Square + Xero setup guide

Pamela Calilung
Customer success manager Request support
This integration is only available for Xero customers in Australia

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
    • 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 Square 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 only available for customers in Australia.

How to setup the integration

  1. Browse the integration setup page 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 setup 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.

After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.


Setup methods

Express setup

Every day, an invoice with your daily sales summary will be created into Xero.

Contacts will be automatically synchronised from Square into Xero.

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

Account and code mapping
Square accountXero accountAccount typeCode
Square Sales (Taxable)Square Sales (Taxable)RevenueSQ-20000
Square Sales (Tax Free)Square Sales (Tax Free)RevenueSQ-20001
Square Discounts (Taxable)Square Discounts (Taxable)RevenueSQ-20002
Square Discounts (Tax Free)Square Discounts (Tax Free)RevenueSQ-20003
Square Surcharges (Taxable)Square Surcharges (Taxable)RevenueSQ-20004
Square Surcharges (Tax Free)Square Surcharges (Tax Free)RevenueSQ-20005
Square FeesSquare FeesExpenseSQ-30000
Square ChargebacksSquare ChargebacksExpenseSQ-30001
TipsSquare TipsCurrent LiabilitySQ-80000
Gift CardSquare Gift CardCurrent LiabilitySQ-80001
CashSquare Cash ClearingCurrent AssetSQ-60000
Card PaymentsSquare balanceBank accountSQ-60000
All Other Payment TypesSquare Other Payment ClearingCurrent AssetSQ-60002
Square Settlements AdjustmentsSquare Settlements AdjustmentsCurrent AssetSQ-60003
TAX Mapping

Scroll horizontally to browse TAX mapping for more countries.

SquareXeroAU
Square Sales (Taxable)Square Sales (Taxable)GST on Income
Square Sales (Tax Free)Square Sales (Tax Free)GST Free Income
Square Discounts (Taxable)Square Discounts (Taxable)GST on Income
Square Discounts (Tax Free)Square Discounts (Tax Free)GST Free Income
Square Surcharges (Taxable)Square Surcharges (Taxable)GST on Income
Square Surcharges (Tax Free)Square Surcharges (Tax Free)GST Free Income
Square FeesSquare FeesGST on Expense
TipsSquare TipsBAS Excluded
Gift CardSquare Gift CardBAS Excluded
AdjustmentSquare Sales (Tax Free)GST Free Income
Account and code mapping
Square accountXero accountAccount typeCode
Square FeesSquare FeesExpenseSQ-30000
Card PaymentsSquare BalanceCurrent AssetSQ-60000
TAX Mapping

Scroll horizontally to browse TAX mapping for more countries.

SquareXeroAU
Square FeesSquare FeesGST on Expense
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 now

Setup mapping tips

Payments
PropertyDescription
CashIt is recommended to use a Clearing Account with an account type Current Asset.
Square Gift CardIt 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 typesIt is recommended to use a Clearing Account with an account type Current Asset.
Settlements
PropertyDescription
Square settlementsDeposits will be synced as Bank Transfers from Square Settlement to the mapped bank account. Select the bank account where Square deposits the payments.

What’s next?

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