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Overview of Square + Sage Business Cloud integration
Connect Square and Sage Business Cloud to start syncing your daily sales transactions.
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Sales and transfer sync
- 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 reconcile Square sales and payments in Sage.
How to set up Square + Sage Business Cloud integration
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Go to the Square + Sage dashboard to get started.
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Sign in to your Square account and click Allow to grant all relevant permissions.
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Authenticate your Sage Business Cloud account by clicking the Connect new account button and follow the wizard.
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Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
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Click Save + Continue to finish and activate the integration.
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 Sage Business Cloud.
The integration will automatically map sales and payments from Square into Sage Business Cloud by creating the following default accounts:
Default accounts mappingOrder components mapping
| Order components | Preset mappings | Valid account types |
|---|---|---|
| Sales | Square Sales | Sales/Other Income |
| Discounts | Square Discounts | Sales/Other Income |
| Shipping/Delivery Fee Revenue | Square Shipping/Delivery Fee Revenue | Sales/Other Income |
| Shipping/Delivery Fee Revenue Discounts | Square Discounts | Sales/Other Income |
| Service Charges | Square Service Charges | Sales/Other Income |
| Surcharges | Square Surcharges | Sales/Other Income |
| Tips | Square Tips | Current Liability |
| Square Gift Cards | Square Gift Cards | Current Liability |
| Adjustments | Square Sales | Sales/Other Income |
Payout components mapping
| Payout components | Preset mappings | Valid account types |
|---|---|---|
| Square Fees | Square Fees | Direct Expenses/Overheads |
| Third Party Fees | Square Third Party Fees | Direct Expenses/Overheads |
| Square Balance Adjustments | Square Square Balance Adjustments | Current Assets/Direct Expenses/Overheads |
| Chargebacks | Square Chargebacks | Direct Expenses/Overheads/Sales/Other Income |
| Square Held Funds | Square Held Funds | Current Assets |
| Square Loan Payments | Square Loan Payments | Current Liability |
| Square Redemption Code Income | Square Redemption Code Income | Sales/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 | Current Asset |
| Square Gift Card | Square Gift Card | Current Liability |
| Exchange Credit | Square Exchange Credit | Current Liability |
| Third Party Cards | Square Other Payment Clearing | Current Asset |
| Other | Square Other Payment Clearing | Current Asset |
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Square.
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 nowFAQ on how to set up Square + Sage Business Cloud
Find answers to the most frequently asked questions about this integration.
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.