Before you can import Square transactions, you'll need to authorize the connection between Square and AccountEdge and tell AccountEdge where to post the activity. This is a one-time setup.
How do I get to the Square setup screen?
From the top menu, go to Setup > Square > Manage Square.
Setup > Square > Manage Square
This opens the Square Setup window, which has three tabs: Authorize, Linked Accounts, and Import.
How do I authorize (connect) my Square account?
Open Setup > Square > Manage Square.
On the Authorize tab, click Authorize.
This opens a browser page. Log in to your Square account if prompted.
Square will display a short authorization code on that page.
Copy the code, then switch back to AccountEdge.
Paste the code into the Square Authorization box and click OK.
Copy the code from Square's browser page, then paste it into the Square Authorization dialog
This one-time step links your Square account to your AccountEdge company file. You only need to do this once (unless you disconnect or re-authorize later).
How do I set up Linked Accounts?
Still in Square Setup, click the Linked Accounts tab. This is where you tell AccountEdge which accounts to post Square activity to:
Field | What it controls |
Sales Tax Collected | Account used when importing tax collected on Square orders |
Income Account for Sales | Account credited for Square sales |
Income Account for Tips | Account credited for tips |
Expense Account for Fees | Account debited for Square processing fees |
Cash Back Account | Account used for cash back given on orders |
Checking Account for Deposits | Bank account the Square deposit lands in |
You'll also choose how customers are handled:
Import my Square customers as new cards — each Square customer becomes its own Card in AccountEdge, or
Assign one card to my Square orders — all orders post to a single card you choose
Assign orders without a card to — pick a fallback (e.g., "Generic Square Customer") for orders where no customer info came through from Square
Linked Accounts tab in Square Setup
Tip: Set this up carefully before your first import — the accounts you choose here are used for every transaction the integration creates, so getting them right up front saves cleanup later.