1.Monitors new transaction payments
Integrate Square, payment capture tools, and bookkeeping inputs to capture payment payloads and start the ledger entry flow.
Create dated sales ledger entries from online payments fast
Automatically capture payment received transactions across Square and format them for YNAB. Create dated bookkeeping ledger entries from each new paymentβso you can record amounts, lock in dates, and memo details without manual reconciliation.
How this automation creates dated ledger entries
When payment received transactions hit Square, manual data entry can delay reconciliation and misalign dates. This automation captures payment payloads and formats amounts and dates, then creates YNAB transactionsβso your team can reconcile faster with fewer errors.
Squareor swap with your favorite app
2.Formats currency and transaction date
Integrate Formatter by Zapier and data formatting tools to convert cents to currency amount and normalize the transaction date.
Formatter by Zapieror swap with your favorite app
3.Creates YNAB ledger transaction
Integrate YNAB and accounting ledger tools to create a new transaction with memo, cleared status, and the configured inflow account.
YNABor swap with your favorite app
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Simplify recordkeeping with automated transaction capture, receipt logging, and ledger updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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