View category breakdown of each transfer/deposit

[Jmosey]

We don't use our square account that often but after an event I would like to be able to break down that days transfer into sales, sales tax, and fees by category.  Is that possible?  It seems simple and I hope I'm simply missing something.

[MayaP]

Hey @Jmosey, welcome to the Square Community! 👋

If you go to Dashboard > Banking > Balance, then click on a specific transfer and export it, you can view the sale amount, fee deducted, and any tax charged. There are also helpful reports like the Sales Summary and Sales Tax Report.

I hope that helps! If not, feel free to let me know 😊