Complete Integration
Transactions, customers, and reconciliation all supported.
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The complete Square-Xero integration solution. Convert transactions, sync customers, and reconcile your accounts — all without expensive third-party apps.
Free preview — then from $5. Save with bundles.Dashboard → Reporting → Transactions → Export CSV
Upload Transactions Export CSV and choose Bank Statement format
Review converted data, download Xero-ready file
Accounting → Bank Accounts → Select Account → Import Statement
Your file is ready for Xero Import Format — just upload it, no extra steps needed.
This CSV-based approach offers more control: historical data import, custom GL mapping, offline processing, and no monthly fees. The native integration is simpler but less flexible.
Transactions (to bank statements or invoices), customers (to contacts), and item catalog (to inventory). Use our specific tools for each data type.
Ongoing — export from Square periodically (daily/weekly/monthly) and import to Xero. The frequency depends on your reconciliation needs.
Transactions, customers, and reconciliation all supported.
Pay per use, not monthly subscriptions like third-party integrations.
Process data locally without internet dependency.
Import any date range, not just recent transactions.
Map to your exact chart of accounts structure.
Your financial data never leaves your browser.
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 |
All integration runs in your browser. Files are never uploaded to any server.
Nothing is stored after integration. Close the tab and your data is gone.
Full EU data protection compliance. Your privacy rights are fully protected.
Each Square transaction becomes 1 or 2 bank rows depending on mode
One POS transaction with sales, fees, tips, taxes
Transaction ID,
Date
Issues you might encounter when importing Transactions Export data to Bank Statement - and how we solve them
Cash doesn't flow through Square to bank
Enable 'Exclude cash transactions' option
Cash should go to separate Cash on Hand account
Square exports fees as negative, Xero needs negative for outflows
We preserve the negative sign automatically
Check that fee rows show negative amounts
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 sales are liability, not revenue
Enable gift card detection for proper handling
Post to Gift Card Liability account, not Sales
Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.
All available data flows from Square to Xero
Given Name + Family Name → Name
Email Address → EmailAddress
Given Name → FirstName
Date → Date
Total Collected → Amount
Fees → Amount
Transaction ID → InvoiceNumber
Date → InvoiceDate
Date + terms → DueDate
This platform pair is available in 5 other hubs
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