Exporting Square Invoices to Xero

How do I export invoices created in square to xero?

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Square Community Moderator

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Hi @fsss31, welcome to the Community! 🙂

 

The Xero integration is managed directly on their side once you've completed the connection steps.

Here’s a quick summary from Xero on how the integration works:

It creates a daily summary sales invoice in Xero representing the previous day’s transactions in Square. You can choose to break down the data by individual transactions. For reconciliation, you’ll need to set up your own rules based on how you accept payments and how they appear in your Xero bank feed.

For more detailed guidance and to get connected with their support team, I recommend visiting Xero’s partnership page. They provide clear steps to help you get started. 🙂

Laurie
Community Moderator, Australia, Square
Sign in and click Mark as Best Answer if my reply answers your question.

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Square Community Moderator

Solution

Hi @fsss31, welcome to the Community! 🙂

 

The Xero integration is managed directly on their side once you've completed the connection steps.

Here’s a quick summary from Xero on how the integration works:

It creates a daily summary sales invoice in Xero representing the previous day’s transactions in Square. You can choose to break down the data by individual transactions. For reconciliation, you’ll need to set up your own rules based on how you accept payments and how they appear in your Xero bank feed.

For more detailed guidance and to get connected with their support team, I recommend visiting Xero’s partnership page. They provide clear steps to help you get started. 🙂

Laurie
Community Moderator, Australia, Square
Sign in and click Mark as Best Answer if my reply answers your question.
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