# Square
Integrating Square with Supply’d allows you to seamlessly connect your in-store and online sales to your inventory and accounting workflows. Sales made through Square are automatically synced into Supply’d, helping you keep stock levels accurate, streamline order management, and simplify financial reconciliation, all in one central system.
This document will guide you through:
* [#connecting-to-square](#connecting-to-square "mention")
* [#square-payments-and-payouts](#square-payments-and-payouts "mention")
* [#editing-the-square-integration](#editing-the-square-integration "mention")
* [#disconnecting-from-square](#disconnecting-from-square "mention")
***
## Connecting to Square
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#### Go to Settings
Click on your company name in the top right and select **Settings**.
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#### Select Integrations
Scroll down and select **Integrations** from the **Settings** menu.
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#### Click Add+
Click on **Add +** in the top right.
The **Add Integration** page will show.
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#### Click Square
Click on the **Square** logo (as circled above).
You will be taken to Square where you can login and grant access to Supply'd.
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#### Return to Supply'd
After returning to Supply'd, the **Square Settings** screen should appear.
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If the **Square Settings** page doesn't appear:
1. Click on your name in the top right corner, and select **Settings.**
2. Scroll down and select **Integrations.**
3. Select **Square** from the **Integrations** list.
You can also follow these steps if you need to make changes to the settings at a later date.
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Complete the sections as follows:
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### Square Settings
**Integration Name\* \[required field]**
Enter a reference name for this integration.
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### Sync Orders?
Toggle on to sync orders from Square to Supply'd.
**Order Number Prefix**
Enter an optional prefix for order numbers imported from this integration.
**Sync Locations**
Select the locations you would like to sync orders from. When adding new locations to Square you will need to ensure they are also added to this list for them to sync.
**Sync Orders**
Select which orders to sync from Square - **All Orders** or **All Orders Since Date**.
If **All Orders Since Date** is selected, an additional field will appear:
To select the first date you would orders to be synced from, click in the field and a calendar will show, allowing you to select the month, year and day.
**Reduce Inventory On Import**
Choose whether or not to reduce stock on hand on import.
**Match Product SKU**
The SKU in Square is used to match products in Supply'd. Choose what field to use in Supply'd to match products - either **SKU** or **Barcode**.
**Sync Location - Warehouse**
Select which warehouse would you like to make available for Square inventory. Sync Location will be the location you selected above, which in this example is Supply'd Test Account.
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### Sync Inventory
Toggle on to sync inventory from Supply'd to Square.
**Sync Location - Warehouse**
Select which warehouse would you like to make available for Square inventory. Sync Location will be the location you selected above, which in this example is Supply'd Test Account.
**Match Product SKU Using**
The SKU in Square is used to match products in Supply'd. Choose which field to use in Supply'd to match products - **SKU** or **Barcode**.
**Untracked Stock Setting**
Choose how you would like Supply'd to handle products that are set as "Untracked" in Square - either **Use Supply'd Setting** or **Ignore Product**.
* **Use Supply'd Setting:** Will update the product to match Supply'd manage stock setting.
* **Ignore Product:** Product will be ignored and inventory/status will not be synced.
***
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### Sync Products?
**Match Product SKU Using**
The SKU in Square is used to match products in Supply'd. Choose which field to use in Supply'd to match products - either **SKU** or **Barcode**.
**Specific Sync Locations**
Sekect the locations you would like products to be synced to - **All Locations** or **Specific Locations**.
When **Specific Locations** is selected an additional field - **Specific Sync Locations** - will appear.
**Specific Sync Locations**
The location(s) you would like products to be synced to.
**GST Tax\* \[required field]**
Select where to map tax for products that attract GST.
**GST Free Tax\* \[required field]**
Sekect where to map tax for products that are GST Free - **None** or **GST**.
**Name Format\* \[required field]**
The format to use when sending product names to Square. Uses our templating language.
👉 See the [Handlebars](/templating/handlebars.md) document for more details.
Some common options are:
* {{brand}}: Products brand name.
* {{name}}: Products name.
