Card & Cash SalesĪ clearing account is usually a temporary account containing costs or amounts that are to be transferred to another account. Sync date can be set up to 30 days before the current date. A single sales invoice will be generated for your historical sales until today’s date, daily sales invoice generation starts after that. On selecting a historical date, the sync starts immediately. The sales invoice will start generating from the next day. Set the sync date from when you wish to have Zoho Books create daily sales invoices generated for your business from Square. If you are an existing user, you can always migrate your organisation to Square 2.0 by clicking the Upgrade link on your Zoho Books Dashboard. Note: This setting is available only for users who integrate with Square after 1 March 2018. Select your Location from the drop-down.Also note, you will be able to track sales for a single location only. Here, select the location you’ve set up in your square account to configure your settings for tracking sales. Once you have connected to Square, you will be directed to the Square setup page in Zoho Books. Once the connection is successful, you will be directed to the Square set up page in Zoho Books. You will be asked to enter square credentials to connect with Zoho Books.Ĭlick on Allow in the permission page to complete the connection with Zoho Books. On clicking Connect, you will be navigated to the Square login page. To set up Square Integration, navigate to Settings -> Integrations -> Customer Payments and click on Connect placed next to the Square app. You can select the appropriate accounts from your Chart of Accounts or create an account in the setup page to track sales, refunds, square fees, tips and other transactions in Zoho Books. Sync the information from Square Register to accounts in Zoho Books to keep track of the money Square owes you. Historical date can be set to 30 days before the current date. Historical sales data from Square can be pulled in by setting up Square integration.Zoho Books also tracks the amount Square owes you with the Clearing Account in the Banking module. ![]() Zoho Books tracks your sales, refunds, discounts, tips, square fees in separate accounts.Your previous day’s business transaction data from Square POS is created as Sales Invoice on a daily basis.Monitoring Sales Information in Zoho Books with Square.Learn how to sync your Square account with Zoho Books below. Note: This integration is available only for organizations using the U.S., Canada, United Kingdom and Australia editions of Zoho Books. Now all Square sellers can integrate with Zoho Books to help track sales on a daily basis. Square Register serves as a full point-of-sale system for businesses to accept payments, track inventory, and analyze sales data, all in one free app. Record Transactions For Customers/Vendors.
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