This article will explain how Bookkeep users can connect and integrate with Square templates.
As a Bookkeep user, you can connect third party applications by visiting the “Connections” page within app.bookkeep.com. Our connectors can be accessed by selecting the appropriate app via the "Add an app" button (pictured below). For Square, you can manually type “square” into the Integrations search field:
Once selected, our Square integration will present you with the option to “Connect Now” (via log-in credentials in a new browser tab if you have the username and password) or “Ask Owner to Connect” (via email sent to the owner to connect).
For more information on sending owner invitations, please review our “Inviting owner to connect” knowledge base article. But assuming you are the owner of your Square account, you can simply click “Connect Now” to log into your account:
After your account is authorized, your Square connection will be seen on your Connections page and you’ll be ready to map your fields.
Now that your Square store is connected to Bookkeep, you will need to complete your mapping to the accounts from your Accounting Platform (e.g. Quickbooks Online) which can be found by clicking "Setup" from the Connections/Apps view.
Square Summary journal entry mapping: This journal entry posts the sales completed during the prior day as one summarized journal entry for the entire day. When completing this mapping you will click "Setup" and then "Map" to select the specific accounts pulled in from your accounting platform which will receive the data from Square (clicking Refresh below will pull in the latest accounts from your accounting platform if you made recent changes). Additionally, the magic wand at the right of each line will create an account in your accounting platform if you do not have one to select in the dropdown:
After completing the needed journal entry mapping, you can set the journal entry to ON which will begin posting a daily journal entry for each day starting on the next day.
Finally, within the dropdown from the Connections view, you can click “Configure” (shown below) where you should select the correct time zone and end of day for the Square account that you have connected.
This will impact when we complete the next journal entry and ensure we are retrieving the right order and deposit data for that time period:
This is where you will also need to choose your Accounting platform company file where the Square data will be posted.
Note: you can connect multiple Square accounts to your Bookkeep entity if you have multiple locations.
Once you have mapped the necessary journal entry templates you would like to turn to ON, you are good to go! You will see journal entries begin posting to your accounting platform the next day or alternatively you can start posting historical data if you are catching up on your accounting!
Start your free 14-day trial of Bookkeep and see how easy it is to post Square summaries to your accounting platform.