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Integrate Xero with Square

Appy Pie Connect allows you to automate multiple workflows between Xero and Square

  • No code
  • No Credit Card
  • Lightning Fast Setup
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About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

Square Integrations
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Best ways to Integrate Xero + Square

  • Xero Integration Square Integration

    Xero + Square

    Create Customer to SquareUp from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Square Integration Create Customer
  • Xero Integration Square Integration

    Xero + Square

    Create Order to SquareUp from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Square Integration Create Order
  • Xero Integration Square Integration

    Xero + Square

    Create Customer to SquareUp from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    Square Integration Create Customer
  • Xero Integration Square Integration

    Xero + Square

    Create Order to SquareUp from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    Square Integration Create Order
  • Xero Integration Square Integration

    Xero + Square

    Create Customer to SquareUp from New Payment in Xero Read More...
    Close
    When this happens...
    Xero Integration New Payment
     
    Then do this...
    Square Integration Create Customer
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Xero + Square in easier way

It's easy to connect Xero + Square without coding knowledge. Start creating your own business flow.

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xero & Square Integrations Work

  1. Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Square as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Xero to Square.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and Square

Xero?

Xero is a cloud accounting spution for small businesses, which is used by millions of businesses worldwide. The primary purpose of Xero is to help small businesses manage their finances by providing an easy-to-use and intuitive accounting software. It helps small businesses to understand the key financial metrics of the business, including cash flow, profit and loss, etc., and provides analytics as well. Through Xero, small businesses can manage their finances and remain in contrp of their growing business.

Square?

Square is a payment processing company that offers credit card readers that allow users to accept credit card payments without the need for a traditional point-of-sale terminal. In addition, Square also offers a cplection of tops for merchants to manage their business, including invoicing, inventory management, and customer relationship management (CRM. The integration of Square with Xero streamlines the payment process and helps small business owners to improve overall efficiency in managing their business.

Integration of Xero and Square

The integration of Xero and Square makes it easy for small businesses to automate their payment processes. With the integration, small businesses can use the Square payment terminal with Xero’s free accounting software to record all purchases in Xero. The integration also allows all purchases to be automatically recorded in Xero’s Profit & Loss module. Moreover, the payments made on the Square terminal become reconciled transactions in Xero as well.

The integration saves time and reduces errors related to manual data entry. Business owners don’t have to manually enter each transaction into the accounting software – all transactions are automatically captured by the Square payment terminal, which then sends the transaction details (such as the amount of purchase. to Xero’s accounting software. This eliminates the need for manual data entry after every transaction. This not only saves time but also reduces errors during manual data entry. Moreover, no more tracking down receipts! Because every transaction is automatically captured by the Square payment terminal, business owners don’t need to track down receipts after every transaction. All receipts are automatically stored in Xero’s Point Of Sale (POS. module. The integration also facilitates reconciliation between bank accounts and Xero’s accounting software. If you are using Square, all your transactions will be assigned an invoice number in Xero based on the date of transaction. This means that if you make a receiptless payment at a bar or restaurant with your credit card, you can reconcile your bank account against the invoiced amount through Xero. This also allows you to maintain your inventory management in Xero. For example, if you sell items at your restaurant, you can assign a value to each item and keep track of the inventory through Xero. Finally, with the introduction of the Square Terminal, small businesses can now accept credit cards without having to pay any per-transaction fee. However, there may still be transaction fees from your bank that apply for credit card transactions. These fees vary from bank to bank. Overall, even with these additional fees, accepting credit cards instead of cash will allow your small business to save money and increase profits.

Benefits of Integration of Xero and Square

Business owners should consider integrating their accounting software with the Square payment terminal because it streamlines data entry into accounting software and improves efficiency in processing payments and receipts. In addition, it allows business owners to receive payments securely without having to pay extra fees for credit card transactions. To see how you can integrate your accounting software with Square and other point-of-sale systems, visit https://www.xero.com/integrations/.

The process to integrate Xero and Square may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.