Use Square + Xero? Make sure you do this before 30 November ">

Use Square + Xero? Make sure you do this before 30 November

Jess Kitchin - Marketing Manager

By Jess Kitchin

November 19, 2021

Beyond payments, Square offers a suite of tools to get any job done, like point-of-sale, eCommerce, pickup and delivery, online scheduling, marketing, and more. With the latest round of updates the new integration is far superior than the original, making creators Amaka and Xero make the decision to completely retire the original. 

If you use Square + Xero in your business, you will need to update and move across to the new integration BEFORE 30 November 2021. Xero will be retiring the old integration with Square due to the rollout of this “new and improved” one, so make sure to change across NOW to avoid any downtime or interruptions in data imports.  

If you use Square + Xero in your business, you will need to update and move across to the new integration BEFORE 30 November 2021.  

What is new with this integration? 

This new integration has a lot of great improvements which will provide a more seamless experience for users. Amaka, one of Xero’s app partners, has built this to get rid of the need to manually encode sales, fees and provides the ability to easily reconcile Square sales in Xero capture point-of-sale transactions, and accept Square payments on Xero invoices. 

These features streamline the ability to reconcile Square sales in Xero along with capturing point-of-sale transactions, and accepting Square payments on Xero invoices. 

Why do I need to completely reconnect? 

Because this integration is far superior to the original, Square decided that it will no longer support the current integration. If you do not update the integration before then, you could have issues with data imports and downtime. 

How do I reconnect? 

 The new app and transition is free, fast to set up and easy to use - Don’t worry! Here’s what you need to do:  

  1. Get your Xero and Square login details handy 
  2. Check out the Xero Support article to check out some additional steps you may need to complete. 
  3. Visit the Square + Xero integration page & Sign in with your Square account. 
  4. Follow the instructions to authenticate your Xero account and complete the setup. This includes sections to select your preferred set up, invoice breakdown, invoice format, mapping and scheduler options. 
  5. In the final step, you can agree to deactivate your old integration. We strongly suggest doing this, to avoid duplication of Square data in Xero (it won’t impact the data that’s already there). 
  6. Check out the new Square + Xero Setup guide for further details.

It’s important to reconnect by 30 November to make sure your data flows into Xero uninterrupted. 

Square + Xero 

Once you're all set up, you should be all ready to go! Your daily Square transactions will be automatically imported, summarised, and populated to the appropriate account within Xero’s general ledger. 

  • Accept online payments for Xero invoices - Create an online invoice in Xero and email it to your customer. They will have the option to pay it instantly via Square. 
  • See your sales data at a transactional level - You’ll get a daily Square sales summary in Xero. Customize it by choosing from a wide array of formats. Captures gift cards, tips, surcharges, and relevant taxes for easy reporting.
  • Reconcile bank deposits easily by automatically separating out fees - Because Xero automatically creates bank rules when you connect your Square account, any processing fees from Square are assigned to a fees account. 

Need help? 

If you have any questions or need assistance with the update of your integration, please get in touch with us. We have a team of Xero Advisors ready to help you out. 

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Jess Kitchin - Marketing Manager

About Jess

Marketing Manager

Jess is our marketing gal for all Trekk offices, locations, and projects. There's usually a large buzz of projects and activities across all the offices that she's juggling too kick our marketing goals! Jess has a Bachelor in Business (Management & Marketing), and outside of work she's a bit of a book-worm, often challenging herself to read a book a week. Her favourite genres are historical fiction, psychological thrillers and fantasy.  

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