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How to download Square Transfer Summary

If you'd like to compare your Square data to Link My Books summaries

Daniel Little avatar
Written by Daniel Little
Updated over a week ago

  1. Navigate to Balance > View all transfers on your Square Dashboard

  2. Click on the transfer you wish to compare

  3. Use the Transfer summary to compare

Screenshot of a Square dashboard showing the 'Activity' section for September 2023. The table lists transactions with columns for Date, Type, Location, and Amount. Two transactions from 30/09/2023 are labeled 'Instant' at 'Shop' with amounts of $329.54 and $426.47. An earlier entry labeled 'Active Sales' shows $3.96. A red arrow points to the $329.54 amount

Screenshot of a Square transaction summary for 30/09/2023 showing a $329.54 transfer. The summary lists 3 transactions with $309.10 in product sales, $30.90 in tax, and $340.00 total collected. No returns, discounts, tips, or gift card sales were recorded. Deductions include $4.94 in fees, $0.50 GST on fees, and a $5.02 instant transfer fee, resulting in a net transfer of $329.54

Our customer support team will be more than happy to help you reconcile your Square data with your Link My Books data. Just send them a copy of the exported report to [email protected]

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

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