Capture receipts and add notes to Square Credit Card and Square Debit Card transactions
About receipts and notes for credit card and debit card transactions
You can capture receipts and add notes to your Square Credit Card and Square Debit Card transactions to keep your spending organized. After making a purchase with your credit card or debit card, you can reply to an SMS prompt with a photo of your receipt, which is automatically matched to the transaction. You can also attach or remove receipts and add notes directly from the Credit Card Activity or Checking Activity view in Square Dashboard.
Receipts and notes are included when you export your transaction history, making it easier to reconcile expenses with your accounting software.
Before you begin
To capture receipts via SMS, enable the receipt capture notification in your Card Notification settings. This setting is off by default. Learn how to manage your credit card or manage your debit card.
You need a valid phone number on file to receive SMS receipt prompts.
Capture a receipt via SMS
After you make a purchase with your Square Credit Card or Square Debit Card, you'll receive an SMS prompt asking if you'd like to capture a receipt for the transaction.
Make a purchase using your Square Credit Card or Square Debit Card.
When you receive the SMS receipt prompt, reply with a photo of your receipt.
The receipt image is automatically matched to the transaction in your Credit Card Activity or Checking Activity.
Manage receipts from Square Dashboard
You can attach, view, and remove receipt images from your credit card or debit card transactions directly in Square Dashboard.
Sign in to Square Dashboard and go to Banking > Credit Card orChecking.
Select a location from Locations. Square Debit Card only.
In the Recent activity section, click View all activity.
Select a credit card or debit card transaction to view its details.
To attach a receipt, select the option to add a receipt image and upload your file.
To remove a receipt, select the attached receipt and choose the option to remove it.
Add and edit notes on transactions
You can add notes to any credit card or debit card transaction to record details like the purpose of a purchase or project it's associated with.
Sign in to Square Dashboard and go to Banking > Credit Card orChecking.
Select a location from Locations. Square Debit Card only.
In the Recent activity section, click View all activity.
Select a credit card or debit card transaction to view its details.
Enter or edit your note in the notes field.
Export transactions with receipts and notes
You can export your Square Credit Card or Checking transaction history as a CSV file, or download receipt images as a ZIP file.
Sign in to Square Dashboard and go to Banking > Credit Card orChecking.
Select a location from Locations. Square Debit Card only.
Click View all activity.
Filter the activity and choose the date range you'd like to export.
-
Select Download and choose a download option:
Account statements — View and download your account statements. Square Debit Card only.
Download .CSV — Download a CSV file of your transaction activity for the selected date range.
Receipts — Download a ZIP file containing receipt images for the selected date range (limit: 366 days or 500 receipts).