Square loan payments report for 3rd party accountant or CPA

oddbbq4520 · ‎02-08-2021

Square loans needs to allow users to export a report that shows all loan payments and the resulting balance from each payment. I have been asking for this for over a year. it is very simple.

we don't need to give access to our account to CPA's we just need a CSV or XLS report file that shows payments AND resulting balance.

the current arrangement only provides payments.

Laura123 · ‎02-09-2021

Hi @oddbbq4520,

Appreciate the post! Thanks for taking the time to provide feedback.

Currently, you can view your Square Capital repayment history for a certain time frame in the Capital tab of your Square Dashboard.

Navigate to the Capital section of your Square Dashboard.
Click View Details of your active loan.
Click on All Activity in the Activity section.
Then choose the range you’d like to view (eg: last week or last month). Any repayments made during your chosen time frame will automatically populate.
To view previous loan information, you can click the back arrow located on the top left corner and choose from your history.

You may also download your loan repayment history as a spreadsheet (CSV file). To do so:

Visit the Capital section in your Square Dashboard.
Click Export on the top right corner of Activity
Your complete payment history for the specified loan will populate as a CSV file, which will download to your computer. This file will include a separate column for the date, description and amount of your loan repayment.

But I can see how an exportable report that shows the remaining balance after each payment would be helpful. I will share your concerns about about our reporting with the rest of the Square Capital team. Please know that we’re constantly working to improve our products and services based on the feedback we receive from customers.

Feel free to reach out to us directly if you have any other questions or concerns!

Laura
Square Loans Team
Sign in and click Mark as Best Answer if my reply answers your question.

Square, the Square logo, Square Financial Services, Square Capital, and others are trademarks of Square, Inc. and/or its subsidiaries. Square Financial Services, Inc. is a wholly owned subsidiary of Square, Inc. All loans are issued by Square Financial Services, Inc. a Utah-Chartered Industrial Bank. Member FDIC. Actual fee depends upon payment card processing history, loan amount and other eligibility factors. A minimum payment of 1/18th of the initial loan balance is required every 60 days and full loan repayment is required within 18 months. Loan eligibility is not guaranteed. All loans are subject to credit approval.

View Solution >

Laura123 · ‎02-09-2021

Hi @oddbbq4520,

Appreciate the post! Thanks for taking the time to provide feedback.

Currently, you can view your Square Capital repayment history for a certain time frame in the Capital tab of your Square Dashboard.

Navigate to the Capital section of your Square Dashboard.
Click View Details of your active loan.
Click on All Activity in the Activity section.
Then choose the range you’d like to view (eg: last week or last month). Any repayments made during your chosen time frame will automatically populate.
To view previous loan information, you can click the back arrow located on the top left corner and choose from your history.

You may also download your loan repayment history as a spreadsheet (CSV file). To do so:

Visit the Capital section in your Square Dashboard.
Click Export on the top right corner of Activity
Your complete payment history for the specified loan will populate as a CSV file, which will download to your computer. This file will include a separate column for the date, description and amount of your loan repayment.

But I can see how an exportable report that shows the remaining balance after each payment would be helpful. I will share your concerns about about our reporting with the rest of the Square Capital team. Please know that we’re constantly working to improve our products and services based on the feedback we receive from customers.

Feel free to reach out to us directly if you have any other questions or concerns!

Laura
Square Loans Team
Sign in and click Mark as Best Answer if my reply answers your question.

Square, the Square logo, Square Financial Services, Square Capital, and others are trademarks of Square, Inc. and/or its subsidiaries. Square Financial Services, Inc. is a wholly owned subsidiary of Square, Inc. All loans are issued by Square Financial Services, Inc. a Utah-Chartered Industrial Bank. Member FDIC. Actual fee depends upon payment card processing history, loan amount and other eligibility factors. A minimum payment of 1/18th of the initial loan balance is required every 60 days and full loan repayment is required within 18 months. Loan eligibility is not guaranteed. All loans are subject to credit approval.