Square
🆕 Reconciliation Report CSV export now available

The newly added Reconciliation Report now has a CSV export option to make it easier to share sales, payments, and payouts data with your bookkeepers and accountants. 

You can view this new report by navigating to: https://app.squareup.com/dashboard/sales/reports/reconciliation

 

This report helps you understand money movement from payments to transfers. You can read more details here in our Help Article.

 

You will see a download icon in the upper righthand corner. Please post CSV export feedback or submit here.

 

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We often find sellers interested in Reconciliation also want to view their Transfers report and Transactions reports as well. Including direct links to help folks navigate to those quickly. 

 

-Shireen Brathwaite, Product Manager for Square Reporting

2 Replies

Hello

Is it possible to extend the date range to run a weekly or monthly reconciliation report? 

Thank you

We really need Square Savings to sync with Quickbooks Online in the same way that Checking does.  Is that possible?

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