The Square + Sage integration is available in United Kingdom, Canada and Ireland.
Overview of Square + Sage sales and transfer sync
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, or opt to sync each Square order into individual Sage invoices.
- 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.
Before you start
- Sign up for a Square account and a Sage account (if you haven’t already).
How to setup the integration
- Register or sign in to the Amaka dashboard to get started.
- Click the New integration button and select Square + Sage from the integrations list to commence the setup.
- Sign in to your Square account by clicking the Connect new account button underneath the Square logo. Follow the guided authentication process to grant all relevant permissions.
- Authenticate your Sage account by clicking the Connect new account button.
- Authenticate your Sage account following the same procedure, then click Save + Continue.
- Click Save + Continue to accept Amaka’s terms and conditions.
- Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
- 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 Sage until tomorrow.
If you need asssistance, you can close the wizard at any time and schedule a support session with one of our integration experts or contact your trusted accountant/bookkeeper for support. The integration will be saved as a DRAFT automatically.
Setup methods
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:
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.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 nowFAQ
Currently, only Sage Business Cloud Accounting is supported.
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.
Yes, Square payouts are synced as bank transfers to your Square Checking. Square fees and other square settlements are also accounted for so you get a complete breakdown of your total Square Collections.
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. 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.
