thread Statement of activity? in Archived Discussions (Read Only)

Statement of activity?

amyfgibson — Fri, 04 Nov 2022 19:44:29 GMT

How can I generate a statement of all activity on the account? I don't want just a sales statement -- I'd like a statement that reflects income, fees, and transfers out for a given period.

We're a nonprofit and I need to show that all of our net was indeed transferred into our bank account.

Re: Statement of activity?

sayra — Sun, 06 Nov 2022 18:59:41 GMT

Hello, @amyfgibson - Welcome to our Seller Community!

Square offers a number of Summaries and Reports located in your Online Square Dashboard. Have you taken a look at the CSV file that can be exported from the Square Online Dashboard > Reports > Sales Summary > Export? This report offers a greater look into your sales among other details. Aside from these reports, we don’t offer what you are specifically looking for.

Please let us know if this helped. Have a good day.

Re: Statement of activity?

amyfgibson — Sun, 06 Nov 2022 18:56:20 GMT

I have looked at all the reports and have not found one that reflects both income and transfers to my bank.

I really don't understand why Square does not offer a statement. I am not the first person to ask.

Re: Statement of activity?

sayra — Sun, 06 Nov 2022 19:02:29 GMT

We understand your frustration @amyfgibson. Feel free to add your feature request in our Ideate board for greater visibility to our product team. Your feedback will be helpful.