thread Re: Why won't Square transactions sync to the correct account in Xero? in Online Store

Why won't Square transactions sync to the correct account in Xero?

Pierre_Jay — Fri, 18 Apr 2025 05:34:53 GMT

Hi,

Why won't Square transactions sync to the correct account in Xero?

I have Square connected to Xero properly.

I also have AMAKA connected to both as a user/team member.

A lot of transactions do sync but many don't.

It does sync sometimes but many other transactions do not sync to the correct Xero account.

In Xero I have two accounts for everyone. I know this is what is creating the problem but I need two separate accounts for each customer due to the nature of our business.

I have added name, address, phone number, email to the Square customer.

What is the key piece of this puzzle i'm missing.

Do I need to change the name of each customer in Xero to match up to Square?

For example,

First account:"John Doe (Food)"
Second account: "John Doe"

Thanks

Re: Why won't Square transactions sync to the correct account in Xero?

Sammie_C — Fri, 18 Apr 2025 23:04:15 GMT

Hi @Pierre_Jay, thank you so much for reaching out. I wanted to welcome you to the Square Community!

As I am not too familiar with Xero, I went ahead and got this escalated over to our Xero team here at Square to see if they can shine some light on this. As soon as I hear back from them, I will reach out here promptly.

In the meantime though, do you notice any shared factors between the transactions that do not sync?

Re: Why won't Square transactions sync to the correct account in Xero?

Pierre_Jay — Mon, 21 Apr 2025 00:54:46 GMT

Hi Sammie,

Thanks for your response.

Unfortunately there are too many variables for me to suggest "I notice shared factors between the transactions that do not sync".

I would be very grateful for the mystery of 'what data needs to be inputted to accurately sync to accounts in Xero.

Re: Why won't Square transactions sync to the correct account in Xero?

Sammie_C — Tue, 22 Apr 2025 15:47:46 GMT

Appreciate you getting back with me, @Pierre_Jay.

Since Xero is an integration with Square, our assistance on our end is limited. I did just hear back from our Xero team and they said they would be happy to assist you directly either via a Zoom session or their Help Desk.

I hope this helps a bit. Please let me know if you end up having any other questions.

Re: Why won't Square transactions sync to the correct account in Xero?

Pierre_Jay — Wed, 23 Apr 2025 03:25:33 GMT

Hi Sammie,

That's great to hear. I will go for the Zoom session.

Have a great day!

Re: Why won't Square transactions sync to the correct account in Xero?

Sammie_C — Wed, 23 Apr 2025 14:29:55 GMT

Glad that this works for you, @Pierre_Jay. Feel free to reach out here on the Square Community if you have any other questions or concerns in regard to Square.

Have a great day, as well!