NAYA + Square Integration
NAYA's Square integration connects your point-of-sale and online payment data to automated reconciliation. From in-store transactions to ecommerce orders, NAYA matches Square payments to your bank deposits and syncs with your general ledger.
Integration Benefits
Omnichannel Transaction Sync
Reconcile Square transactions from every channel: in-store POS, online checkout, invoices, and virtual terminal. NAYA consolidates all Square payment sources into a unified view.
Multi-Location Management
For businesses with multiple Square locations, NAYA tracks transactions, deposits, and fees per location. Compare performance and reconcile cash across your entire operation.
Tip and Gratuity Tracking
Square tip amounts are captured separately from base transactions. NAYA tracks tip totals by employee or location for accurate payroll and tip distribution reporting.
Catalog and Inventory Integration
Square catalog items and modifiers are synced with transaction data. Know exactly what sold, at what price, and reconcile revenue by product category or SKU.
Square Capital Tracking
If you use Square Capital loans, NAYA tracks daily deductions from your deposits. See loan repayment progress alongside regular transaction reconciliation.
How to Connect
Connect Square Account
Authorize NAYA to access your Square account via OAuth. This grants read-only access to transactions, payments, deposits, and catalog data.
Configure Location Mapping
Map your Square locations to corresponding GL accounts or cost centers. Define how each location's revenue, fees, and deposits should be categorized.
Set Up Category Mappings
Map Square catalog categories to revenue accounts in your chart of accounts. Configure how different item types (products, services, tips) are recorded.
Connect Bank Accounts
Link the bank accounts where Square deposits funds. NAYA matches Square deposit reports to actual bank credits automatically.
Validate Test Transactions
Process test transactions through Square to verify end-to-end reconciliation. Confirm that POS sales, online orders, and refunds flow correctly.
Square Reconciliation: From POS to General Ledger
Square powers payments for millions of businesses—from coffee shops to retail stores to service providers. With hardware, software, and banking all in one ecosystem, Square simplifies selling. But for finance teams, reconciling Square transactions against bank deposits and accounting records still requires manual effort.
NAYA's Square integration brings automation to this process. Every transaction, tip, and settlement flows into your reconciliation workflow automatically.
The Square Reconciliation Challenge
Square's all-in-one approach creates unique reconciliation needs:
- Mixed payment types: card, cash, gift cards, invoices
- Tips that must be tracked separately for payroll
- Multiple locations with independent deposits
- Catalog complexity with items, modifiers, and discounts
- Hardware and software transactions from different sources
Manual reconciliation means exporting Square reports, matching deposits, and allocating revenue by location and category in spreadsheets—time that could be spent running your business.
How NAYA Automates Square Reconciliation
NAYA transforms Square reconciliation through continuous automation:
Unified Transaction View
All Square channels—POS, online, invoices, appointments—appear in one reconciliation workflow. No more jumping between Square Dashboard sections to piece together your financials.
Location-Level Tracking
Each Square location's transactions, fees, and deposits are tracked separately. Roll up to see total business performance or drill down by location. Learn more about payment gateways and multi-location reconciliation.
Tip Management
Tips are separated from base sales for accurate reporting. Track tip totals by employee, shift, or location to streamline payroll and tip pooling.
Deposit Matching
Square deposits to your bank are matched to the underlying transactions. Fees are extracted, refunds deducted, and the net deposit reconciled against bank credits.
Multi-Channel Commerce
Modern Square businesses sell everywhere:
- In-store POS with Square Terminal or Register
- Online via Square Online Store or ecommerce plugins
- Invoices sent to customers for services rendered
- Virtual Terminal for phone orders
NAYA consolidates all channels into unified reconciliation, giving you a complete picture of revenue regardless of where the sale happened.
Integration with Square Ecosystem
Square's ecosystem includes more than payments:
- Square Payroll: Track tip allocations for accurate payroll
- Square Capital: Monitor loan repayment deductions
- Square for Restaurants: Reconcile table, tab, and modifier sales
- Square Appointments: Match service bookings to payments
Ready to automate your Square reconciliation? Learn more about NAYA's approach to reconciliation and see how we help businesses streamline their payment operations.
FAQ
How does NAYA connect to Square?
NAYA connects via Square's Connect APIs using OAuth authentication. We access transactions, payments, orders, and deposit data in read-only mode.
What Square data does NAYA sync?
NAYA syncs payments, orders, refunds, disputes, deposits, and fees. We also pull catalog data for item-level reporting and location data for multi-store businesses.
How does the integration handle Square's daily deposits?
Square deposits are matched to individual transactions that make up each deposit. NAYA accounts for processing fees, refunds, and disputes deducted from gross sales.
Can NAYA reconcile Square Terminal and Register hardware?
Yes. Transactions from Square Terminal, Register, and other hardware appear the same as any Square payment. NAYA reconciles all hardware-based transactions.
How are Square fees broken down?
Square's per-transaction fees are extracted and categorized. NAYA validates fees against your rate card and flags any unexpected charges or rate changes.