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 Format 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.

Import Square Sales to Xero Invoices — Detailed Sales Records

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Xero Invoice Format Format

valid rows

Convert Square transactions to Xero invoice format. Track individual sales with line items, taxes, and tips for detailed reporting.

No API required

Browser-based processing

Run on Google Cloud Platform

Download Sample

Sample transactions CSV

Download

Tool Rating

4.4 / 5 (78 votes)

How It Works

Export

Square Dashboard → Reports → Transactions → Export

Upload

Upload and configure invoice options

Preview

Review invoice format with line items

Import

Import to Xero as sales invoices

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)

Detailed Sales Tracking in Xero

Beyond Bank Reconciliation

Bank statement imports show totals, but invoices provide line item detail. For detailed sales reporting and customer records in Xero, invoice format gives you breakdown of amounts, taxes, tips, and fees per transaction.

When to Use Invoice Format

Use invoice import when you need: - Line item detail in Xero - Sales tax reporting from individual transactions - Customer-linked sales records - Detailed reporting beyond bank reconciliation

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?

Line Item Detail

Each transaction shows gross, discount, tax, tip, and fee breakdown.

Customer Linking

Customer names preserved for Xero contact matching.

Tax Tracking

Sales tax amounts captured for reporting.

Fee Tracking

Processing fees as separate expense line items.

Invoice Numbers

Customizable prefix with Square Transaction ID.

Browser Privacy

Data processed locally in your browser.

Frequently Asked Questions

Use bank statement format for reconciliation with your actual bank. Use invoice format when you need detailed sales records, customer tracking, or line item reporting in Xero.

When enabled, Square fees appear as separate expense line items on each invoice. This gives you detailed fee tracking per transaction rather than aggregated fee totals.

Transactions without customer names use 'Square Customer' as the placeholder. You can update these in Xero or link them to existing contacts.

Yes, but be careful not to double-count. Invoice import creates sales records; bank import handles reconciliation. Most businesses choose one primary method.