* {{size\_unit}}: Products size (e.g. "100" for a product that is 100g).
* {{size\_measure}}: Products size measurement in short form (e.g. "g" for grams).
* {{carton\_qty}}: The quantity per carton (eg. "g" for 8 per carton, "1" for items sold by unit).
**Description Mapping**
Set-up how descriptions map to Square. Add Supply'd fields using handlebars, HTML tags are supported.
👉 See available fields and learn more in our [Handlebars](/templating/handlebars.md) document.
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#### Click Save
Click to add the Square integration.
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## Additional Options
Clicking the 3 dots in top right corner of the **Integrations** page brings up an additional menu.
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### Export Products
Allows you to export your products from Square to a **Supply'd Product Import** **File**, allowing you to import products from Square into Supply'd.
👉 See the [Bulk Importing of Products](/products/bulk-importing-of-products.md) document.
Clicking this brings up the **Export Products** form.
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### Reconnect
Allows you to reconnect to Square.
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### Advanced > Sync All Products
Sync all your products from Supply'd with Square. You will be asked to confirm.
{% hint style="danger" %}
**WARNING: Sync All Products will trigger all products in Supply'd to sync to Square, only use if you are 100% sure that is your intention.**
{% endhint %}
***
### Advanced > Re-sync Orders
Re-sync all your orders from Square to Supply'd. You will be asked to confirm.
{% hint style="danger" %}
**WARNING: Re-sync Orders will remove all orders for this integration in Supply'd and begin to sync from the start again. This is not recommended and should be avoided unless absolutely necessary.**
{% endhint %}
***
### Remove Integration
Allows you to remove the Square integration.
👉 See [Disconnecting from Square](#disconnecting-from-square) below.
***
## Square Payments & Payouts
When you integrate Square with Supply’d, all sales orders are automatically synced and recorded to a clearing account in your connected accounting software (Xero or MYOB). This makes it easier to track payments, manage merchant fees, and reconcile your accounts accurately.
#### How It Works
1. **Sales Happen:** Orders come in via Square, using various payment methods.
2. **Supply’d Does Its Thing:** We capture those sales and log them in the right clearing account in your accounting software, eg. Square Clearing Account.
3. **Payouts Arrive:** Square sends payouts (with fees already deducted) to your bank. You’ll reconcile this payout against the clearing account.
4. **Merchant Fees:** You create bills for merchant fees and reconcile them against the clearing account.
5. **Balancing Act:** If you’ve got cash or gift card payments, transfer those funds manually to the clearing account to keep everything tidy.
This setup makes sure all Square sales are recorded correctly and payouts are easy to match in your accounting system.
Square automatically (or manually, if you prefer) separates payment types by creating dedicated accounts in your accounting software - typically one for cash and another for gift cards. When a sale is made, the payment is first recorded in the appropriate account (eg. cash or gift card), making it easy to track each payment type accurately before it’s matched or reconciled with your bank deposits.
The simplified example chart above illustrates the flow.
{% hint style="success" %}
See the [Clearing Account Flow for Sales Channels](/configuring-supplyd/integrations/accounting-integrations/clearing-account-flow-for-sales-channels.md) for further information.
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For more information on syncing your accounting software, see the relevant documents in the [Integrations](/configuring-supplyd/integrations.md) section.
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***
## Editing the Square Integration
If you like to edit the Square integration:
{% stepper %}
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Click on your company name in the top right corner and select **Settings** from the menu.
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Scroll down and select **Integrations**.
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Select **Square** from the **Integrations** list. The **Square Settings** page will open.
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Update any details required following the guidelines above for [#connecting-to-square](#connecting-to-square "mention").
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Click to update the settings.
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***
## Disconnecting from Square
If you like to disconnect from Square:
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{% step %}
Click on your company name in the top right corner and select **Settings** from the menu.
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Scroll down and select **Integrations**.
{% endstep %}
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Select **Square** from the **Integrations** list.
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Click on the 3 dots in the top right corner and select **Remove Integration.**
You will be asked to confirm.
Click .
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