Connect Square to FiscalInsights
Sync Square POS sales, invoices, and fees for complete retail accounting.
Integration Features
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
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.
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