thread Re: generate a report showing transfer details in Online Store

generate a report showing transfer details

tonylaforest — Sat, 31 May 2025 17:20:48 GMT

I am trying to create a report showing details of amounts being transfered to my bank. I have only one account bank / Square but I just cannot find a way to report on my transfers. I need a report that will show me all "these" sq transfers from the last week amount to the deposit of $xxx.00 made on May 20, 2025. Before the most recent changes I would generate a report of everything and export to CSV format. I wrote an Excel marco to pull info I wanted but that function appears to have been removed.

Re: generate a report showing transfer details

Kassi_ — Mon, 02 Jun 2025 20:50:23 GMT

Hey @tonylaforest -

Welcome to the Community!

Do you have any reporting or analytics already set up? I would recommend checking out this Support Article with more details on getting these set up.

You will be able to setup/see all of the information when it comes to what is transferring into your bank account (minus any fees).

Please let me know if you were looking for something a bit different and I am happy to circle back! I will keep an eye out for your reply👀.