Testing Your Square to Xero Integration Before Going Live
Before you take your business live with a new Square Xero integration, it’s crucial to make sure everything’s working smoothly. Carefully testing your Square to Xero connection ensures your sales data, payments, and inventory flow the way they should—saving you headaches down the road. On this page, we’ll walk you through what to look out for when testing your Square Xero integration so you can confidently connect your systems and focus on growing your business.
Why Test Your Square to Xero Integration Before Going Live?
Ensuring your Square sales sync seamlessly to Xero is a must for busy small business owners. By thoroughly testing before launch, you catch any errors with order syncing, inventory updates, or duplicate entries, which are common issues with Square to Xero connections.
Marketing agencies helping multiple retailers with accounting automation can run test sales through Square, validating that every transaction posts correctly into Xero—this avoids reporting headaches and keeps accounts accurate for their clients.
A quick test run can also help you discover issues with tax mapping or product SKU mismatches so you can fix them before they affect your real business data.
Benifits
Testing your Square Xero integration means fewer costly mistakes, smoother accounting, and peace of mind knowing your data’s accurate before you go live.
You’ll reduce the risk of missed sales, incorrect inventory counts, or confusing your accountant with messy records.
It also helps you catch issues early, so you can fix any configuration problems before they impact your daily business operations.
Examples of How Businesses Benefit From Testing Their Square Xero Integration
For a busy retail boutique, verifying the integration can catch mismatches in tax codes before the financial year end, ensuring sales data aligns perfectly in Xero.
A cafe running daily discounts can test whether their promo sales are recorded correctly, avoiding revenue shortfalls and giving a true picture of profitability.
A marketing firm onboarding multiple franchise clients will find that tests across several stores prevent data duplication—saving hours in manual corrections each month.
Frequently Asked Questions
How can I review Square sales that have synced to Xero?
After each test sale, simply open your Xero dashboard and go to the sales or invoices section. Look for the sales you created in Square, and check that all details—amount, product, customer—match what you entered.
What common issues should I look for when testing Square Xero integration?
Keep an eye out for duplicate transactions, mismatched tax rates, missing inventory updates, and payments not appearing. Testing several transaction types, including refunds, can help surface these issues early.
Can I undo or delete test sales after syncing to Xero?
Yes, most integrations and Xero allow you to void or delete test transactions during testing. Be sure to do this before you take your system live to keep your financial data clean.
Is it necessary to test the integration every time I make a change?
Absolutely—any time you update products, tax settings, or permissions between Square and Xero, it’s a good idea to repeat your tests to catch any new issues.
Key Takeaways for Testing Your Square Xero Integration
Always test your Square Xero integration thoroughly before going live—prevention beats a cure when it comes to accounting errors.
Spotting issues early saves time, reduces stress, and ensures your financial records are accurate.
Whether you’re a small retailer or managing client accounts, a complete test gives you—and your accountant—peace of mind.
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