What Square export file format does this tool accept?

This tool accepts Square Transactions CSV files. Export from Square and upload the CSV file directly.

Can I convert Square CSV to Xero Invoice?

Yes, this tool converts Square Transactions CSV exports directly to Xero Invoice CSV format compatible with Xero Invoice.

How do I import Square transactions to Xero Invoice?

Export your transactions from Square, upload the CSV file to this converter, then import the converted file to Xero Invoice.

Square Transactions to Xero Invoices — Detailed Accounting Export

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Xero Invoice CSV Format

valid rows

Create individual Xero invoices from Square POS transactions. Full accrual accounting with fee tracking, tips separation, and customer mapping.

No API required

Browser-based processing

Run on Google Cloud Platform

Sample Transactions

Example Square transactions export

Download

Tool Rating

4.5 / 5 (178 votes)

How It Works

Export from Square

Dashboard → Transactions → Export CSV

Configure Options

Select region, account codes, and line item preferences

Preview Invoices

Review converted invoices and line items

Import to Xero

Upload to Xero: Accounting → Sales → Invoices → Import

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 Invoice

Square Transactions	Source Value		Xero Invoice	Target Value	Note
`Transaction ID`	`abc123def456`	→	`InvoiceNumber`	`abc123def456`	Unique invoice identifier
`Date`	`2026-01-15`	→	`InvoiceDate`	`2026-01-15`	Transaction date converted to regional format
`Customer Name`	`John Smith`	→	`ContactName`	`John Smith`	Customer name or 'Square Customer'
`Total Collected`	`102.20`	→	`UnitAmount (Sale)`		Gross sale amount
`Fees`	`-2.90`	→	`UnitAmount (Fee)`		Processing fee as expense (negative)
`Tip`	`5.00`	→	`UnitAmount (Tip)`		Gratuity amount (optional line)

Data Transformation

Each Square transaction becomes 1-3 invoice lines

One POS transaction

Key columns: Transaction ID, Date, Total Collected

1:N — One input row creates multiple output rows

CR Sale Line Revenue from sale

DR Fee Line (optional) Processing fee expense (negative)

CR Tip Line (optional) Gratuity (if tracked separately)

Why Use Invoice Format for Square Transactions

Accrual Accounting Requirements

For full accrual-basis accounting, you need each transaction recorded as a receivable with detailed line items. Bank statement format is simpler but doesn't provide the same level of detail and audit trail.

Fee and Tip Tracking

Invoice format lets you track processing fees as separate expense lines, separate tips from sales for proper categorization, and map each component to the correct GL account. Use Invoice format for detailed line-item tracking; use Bank Statement format for simpler clearing account reconciliation workflows.

Common Sales Invoice Import Errors

Issues you might encounter when importing Transactions Export data to Sales Invoice - and how we solve them

Invalid Date Format

Xero rejects dates not matching your organization's format

2026-01-15

15/01/2026 (UK) or 01/15/2026 (US)

Select your Xero region for correct date format

Re-process with correct region selected

Duplicate Invoice Number

Invoice numbers must be unique in Xero

TXN001 (already exists)

SQ-TXN001 (with prefix)

Enable invoice prefix to avoid conflicts

Delete existing invoices or use different prefix

Fee Posted to Wrong Account

Processing fees should go to expense account, not revenue

Fee posted to Sales (200)

Fee posted to Processing Fees (404)

Configure separate fee account code

Review account mapping in Xero after import

Why Use This Tool?

Per-Transaction Invoices

Each Square transaction becomes a complete Xero invoice with unique number.

Fee Line Items

Processing fees posted as separate expense lines for accurate cost tracking.

Tip Separation

Optional separate line items for gratuities and tips.

Custom Account Mapping

Configure sales, fee, and tip account codes to match your chart of accounts.

Invoice Prefix

Customizable prefix prevents duplicate invoice number conflicts.

Browser Privacy

All processing happens locally in your browser.

Frequently Asked Questions

Use Invoice format for detailed accrual accounting where you need to track each transaction as a receivable with line items. Use Bank Statement format for simpler clearing account reconciliation.

Square charges fees on each transaction. We post them as negative line items so they reduce the invoice total, reflecting the actual amount you receive.

Use the Invoice Prefix option (default: SQ-) to ensure Square transaction IDs don't conflict with existing Xero invoice numbers.

This tool creates Invoices. For immediate payment scenarios without receivables, you may prefer the Bank Statement format which creates bank transactions.