Connecting Square
Quaderno takes care of all your invoicing for Square payments, letting you know when you need to register for tax collection on any jurisdiction, creating useful reports, and sending tax-compliant invoices.
To connect your Square account to Quaderno, follow these steps:
- In your Quaderno account, go to the integrations page and select
Square
. - You will be taken to a Square-hosted page where you can log in or create a Square account.
- Click
Allow
to connect Square to Quaderno. - Select the store locations you would like to connect to Quaderno. Quaderno will only import transactions for the selected locations.
That’s it! From now on, each time you receive a new payment via Square, the corresponding invoice will be automatically generated in Quaderno. During your trial, your Square transactions from the last 30 days will also be automatically imported so that you can test everything.
Setting up tax rates in Square
Quaderno does not calculate tax for Square transactions. When Quaderno imports a sale or refund (we sync at 03:30 GMT every day), we'll apply the same tax rate used by Square. The Square checkout will also apply tax based on your tax settings in Square.
To ensure taxes are reflected correctly in your reports:
- Set up your tax rates in Square.
- Add all jurisdictions where you have store locations on the jurisdictions page of your Quaderno account.
When selling multiple product types like goods
and services
, please select the kind of product you sell most as your default product type
on the preferences page. We also recommend following the steps detailed in “How to track your sales across multiple platforms”.