Square setup in sage

Question

how do i set up square in my banking

Erzsi_I · Accepted Answer

Hi Shelley Goldie , 
 Thanks for reaching out about setting up Square in your Sage Accounting. I'm glad to inform you that Square and Sage offer a seamless integration experience through a third-party service called Amaka, which greatly simplifies the process and enhances the capabilities of both tools working in tandem. 
 With this integration, you can enjoy a streamlined experience from capturing sales and payments to reconciling your accounts in Sage, offering: 
 
 A daily breakdown of sales, grouped by product or category for clear insights. 
 Matching of regional tax values to accounts in Sage Accounting, simplifying tax reporting. 
 Synchronization of settlement transactions to save hours in manual data entry. 
 Expert support provided by Square's partner, Amaka, to ensure smooth operation and integration. 
 
 Here's how to integrate Square with Sage via Amaka: 
 
 Visit the integration setup page by following this link: Square and Sage Integration via Amaka . 
 Sign in to your Square account and allow permissions. 
 Authenticate your Sage account by clicking "Connect To Sage" and then select your Sage organisation, granting access. 
 Configure your integration by following the wizard to choose your setup method, invoice breakdown, invoice format, mapping, and scheduler options. 
 Activate the integration and start enjoying a streamlined workflow between Square and Sage. 
 
 Amaka's express setup activates the integration within minutes, creating and mapping all necessary accounts for you. It also offers dedicated customer support, with the option to book one-on-one sessions with an Integration Specialist for troubleshooting or optimization advice. 
 For businesses with multiple locations, this integration supports syncing all active locations into your Sage Business Cloud Accounting (aka Sage Accounting) account, enabling connection to single or multiple Sage Accounting files. It also provides detailed itemized data feeds from Square directly to Sage, including sales categorization and settlement sync, offering comprehensive tax handling and the option to backdate sync up to one year of historical data. 
 To manage your integration or troubleshoot any issues: 
 
 Visit Amaka&rsquo;s Setup Guide . 
 Schedule a support session with one of Amaka's Integration Specialists for personalized assistance. 
 
 The integration is free: (note that this does not include any Sage fees for accessing Sage services), with several Sage subscription plans available to suit your business needs. 
 Integrating Square with Sage through Amaka provides a powerful, efficient solution for managing your sales, payments, and accounting processes, saving you time and offering clear insights into your business performance. 
 If you have any further questions or need additional guidance, don't hesitate to ask! 
 Warm Regards, Erzsi

Sage Accounting Canada

Square setup in sage

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