Documentation

Start integrating with Amaka's products and tools.

Squarespace + QuickBooks Online setup guide

Overview of Squarespace + QuickBooks Online integration

Connect Squarespace and QuickBooks Online to start syncing your daily sales transactions.

  • Sales sync
    • On a daily basis, the integration will sync a summary of your previous day’s sales data from Squarespace into QuickBooks Online generating an invoice.
    • Map transactions to your preferred accounts from the chart of accounts.
    • Capture all payment transactions including gift cards, tips, tax and payment fees.
    • Easily reconcile deposits into the clearing accounts.

How to set up Squarespace + QuickBooks Online integration

  1. Register or sign in to the Amaka dashboard to get started.

  2. Click the New integration button and select Squarespace + QuickBooks Online from the integrations list to commence the setup.

  3. Sign in to your Squarespace account by clicking the Connect new account button underneath Squarespace logo. Follow the guided authentication process to grant all relevant permissions.

  4. Authenticate your QuickBooks Online account following the guided authentication process, then click Save + Continue.

  5. Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.

  6. 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 QuickBooks Online 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 QuickBooks Online.

The integration will automatically map sales and payments from Squarespace into QuickBooks Online by creating the following default accounts:

Account mapping
Transaction Type QuickBooks Online Account and Product Name Account Type Account Code
Sales Squarespace Sales Income SS-2000
Discounts Squarespace Discounts Income SS-2001
Shipping/Delivery Fees Squarespace Shipping/Delivery Fees Income SS-2002
Shipping Delivery Fees Discounts Squarespace Discounts Income SS-2001
Squarespace Fees Squarespace Fees Expense SS-3000
Donations Squarespace Donations Other Current Liability SS-8001
Adjustments Squarespace Sales Income SS-2000
Payment mapping
Payment Type QuickBooks Online Account Account Type Account Code
Stripe Squarespace Stripe Clearing Other Current Asset SS-6000
PayPal Squarespace PayPal Clearing Other Current Asset SS-6001
Gift Card Squarespace Sales Income SS-2000
All Other Payment Types Squarespace Other Payment Clearing Other Current Asset SS-6002
Tax account mapping (for US only)

Setting up with Express, Squarespace taxes are mapped to the preset account called Squarespace Collected Taxes. The total tax amounts for each tax rate are synced into separate line items and mapped to this current liability account.

QuickBooks Online Account Account Type Account Code
Squarespace Collected Taxes Account Type SS-8002
Advanced configuration

The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Squarespace.

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 Squarespace + QuickBooks Online

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

Yes! Using our free integration, a summary of your previous day’s sales data is automatically synced from Squarespace into QuickBooks Online as an invoice. Amaka’s Squarespace accounting integration works on Simple Start, the lowest tier plan available for QuickBooks Online.

Forever free plan available. Visit our pricing page to find out more about premium features.

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.

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.

What’s next?

Tagged
Was this article helpful?