Xero Integration FAQ
Find answers to commonly asked questions about the Xero and Square integration.
Amaka is a professional software provider for accountants, bookkeepers and business owners with the need to automate their data entry. Amaka has built the integration on behalf of Square and Xero and will be providing integration support to all customers.
Yes! If you would like to request a walkthrough or discuss the capabilities of the integration in more detail, you may schedule a support session with the Amaka Support Team.
The integration is free for all Square sellers. Note: This does not include any Xero fees for accessing Xero services. Xero has several subscription plans to suit your business. For more information about comparing plans and Xero’s pricing, visit the Xero website.
As part of the migration, please disconnect the old integration prior to migrating to Amaka’s integration to avoid duplicate data flowing into their Xero accounts. You will have two options to disconnect the old integration:
- Amaka will be able to see if you have an old integration account.
- If active, a toggle box will appear, allowing you to disconnect as part of the activation process.
- Click Agree.
- Disconnect your existing Square integration by logging in to your online Square Dashboard > click Apps.
- Under “My Applications”, find your connected Xero account and click the three dots ⋯.
- Click Disconnect App.
As of 30 November 2021, the old integration built by Xero will no longer be supported and all functionality will cease. After this date, your transaction or payment data will not flow or appear in Xero. Prior to this date, sellers with the old integration are encouraged to migrate to the Amaka integration to continue data sync capabilities and to access the new and improved features.
The Amaka and Xero integration does not currently support Inventory management (i.e. SKU and Cost of Goods Sold/COGS), Payroll, Timesheets, and Purchase Orders.
If your integration is not working as expected, browse Amaka’s troubleshooting page.
This feature is not supported, but it is something Amaka are considering for a future release. As an alternative solution, you can manually add a line in the invoice to charge a credit card surcharge.
Go to the Business Tab in Xero and select Bills to Pay. Square Fees sync when Square deposits the payments to your bank account. Bills related to Square Fees have a reference format [Location Name] Square Fees [Date].
Yes! You can select the date that you wish the data to be synced from through the integration scheduler in Xero.
Square Balance bank account is a clearing account for the card takings processed through Square. Note: When the Square Balance is deleted or edited from the chart of accounts, the daily sync may fail.
In case you have revoked the access or changed credentials of an account used for an integration, you can easily reconnect it by expanding the options menu and clicking the Reconnect (or Edit) button in the Connected Accounts page of your Xero Dashboard.
At any time, you can access your Amaka dashboard and disable an integration by either turning it off or deleting it entirely. Learn more via the Amaka website.