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.
Migrate Square Data to Xero — Complete Data Transfer
or drop .csv, .xls, .xlsx files here
or
Invoice import blocked if Sales Tax enabled in QBO
Migrate Complete
Xero Import Format Format
Showing valid rows only (download includes all rows + errors)
All rows valid
| $ |
|---|
+ more rows
valid rows
invalid rows skipped from preview
credits
Credits Calculation:
rows → rows (rounded to 1K) → credits
then credit per 1K rows
| Row | Column | Value | Error |
|---|---|---|---|
Showing first 50 errors. more errors not shown.
more errors hidden. Download the full validation report to see all errors.
Validation Report Download
The download includes your original file with an added "Validation Error" column showing error messages for each row. Valid rows have an empty error column.
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- Full CSV & Excel export
- Google Sheets export
- Instant browser download
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14-day money-back guarantee
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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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How are credits calculated?
Credits are based on rows in your file. Each tool shows its rate (e.g., 2,000 rows = 4 credits). We round up to the nearest step. Minimum 1 credit per conversion.
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Ready to migrate your own data?
Transfer your Square transaction history and customer data to Xero. Complete migration toolkit for switching accounting platforms.
No API required
Browser-based processing
Run on Google Cloud Platform
How It Works
1
Export
Square Dashboard → Reports → Export transactions and customers
2
Select Type
Choose transactions or customers to migrate
3
Convert
Upload and convert to Xero format
4
Import
Import converted files to Xero
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)
Migrating Your Square History to Xero
The Platform Migration Challenge
Moving to Xero means transferring your Square transaction history and customer data.
Without proper conversion, you'd lose valuable sales history and customer information.
This tool ensures your data transitions smoothly to Xero's format.
Complete Migration Workflow
Our migration toolkit handles multiple data types:
- **Transactions**: Sales history becomes bank statement entries
- **Customers**: Customer directory converts to Xero contacts
Export each data type from Square, convert here, and import to Xero.
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?
Transaction History
Migrate complete sales history with fees and tips preserved.
Customer Migration
Transfer customer contacts with addresses and details.
Data Integrity
Validation ensures all data migrates correctly.
Bulk Processing
Handle thousands of records efficiently.
Audit Trail
Original IDs preserved for reference.
Browser Privacy
Data processed locally in your browser.
Frequently Asked Questions
You can migrate transaction history (becomes bank statement entries) and customer directory (becomes Xero contacts). Each data type requires a separate export and conversion.
Consider migrating transactions from your current accounting period forward. Very old transactions may not be necessary if your previous books are closed.
After migration, set up regular conversion for ongoing transactions. Most businesses convert monthly or weekly using the reconcile tools.
No, payment methods are securely stored by Square and cannot be exported. Customers will need to re-enter payment details if needed.
The conversion is instant — processing happens in your browser. The overall migration project depends on your data volume and review process.
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