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.

What’s next?