Square + Xledger

Generate double entry GL items in Xledger for new payments in Square

Streamlining your follow-up workflows and stay responsive to new payments with this Zap. Once active, this integration triggers when a payment is successful in Square, automatically creating a double entry GL import in Xledger,

When this happens...
New Payment
Triggers when a new payment is created.
TriggerPolling
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Create Double Entry GL Item
Creates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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- LocationRequired
- Order Status
Trigger
Polling
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- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write

- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write

- Help Text
- LocationRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- AccountRequired
- Pay methodRequired
- Posted Date
- Text
- Amount
- Fee
- CurrencyRequired
- Bank AccountRequired
- Detail AmountRequired
- Detail Text
- Detail DonorRequired
- Detail ProjectRequired
- Detail External Identifier
Action
Write
- CodeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Start Date
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- Voucher NumberRequired
- Transaction SourceRequired
- AccountRequired
- Voucher DateRequired
- TextRequired
- AmountRequired
- CurrencyRequired
- Ext Identifier
- Tax Rule
- Bank Account
- Job Level
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- Company CodeRequired
- Company DescriptionRequired
- Company Number
- Company Email
- Company Street Address
- Company Zip Code
- Company Place
- Company Country
- Company Phone
- Customer CodeRequired
- Customer DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- CountryRequired
- Phone
Action
Write
- CodeRequired
- Email
- Description
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- Supplier CodeRequired
- CurrencyRequired
- External Order Reference
Action
Write
- Customer CodeRequired
- CurrencyRequired
- External Order Reference
Action
Write
- CodeRequired
Action
Write

- Item Type
Trigger
Polling
Try It
- LocationRequired
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- 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
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- 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 IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- 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
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- 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
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- External Identifier
- Number of Records
Trigger
Polling
Try It
- Voucher NumberRequired
- Transaction SourceRequired
- Credit AccountRequired
- Debit AccountRequired
- Voucher DateRequired
- Due Date
- Invoice Number
- TextRequired
- AmountRequired
- CurrencyRequired
- Ext Identifier
- Credit Tax Rule
- Debit Tax Rule
- Credit Subledger Code
- Debit Subledger Code
- Credit Bank Account
- Debit Bank Account
- Job Level
- Workflow
- CR GL Object 1 Code
- DR GL Object 1 Code
- CR GL Object 2 Code
- DR GL Object 2 Code
- CR XGL
- DR XGL
Action
Write
- DateRequired
- Employee CodeRequired
- Expense TypeRequired
- Account DescriptionRequired
- AmountRequired
- Text
- GL Object 1 Code
- GL Object 2 Code
- XGL
- ApprovedRequired
- Ready For ApprovalRequired
Action
Write
- Invoice DateRequired
- Order Number
- Transaction DateRequired
- CustomerRequired
- ProductRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Tax Rule
- CurrencyRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
- ApprovedRequired
- Warehouse
- Location
- External Identifier
- External Order Number
- Job Level
Action
Write
- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- CodeRequired
- DescriptionRequired
- Start DateRequired
- BillableRequired
- Timesheet EntryRequired
- Fund ProjectRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- PO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax Rule
- Received QuantityRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- SO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax RuleRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
Action
Write
- EmployeeRequired
- ProjectRequired
- ActivityRequired
- DateRequired
- Text
- Working Hours
- Invoice Hours
- Time TypeRequired
Action
Write
- PO HeaderRequired
Action
Write

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.

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Related categories

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About Xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

Related categories

Accounting

Square + Xledger

Generate double entry GL items in Xledger for new payments in Square

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

API Request (Beta)

Find Customer

Find Service

Find Customer

Newly Modified AP Transactions.

Newly Modified Customers

Newly Modified Journal Entries

Newly Modified Purchase Orders

Newly Modified Timesheets

Create Donation Deposit

Create Employee

Create GL Import Item

Create or Update Company and Customer

Create or Update Donor

Create or Update Supplier

Create Purchase Order Header

Create Sales Order Header

Get Supplier by Code

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

Newly Modified AR Transactions.

Newly Modified Donors

Newly Modified Projects

Newly Modified Suppliers

Newly Reconciled Customer Invoices

Create Double Entry GL Item

Create Expense Detail

Create Invoice Base Line

Create or Update Customer

Create or Update a Project

Create Purchase Order Detail

Create Sales Order Detail

Create Timesheet Entry

Update Purchase Order Status

About Square

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About Xledger

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