Been searching for something like this for months. Our Shopify store processes 500+ orders monthly and this handles everything perfectly. Date formats, tax columns, refunds - all correct.
Square to Xero Integration — Convert Transactions to Bank Statement CSV
or drop .csv, .xls, .xlsx files here
or
Invoice import blocked if Sales Tax enabled in QBO
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Xero Bank Statement Format
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What Our Users Say
works good, wish it had batch mode
I was spending 4-5 hours every month reformatting exports manually. This tool paid for itself in the first use. The preview feature helped me verify the mapping before paying.
exactly what i needed thx!!
Super straightforward. Upload, convert, download. No account needed which is nice. Would give 5 stars if they add Xero support.
saved me hours of work
My accountant was so happy when I sent her the converted file. No more back-and-forth about date formats or missing columns. Everything imported correctly on first try.
fast and easy 10/10 would recommend
Been using this for 6 months for monthly reconciliations. Handles all the edge cases - partial refunds, multi-line orders, currency conversions. Very reliable tool.
Good tool, does what it says. Interface could be bit better but conversion quality is excellent. Using it for my 3 Shopify stores.
Switched from A2X to this. Way simpler for my needs - I don't need real-time sync, just clean data once a month. This delivers exactly that.
finally!! something that works with QB desktop!!
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Ready to convert your own data?
Bridge the gap between Square POS and Xero accounting. Convert transaction exports to Xero-ready bank statement CSVs for seamless clearing account reconciliation.
No API required
Browser-based processing
Run on Google Cloud Platform
How It Works
1
Export from Square
Dashboard → Transactions → Export CSV for your date range
2
Upload & Configure
Upload CSV, select region, and choose single or two-line mode
3
Preview & Verify
Review converted transactions, check totals match
4
Import to Xero
Import to Square Clearing bank account for reconciliation
Your Data is Safe
Bank-Level Security
256-bit SSL encryption. Same standards as major financial institutions.
No Data Storage
Files are processed directly in browser. No calls to our servers.
GDPR Compliant
Full EU data protection compliance. Your privacy rights protected.
Field Mapping
How Square Transactions fields map to Xero Bank Statement
| Square Transactions | Source Value | Xero Bank Statement | Target Value | Note | |
|---|---|---|---|---|---|
Date |
2026-01-15 |
→ | Date |
2026-01-15
|
Transaction date |
Total Collected |
102.20 |
→ | Amount |
102.20
|
Gross amount charged (single mode: Net Total) |
Fees |
-2.90 |
→ | Amount |
-2.90
|
Processing fees (two-line mode only, negative) |
Customer Name |
John Smith |
→ | Payee |
John Smith
|
Customer name or 'Square Sale' |
Transaction ID |
abc123def456 |
→ | Reference |
abc123def456
|
Unique transaction identifier |
Description |
In-store purchase |
→ | Description |
In-store purchase
|
Sale description with card info |
Data Transformation
Each Square transaction becomes 1 or 2 bank rows depending on mode
Input
Square Transaction
One POS transaction with sales, fees, tips, taxes
Key columns:
Transaction ID,
Date
1:N — One input row creates multiple output rows
Output
Xero Bank Line
1 or 2 rows per
input
CR
Sale Line
Money received from customer
DR
Fee Line (two-line mode only)
Square processing fee (negative)
Net Total = Total Collected + Fees (fees are negative)
Why Square Doesn't Integrate Directly with Xero
The Integration Gap
Square's native Xero integration has limitations: it may not import historical data,
lacks granular control over GL mapping, and struggles with complex scenarios like
split tenders, gift cards, and multi-location tax jurisdictions. Many accountants
need a CSV-based approach for proper financial control.
The Clearing Account Architecture
Professional accounting for Square requires a clearing account workflow:
Square Clearing Account (asset) receives all card transactions, Real Bank Account
receives actual deposits 1-2 days later, and you reconcile by matching clearing
to bank when deposits arrive. Our two-line mode separates Sales from Fees, giving
you accurate expense tracking and proper revenue recognition.
Common Bank Statement Import Errors
Issues you might encounter when importing Transactions Export data to Bank Statement - and how we solve them
Cash Transactions in Clearing
Cash doesn't flow through Square to bank
Enable 'Exclude cash transactions' option
Cash should go to separate Cash on Hand account
Fees Have Wrong Sign
Square exports fees as negative, Xero needs negative for outflows
We preserve the negative sign automatically
Check that fee rows show negative amounts
Transaction vs Deposit Date
Bank shows deposit on different day than transaction
This is normal - Square batches daily, deposits next day
Match by Deposit ID or batch deposits together
Gift Card Recorded as Revenue
Gift card sales are liability, not revenue
Enable gift card detection for proper handling
Post to Gift Card Liability account, not Sales
Why Use This Tool?
Clearing Account Ready
Creates bank feed for Square clearing account reconciliation workflow.
Fee Separation
Optional two-line mode splits sales from processing fees for expense tracking.
Cash Filtering
Exclude cash transactions that don't flow through Square to bank.
Regional Date Formats
Automatic date formatting for UK, US, AU, NZ, and EU Xero organizations.
Batch Processing
Handles large exports with automatic batching for Xero's 1,000 row limit.
Browser Privacy
All processing happens locally. Your financial data never leaves your device.
Frequently Asked Questions
Single-line shows the Net Total (what hits your bank). Two-line separates the Sale (gross amount) from the Fee (Square processing charge), letting you track fees as a separate expense.
Cash payments don't go through Square's payment processing—they go straight into your cash drawer. Only card payments flow to your bank via Square. Excluding cash keeps your clearing account accurate.
Create a new bank account in Xero named 'Square Clearing' (type: Bank). Import these converted transactions there. When Square deposits to your real bank, transfer from Clearing to Bank to reconcile.
Tips and taxes are included in the Total Collected amount. For detailed tip/tax tracking, use the two-line mode and set up separate manual journals for the daily summary.
Gift card sales appear as regular transactions. For proper GAAP accounting, gift card sales should be posted to a liability account (deferred revenue), not sales. This requires manual adjustment.
Square bundles transactions and deposits next-day. Transaction dates and deposit dates differ by 1-2 business days. Match by date range, not individual transactions.
Square → Xero Data Ecosystem
All available data flows from Square to Xero
Square
Customers Export
Customer directory with contact info, addresses, and purchase history
→
Xero
Contact
Customer or supplier contact records
Given Name + Family Name → Name
Email Address → EmailAddress
Given Name → FirstName
Square
Transactions Export
Payment transactions with fees, tips, taxes, and settlement data
→
Xero
Bank Statement
Bank transactions for reconciliation
Date → Date
Total Collected → Amount
Fees → Amount
Square
Transactions Export
Payment transactions with fees, tips, taxes, and settlement data
→
Xero
Sales Invoice
Sales invoices for accounts receivable (B2B, payment terms)
Transaction ID → InvoiceNumber
Date → InvoiceDate
Date + terms → DueDate