Overview
Connect Square and Xero to start syncing your daily sales transactions.
How it works
Connect Square to Xero to automatically create accounting entries for your daily Square 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 format choosing between Summarised, Categorised or by Product.
- Captures all payments transactions including gift cards, tips, tax and Square fees.
Before you start
- Sign up for a Square account and a Xero account (if you haven’t already).
- Sign up for an Amaka account.
How to setup the integration
Go to the Amaka Integrations page and click the New Integration button.
- Select the Square + Xero integration to start the setup wizard.
- Follow the wizard to authenticate your Square and Xero accounts.
- Choose your preferred setup method: Express, Advanced or Guided.
- Choose the features that you wish to enable:
Sales
: Sync your daily sales transactions into Xero.Payments
: Allow your customers to pay your invoices through Square. - Choose the invoices breakdown:
Summarise into one invoice
: Sales from all activated locations will sync to one invoice.Split invoices by location
: One invoice for each activated location. - Select which locations you want to sync.
- Choose your preferred sales invoice format:
Summarised
: Sales totals into an invoice including, tips, fees taxes and more.Categorised
: The invoice will have a line item for each category of products sold.Products
: The invoice will have a line item for each product sold.
Categorised
Summarised
Products
- Follow the steps of the wizard and reach the Scheduler setup.
If you have doubts while you go through the setup, you can close the wizard at any time and contact our integration experts or your trusted accountant/bookkeeper for support. The integration will be saved as a DRAFT automatically.
The integration will automatically map sales and payments from Square into Xero by creating the following default accounts:
Default account mapping (sales integration)| Square account | Account name | Account type | Code |
|---|---|---|---|
| Square Sales (Taxable) | Square Sales (Taxable) | Revenue | SQ-20000 |
| Square Sales (Tax Free) | Square Sales (Tax Free) | Revenue | SQ-20001 |
| Square Discounts (Taxable) | Square Discounts (Taxable) | Direct cost | SQ-30001 |
| Square Discounts (Tax Free) | Square Discounts (Tax Free) | Direct cost | SQ-30002 |
| Square Surcharges (Taxable) | Square Surcharges (Taxable) | Revenue | SQ-20002 |
| Square Surcharges (Tax Free) | Square Surcharges (Tax Free) | Revenue | SQ-20003 |
| Square Fees | Square Fees | Expense | SQ-30003 |
| Tips | Square Tips | Current Liability | SQ-80000 |
| Gift Card | Square Gift Card | Current Liability | SQ-80001 |
| Adjustment | Square Sales (Tax Free) | Revenue | SQ-20001 |
| Square account | Account name | Account type | Code |
|---|---|---|---|
| Cash) | Square Cash Clearing | Current Asset | SQ-60000 |
| All Other Payment Types | Square Other Payment Clearing | Current Asset | SQ-60002 |
| Refunds | Square Refund Payment Clearing | Current Asset | SQ-60003 |
| Card Payments | Square Credit/Debit Clearing | Current Asset | SQ-60001 |
| Square Gift Card | Square Gift Card | Current Liability | SQ-80001 |
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.
Assisted setup where you can schedule a call with one of our integration experts that will guide you through the setup.
Schedule a call nowScheduler
The scheduler allows you to select the date you want to start syncing Square transactions to your Xero file.
- The Advanced settings will give you an option to change the timezone. By default, the timezone is set to your browser’s timezone.
If you have selected today’s date as your sync start date, your transactions won’t appear until tomorrow.
