Transaction type mapping for Square + Xero integration


  • The integration has a default set of accounts that are automatically created and mapped using the Express Setup.
  • You may customise the mapping and map existing Xero accounts using the Advanced Setup.

How it works

Proceeding with Express Setup, the integration will automatically create and map the following default set of accounts to the Square transaction types.

Default accounts

Transaction Type Account Name Account Type Account Number/SKU Account Type Filtering
Sales Square Sales Income SQ-2000 Income, Other Income
Discounts Square Discounts Income SQ-2001 Income, Other Income
Shipping/Delivery Fees Square Shipping/Delivery Fees Income SQ-2002 Income, Other Income
Service Charges Square Service Charges Other Current Liability SQ-8003 Other Current Liability
Tips Square Tips Other Current Liability SQ-8000 Other Current Liability
Gift Cards Square Gift Cards Other Current Liability SQ-8001 Other Current Liability
Adjustments Square Sales Income SQ-2000 Income, Other Income
Square Fees Square Fees Expenses SQ-3000 Expenses, Other Expense
Chargebacks Square Chargebacks Expenses SQ-3001 Expenses, Other Expense
Square Card Square Card Bank SQ-0001
Square Balance Adjustments Square Balance Adjustments Other Current Liability SQ-8004 Other Current Liability

Set up using Amaka’s default accounts

If you want to set up your integration with Amaka’s default accounts, please follow the steps below:

  1. Open the integration settings.

  2. On the left navigation panel, click Features.

  3. Select Express Setup.

  4. Click Save + Continue and a pop-up message will appear.

  5. If you agree with the default accounts creation, click Continue and the integration will start creating the accounts for you.

Continue with the rest of the mapping to finish the setup. If you want to view the transaction type mapping, follow the steps below from 2-5 and then click Accounts from the left navigation panel.

Set up using your existing accounts in Xero

You can customise the mapping and use your own set of accounts.

  1. Open the integration settings.

  2. On the left navigation panel, click Features.

  3. Select Advanced Features option and click Save and Continue.

  4. A pop-up message will appear. Click Continue and the Square Payments clearing account will be created. This is the only account that will be created when you proceed with the Advanced Features.

  5. Set up the General Settings and click Save + Continue.

  6. Click the dropdown to map the appropriate Xero account for each transaction type. The accounts shown in the dropdown are filtered to avoid incorrect mapping and complexity.

  7. You may choose to Summarise or Categorise your sales by product or category.

  8. Click Save + Continue.

If you need a guide in setting up your own accounts in Xero, please refer to the default accounts table. Make sure that you set the correct account type in Xero so they will appear on the dropdown options.

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