Overview
Connect Square and Xero to start syncing your daily sales transactions and add Square as a payment service to your Xero account. The integration offers two sync options:- Sales and transfer sync
- On a daily basis, the integration will sync a summary of your previous day’s sales data from Square into Xero 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 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.
Before you start
- Sign up for a Square account and a Xero account (if you haven’t already).
- The Square + Xero integration is available in Australia, United Kingdom, Ireland, Canada and United States.
How to setup the integration
- Go to the integration setup page to get started.
- Sign in to your Square account and click Allow to grant all relevant permissions.
- Authenticate your Xero account by clicking the Connect new account button.
- Choose the Xero organisation you want to connect, then click Allow access.
- 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 Xero 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 into Xero.The integration will automatically map sales and payments from Square into Xero by creating the following default accounts:
Default accounts mappingOrder 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 experts that will guide you through the setup. Schedule a call nowSetup mapping tips
Payments
| Property | Description |
|---|---|
| Cash | It is recommended to use a Clearing Account with an account type Current Asset. |
| Square Gift Card | It is recommended to use a Clearing Account with an account type Current Liability. This should match the account previously selected for gift card sales. |
| All other payment types | It is recommended to use a Clearing Account with an account type Current Asset. |
Settlements
| Property | Description |
|---|---|
| Square settlements | Deposits will be synced as Bank Transfers from Square Settlement to the mapped bank account. Select the bank account where Square deposits the payments. |
FAQ
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.
The integration has been built in partnership with Square and Xero 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.
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.
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.
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 cliking 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.
