💳

Connect Square to FiscalInsights

Sync Square POS sales, invoices, and fees for complete retail accounting.

Integration Features

POS sales
Invoice sync
Hardware fees
Deposits

How It Works

FiscalInsights connects to Square's API to import point-of-sale transactions, invoices, refunds, and payout details. Sales data flows in with item-level detail, and each Square deposit is matched with the individual transactions it contains. Processing fees and hardware subscriptions are tracked as business expenses.

How to Connect Square

1Go to Settings > Integrations and find Square
2Click "Connect Square" and sign in with your Square account
3Authorize FiscalInsights to access your Square data
4Select which Square locations to sync (if you have multiple)
5Review your sales and payout history as it imports

Square is essential for brick-and-mortar businesses, food trucks, pop-up shops, and service providers who accept in-person payments. The FiscalInsights integration pulls in every tap, swipe, and chip transaction along with the item-level sales data that Square captures at the point of sale.

For businesses with multiple Square locations, each location's sales sync separately so you can track revenue by location. The integration handles Square's various products including Square Terminal, Square Register, and Square Online sales, consolidating everything into your FiscalInsights books. Processing fees (typically 2.6% + $0.10 per transaction) are recorded as a business expense so your P&L shows accurate net revenue.

Square deposits to your bank are automatically matched with the underlying transactions, eliminating the tedious process of figuring out which deposit corresponds to which day's sales. Refunds, tips, and gift card redemptions are all accounted for in the reconciliation. For restaurants and retail shops processing hundreds of Square transactions daily, this automation is transformative.

Get Started with Square

Connect Square in minutes. Start your free 14-day trial today.

Start Free Trial

Related Integrations