The mapping step is where the Square integration starts to become financially useful.
Clean mapping makes later reporting and reconciliation much less painful.
Quick facts
Start here
- Sales, fees, and payouts should not all land in one vague holding account.
- Mapping mistakes create long cleanup tails in reconciliation.
- Review mapping any time the payment setup changes.
Step 1: Map the main Square flows
- Open Square Mapping and review where sales, fees, and payout activity should post.
- Use the real chart-of-accounts structure your bookkeeping process expects.
Step 2: Recheck mapping after change
- If the payment setup or clearing workflow changes, revisit the mapping.
- Do not wait until the books look wrong to discover the mapping drift.