Square to Xero Pre-Integration Checklist
Getting ready to connect your Square sales with Xero? Our Square Xero integration makes syncing your orders and inventory a breeze, but it’s crucial to tick off some important steps before you start. This pre-integration checklist is designed to help small business owners and marketing companies lay a solid foundation, ensuring a seamless Square Xero integration from the get-go.
Why Prepare for Square to Xero Integration?
Syncing Square with Xero doesn’t just save you hours of manual data entry—it helps streamline your sales, accounting and inventory tracking all in one go. Many small business owners and marketing agencies use this integration to keep financials up to date, reduce errors, and speed up reconciliations. By preparing ahead, you’ll avoid common roadblocks and keep your business running smoothly.
Related keywords like ‘Square to Xero sync’, ‘automate Square sales accounting’, and ‘connect Square sales to Xero’ highlight just how valuable this integration is for businesses looking to scale and simplify their workflows.
Benifits
Save hours each week on manual entry and reconciliations.
Reduce human error by syncing your orders, inventory, and sales data automatically.
Get real-time financial snapshots so you’re always on top of your business health.
Stay ready for tax time with up-to-date, organized records in Xero.
Easily scale your business with a system designed to grow with you.
Examples of How Businesses Can Use a Square to Xero Pre-Integration Checklist
A local coffee shop uses the checklist to make sure its daily sales data from Square flows directly into Xero, skipping the end-of-day number crunching.
A boutique marketing agency leverages the checklist for multiple retail clients, helping each one map their income streams accurately in Xero and sparing their teams hours of admin work each month.
A growing online retailer checks off each step to ensure all their inventory and sales details are synced up before a busy holiday season, preventing stock or accounting surprises.
Frequently Asked Questions
How do I connect my Square sales to Xero?
You just need to set up the integration using your Square and Xero login details. Follow each step in the checklist—double-check that your product listings and account categories match up, then launch the sync.
What should I do before integrating Square with Xero?
Review your data, make sure product codes and accounts are consistent, and back up your records. This checklist walks you through it step by step.
How can I avoid errors during Square Xero integration setup?
Pay close attention to how your products and tax rates are mapped. Cleaning up your data ahead of integration is the best way to prevent mistakes.
Can I undo the sync if something goes wrong?
If you backed up your data ahead of time, you can easily restore prior versions. Most tools, including WBsync, give you options for disconnecting or pausing the sync if needed.
Does syncing Square with Xero affect my existing records?
Integrating won’t change past transactions, but it’s always best to double-check your data and keep backups, just in case.
Key Takeaways: Setting up Your Square to Xero Integration for Success
A pre-integration checklist saves time, prevents errors, and keeps your financials organized from day one.
Double-checking your data, product codes, and account categories before syncing keeps your records clean and accurate.
Preparing now means no surprises—and a much smoother Square to Xero integration experience.
Pricing
Plans that scale with your business.
| Free | Starter | Growth | |
| $0 | $29 | $49 | |
| Get Started | Get Started | Get Started | |
| Free Trial | 14 Days | 14 Days | |
| What's included | |||
| Orders per month | 10 | 100 | Unlimited |
| Backsync | - | Unlimited* | Unlimited |
| Features | |||
| Payments | |||
| Inventory** | Unlimited | Unlimited | |
| Onboarding | |||
| Personal Onboarding | Free | Free | |
| Helpdesk | Unlimited | Unlimited | Unlimited |
- Trial plans revert to Free plan after trial is over (and not upgraded)
- * Historic transactions not included in trial plans
- * Historic transactions are counted towards your monthly order quoata
- ** Items sync is not included Trial plans