Integrations and automation
Map Square sales and payouts to the right accounts
Use Square mapping to send sales, fees, and payouts into the right accounts so reconciliation and reporting stay clean.
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.