlements are also accounted for so you get a complete breakdown of your total Square collections. You can find the Square fees and Square other settlements synced as Other Payments or Other Receipts within the Square Balance account (a bank account automatically created by the integration as a clearing account for Square payments).
The integration filters the accounts for each transaction and payment type. If you cannot find the account that you are trying to map, try checking the account category of the account. You can refer to default accounts mapping for the account categories appropriate to the transaction or payment type. In case the account category is appropriate to the transaction you are trying to map, try checking the visibility of the account. You may need to tick the visibility for Sales, Other Payments and Other Receipts. Click here to find out more.
Sure, you can select the date that you wish the data to be synced from through the integration scheduler. You can backdate the sync up to one year.
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 on 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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