thread Re: CSV Format Statment in Banking With Square

CSV Format Statment

Doran — Sun, 21 Sep 2025 06:03:27 GMT

Is it possible to get a statement in CSV format so I can easily upload to my accounting system?

Re: CSV Format Statment

frances_a — Fri, 04 Nov 2022 21:15:08 GMT

What would you need the statement to include?

Typically, a CSV file is a spreadsheet, which means it's mostly used for values and not text and/or images.

Statements need to include information about the financial institution that has provided it for you, along with the account information. So it's just not ideal to make a statement a CSV file.

Does you accounting system requires that your statement is in a CSV file?

Usually you would find them as PDFs but not CSVs...

All of my rambling to say... we don't currently offer that, but if it's something you must have (like your accounting system won't accept a PDF), we can certainly look into it, especially if you need the transactions as a list more than the logos and text that come with a statement.

Let me know!

Re: CSV Format Statment

Doran — Fri, 04 Nov 2022 21:30:51 GMT

@frances_a

I use Xero and for whatever reason, the Square + Amaka + Xero link pulls in everything BUT Square saving so I have to manually do them. If I could get a CSV statement I could easily bulk update everything at once but with a PDF I have to input line by line which takes forever.

I've attached a copy of the template they require.

Re: CSV Format Statment

frances_a — Sun, 06 Nov 2022 00:53:13 GMT

Got it!

So two ways I'll try to go about this: can we fix our integration so that the Square + Amaka + Xero pathway works? And can we offer a statement with the template you have provided?

It is likely we won't be able to edit our statements to match the template, but I'll see what we can do here.

I'll be back with updates once I have them.

Thank you!

Re: CSV Format Statment

Doran — Wed, 09 Nov 2022 18:54:42 GMT

Thanks!

Re: CSV Format Statment

sophiacoffee — Wed, 01 Feb 2023 15:41:31 GMT

I use quickbooks and have the same problem. Did you ever resolve this issue?

Re: CSV Format Statment

Stoneridge — Mon, 20 May 2024 23:15:28 GMT

I also have the same issue with Quickbooks. Standing by for a resolution.

Re: CSV Format Statment

MayaP — Tue, 21 May 2024 22:45:04 GMT

Hey @Stoneridge, thanks for reaching out!

This is still a feature request. We have made some changes to our request process. I suggest submitting this to our Ideate Board! 😊