Reckon One + Square

Reckon One + Square integrations

Create new Reckon One contacts from new Square customers

Easily streamline your customer management process with this workflow. Whenever a new customer is added in Square, it will create a contact instantly in your Reckon One app. This seamless integration saves you valuable time, allows for more efficient data management, and ensures all customer information is readily available in your preferred accounting solution. Keep your contacts up-to-date with this time-saving workflow.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Square and Reckon One

Discover other triggers and actions you can use with Square and Reckon One

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write

- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
- Contact Type
  Required
- Display Name
  Required
- Is Active
  Required
- Is This a Customer
- Is This a Supplier
- Is This a Superfund
- Is This an Employee
- Surname or Business Name
  Required
- First Name or Branch Name
- Area Code of Phone Number
- Phone Number (Landline)
- Mobile Prefix
- Mobile Number
- Tax Number
- Fax Area Code
- Fax Number
- Email
- Website
- Is Subject to TPAR
- Notes
- Customer Credit Limit
- Is Business Address Different
- Location
- Address Type
- Address Line 1
- Address Line 2
- Address Line 3
- Suburb
- Postcode
- Town
- State
- Country
Action
Write
- Book
  Required
- Customer
  Required
- Transaction Date
  Required
- Amount Tax Status
  Required
- Total Amount
  Required
- Printing Template
  Required
- Total Tax
- Payment Terms
- Classification
- Notes
- Due Date
- Reference
- Service Date
- Item
- Line Identifier
- Item Price (Net)
- Item Price Precision
- Item Tax
- Project
- Account
- Description
- Quantity
- Discount Amount
- Discount Tax
- Discount Amount Precision
- Discount Percentage
- Tax Code
- Tax
- Tax Modified
- Exclusive Amount
- Discounted Amount
- Discounted Tax
- Has Data to Post
  Required
- Parent Line Identifier
- Is Subtotal
- Print Group as Single Line
- Is Hidden
- Billable
- Automatically Calculate Tax
Action
Write
- Book
  Required
- Transaction Date
  Required
- Supplier
  Required
- Bank Account
  Required
- Transaction Amount
  Required
- Amount Fully Allocated
- Details
- Reference
- Allocation Notes
- Payment Method
- Accounts Payable
- Accounts Receivable
- Type
- Amount
- Transaction
- Project
- Item
- Account
- Description
- Quantity
- Item Price
- Item Tax
- Item Price Precision
- Discount Amount
- Discount Tax
- Discount Percentage
- Tax Code
- Tax
- Net Amount
Action
Write
- Book
  Required
- Item Identifier
- Name
  Required
- Is Active
  Required
- Is Purchased
  Required
- Is Sold
  Required
- Type of Item
  Required
- Show Prices as Tax Inclusive
  Required
- Sale Price
- Sale Price Decimal Places
- Sale Price Is Tax Inclusive
- Sale Account
- Sale Tax Code
- Sale Description
- Purchase Price
- Purchase Price Decimal Places
- Purchase Price Is Tax Inclusive
- Purchase Account
- Purchase Tax Code
- Purchase Description
- Parent Item
Action
Write

- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
- Select Book
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Select Book
  Required
Trigger
Instant
Try It
- Book
  Required
- Customer
  Required
- Transaction Date
  Required
- Amount Tax Status
  Required
- Total Amount
  Required
- Printing Template
  Required
- Total Tax
- Classification
- Notes
- Reference
- Item
- Item Price (Net)
- Item Price Precision
- Item Tax
- Project
- Account
- Description
- Quantity
- Discount Amount
- Discount Tax
- Discount Amount Precision
- Discount Percentage
- Tax Code
- Tax
- Tax Modified
- Exclusive Amount
- Discounted Amount
- Discounted Tax
- Has Data to Post
  Required
- Automatically Calculate Tax
Action
Write
- Book
  Required
- Name
  Required
- Is Active
  Required
- Is Purchased
  Required
- Is Sold
  Required
- Type of Item
  Required
- Show Prices as Tax Inclusive
  Required
- Sale Price
- Sale Price Decimal Places
- Sale Price Is Tax Inclusive
- Sale Account
- Sale Tax Code
- Sale Description
- Purchase Price
- Purchase Price Decimal Places
- Purchase Price Is Tax Inclusive
- Purchase Account
- Purchase Tax Code
- Purchase Description
- Parent Item
Action
Write
- Book
  Required
- Transaction Date
  Required
- Customer
  Required
- Bank Account
  Required
- Transaction Amount
  Required
- Amount Fully Allocated
- Details
- Reference
- Allocation Notes
- Payment Method
- Accounts Payable
- Accounts Receivable
- Type
- Amount
- Transaction
- Project
- Item
- Account
- Description
- Quantity
- Item Price
- Item Tax
- Item Price Precision
- Discount Amount
- Discount Tax
- Discount Percentage
- Tax Code
- Tax
- Net Amount
Action
Write

About Reckon One

Reckon One is an easy to use cloud accounting system built for every day small business owners who want a no fuss, simple and inexpensive solution. Easily add and remove modules such as payroll as your business needs them.

HelpHelp

Related categories

Accounting

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn moreLearn moreHelpHelp

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