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Square + Sage Business Cloud setup guide

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Overview of Square + Sage Business Cloud integration

The Square + Sage Business Cloud integration is only available in the United Kingdom, Canada and Ireland.

Connect Square and Sage Business Cloud 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 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

  1. Go to the Square + Sage dashboard to get started.

  2. Sign in to your Square account and click Allow to grant all relevant permissions.

  3. Authenticate your Sage Business Cloud account by clicking the Connect new account button and follow the wizard.

  4. Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.

  5. 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 Business Cloud 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 Sage Business Cloud.

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

Order 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 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 + Sage Business Cloud

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

Square + Sage integration is currently available in the United Kingdom, Canada and Ireland.

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.

Currently, only Sage Business Cloud Accounting is supported.

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.

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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