Accounts integration

[La_Petite_Breta]

Hi there, 

I am using square for restaurants and still export data from the software to Excel files that I send to my accountant.

I would like to streamline my operations and have the data automatically sent to my accountant. What would be the best solution?

Thank you 

[Ellie_ · Accepted solution]

Hi there, @La_Petite_Breta,

It’s great to hear you’re looking to streamline your operations. While exporting Excel files manually works, automating this process can definitely save time and reduce the chance of errors. One of the best solutions would be to integrate Square for Restaurants with accounting software that supports automatic data syncing—such as QuickBooks Online or Xero. These platforms offer direct integrations with Square through tools like Square + QuickBooks Connector or Zapier, which can automatically import your sales, expenses, and other financial data.

Here’s a general approach you could take:

• Connect Square to your accounting software through an approved integration.

• Set up rules or schedules for data to be automatically sent to your accountant.

• Give your accountant access to the accounting platform so they can retrieve the data in real time, without waiting on manual reports.

If you have any other questions about this and how to use it on your Square account, please let us know!