I am looking to see if there is a register or ledger available in Square, such that I could see a listing of each transaction total, fees, net, and balance (like a checking account register). I can see the listing of transactions but it lists the total only, not the fees or net. To get those I have to click on each individual transaction. Is there a way to see all of this in one layout?
Thank you!
from this screeen on your Square dashboard https://squareup.com/dashboard/sales/transactions
choose the date or date range you want
you will click the export button in the top right.
click generate transactions CSV
open the file in Numbers or Excel
you can hide whatever columns you don't want but total collected is column L, taxes is column column I and fees is column U
from this screeen on your Square dashboard https://squareup.com/dashboard/sales/transactions
choose the date or date range you want
you will click the export button in the top right.
click generate transactions CSV
open the file in Numbers or Excel
you can hide whatever columns you don't want but total collected is column L, taxes is column column I and fees is column U
Was hoping for something more direct, but thank you!!
Yeah the data is there it just needs to be manipulated in however you want. Since Square is a POS first it doesn't have all the bells and whistles of an accounting program.
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