Overview
The Square integration imports transactions from your Square POS into Smartbills, providing automatic receipt generation, item catalog sync, and location-based reporting.Key Features
Prerequisites
- Square account (any plan)
- Smartbills Business plan or higher
- Square account owner or admin access
Setup
1
Open the Apps Marketplace
In Smartbills, go to Settings > Apps and search for Square.
2
Connect Your Account
Click Connect and sign in to your Square account. Authorize Smartbills to read transactions and catalog data.
3
Select Locations
Choose which Square locations to sync with Smartbills.
4
Map Items
Map Square catalog items to Smartbills product categories.
5
Enable Sync
Activate real-time sync via webhooks or set a scheduled sync interval.
Configuration
Location Settings
Item Mapping
Transaction Filters
Data Sync
Troubleshooting
Transactions not syncing
Transactions not syncing
Verify the webhook configuration in your Square Developer Dashboard. Re-authorize the integration if issues persist.
Missing locations
Missing locations
Re-sync locations from the integration settings. New Square locations are not added automatically.
Item catalog out of date
Item catalog out of date
Trigger a manual catalog sync from Settings > Apps > Square > Sync Catalog.
Duplicate transactions
Duplicate transactions
Ensure only one sync method (real-time or scheduled) is active.
Tips not appearing
Tips not appearing
Verify that tip tracking is enabled in the integration settings. Tips are recorded as a separate line item on the receipt.