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Square + Xero setup guide

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Overview of Square + Xero integration

The Square + Xero integration is only available in Australia, United Kingdom, Ireland, Canada and United States.

Connect Square and Xero to start syncing your daily sales transactions and add Square as a payment service to your Xero account.

  • Sales and transfer sync
    • On a daily basis, the integration will sync a summary of your previous day’s sales data into Xero, generating a summarised invoice. Or, opt to sync each Square order into an individual Xero 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 Xero.
  • Payment service
    • Add Square as a Xero payment service and enable your Xero invoices to be paid via Square.

How to set up Square + Xero integration

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

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

  3. Authenticate your Xero account by clicking the Connect new account button.

  4. Choose the Xero 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 configuration 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.

If you have selected today’s date as your scheduled sync start date, your transactions will not appear in Xero 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 Xero.

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

Order components mapping
Order components Preset mappings Supported account types for mapping
Sales Square Sales Revenue/Sales
Discounts Square Discounts Revenue/Sales
Shipping/Delivery Fee Revenue Square Shipping/Delivery Fee Revenue Revenue/Sales
Shipping/Delivery Fee Revenue Discounts Square Discounts Revenue/Sales
Service Charges Square Service Charges Revenue/Sales
Surcharges Square Surcharges Revenue/Sales
Tips Square Tips Current Liability/Liability
Square Gift Cards Square Gift Cards Current Liability/Liability
Adjustments Square Sales Revenue/Sales
Payout components mapping
Payout components Preset mappings Supported account types for mapping
Square Fees Square Fees Expense/Direct Cost
Third Party Fees Square Third Party Fees Expense/Direct Cost
Square Balance Adjustments Square Square Balance Adjustments Expense/Direct Cost/Current Asset
Chargebacks Square Chargebacks Expense/Direct Cost/Revenue/Sales
Square Held Funds Square Held Funds Current Asset
Square Loan Payments Square Loan Payments Current Liability/Liability
Square Credit Card Square Credit Card Bank
Square Automatic Bitcoin Conversion Square Investing Current Asset
Square Redemption Code Income Square Redemption Code Income Revenue/Sales
Payment types mapping
Payment types Preset mappings Supported account types for mapping
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/Liability
Exchange Credit Square Exchange Credit Current Liability/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 + Xero

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

Yes, the Square + Xero integration is available for free to Square and Xero users. Note, the integration does not support Xero Cashbook.

Yes, Square + Xero integration is currently available for Xero customers in Australia, United Kingdom, Ireland, Canada and United States.

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.

Unfortunately at the moment, this feature is not supported, but it is something we are considering for a future release. As an alternative solution, you can manually add a line in the invoice to charge a credit card surcharge.

Go to the Business Tab in Xero and select Bills to Pay. Square Fees sync when Square deposits the payments to your bank account. Bills related to Square Fees have a reference format [Location Name] Square Fees [Date].

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.

Square Balance bank account is a clearing account for the Credit Card takings processed through Square. Be aware that when the Square Balance is deleted or edited from the chart of accounts, the daily sync may fail.

What’s next?

Starting at less than USD 9/month

Let us reconcile your books!

Our Integration Specialists can also take care of reconciling your books.

Amaka managed reconciliation services
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