thread Folders Statements in Reports Setup & Management

Folders Statements

Tgabriel1234 — Tue, 04 Nov 2025 23:11:24 GMT

Is there anyway to download statements of the Folders? I have a Savings and a GST folder i put asside money in. Can I download a statement for them for my bookkeeper/accountant?

Re: Folders Statements

Ellie_ — Thu, 06 Nov 2025 02:35:12 GMT

Hi there, @Tgabriel1234,

That is a great question! Unfortunately, at this moment, Square doesn’t offer downloadable statements specifically for individual Folders (like your Savings or GST folders). However, you can easily view and export the transaction history or transfers related to those folders.

Here’s how you can do that:

Go to your Square Dashboard → Balance → Folders.
Select the folder (for example, Savings or GST).
From there, you can review all the activity and export it as a CSV file, which you can share with your bookkeeper or accountant.

If it continues to give you trouble, please let us know and we can investigate further!

Re: Folders Statements

Tgabriel1234 — Mon, 10 Nov 2025 01:26:48 GMT

I can see all the activity. There is no export as CVS file button that i have found as of yet.