Unify for Square Features

Get more out of Square.

QuickBooks eCommerce multi-channel management

Accounting Integration

Make Square work for you

  • Automatically integrate sales and accounting by syncing all of your Square sales, fees, and expenses directly into QuickBooks Desktop, Pro, Premier, Enterprise, and Online, Xero, or NetSuite. See how Commerce Sync measures up to Unify.
  • Post individual sales or group them into a summary posting
  • Fully reconcile your accounts by recording and tracking all payment fees and expenses, revenue streams, and sales tax
  • Record all aspects of the sale, including customer information, item details, amounts, taxes, shipping charges, discounts, and payment method
  • View your entire multi-location business from one place and make smarter financial decisions
  • Get more from your payment processor and POS system—use Unify for Square connects your entire system

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Square locations inventory management

Inventory Management

Unify for Square simplifies everything

  • Keep inventory prices and quantities in sync in near real time between QuickBooks and your Square locations
  • Easily scale as needed—experiment by adding different sales locations and increase profits
  • Centralize all Square locations into a single QuickBooks inventory list
  • See inventory for your entire company and experience inner peace knowing your balance sheet is always up-to-date and accurate

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Sync Square fees to QuickBooks Desktop

Expenses and Fees

Know exactly what you pay to sell

  • Track and post Square fees to QuickBooks or Xero
  • Connect Unify for Square to your ShipStation account to track and record all of your shipping costs
  • Know what you’ve charged in sales tax and instantly validate that amount
  • Make your accountant love you with accurate bookkeeping and full reconciliation

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NetSuite Square Integration

NetSuite

Enjoy enterprise-level control

  • Sync inventory from individual Square locations to separate inventory locations in NetSuite to better track your sales
  • See specific NetSuite inventory in your Square POS to enable trade show, mobile, and showroom sales
  • Sync sales tax to specific tax codes or create new detailed tax locations
  • Map and sync sales, inventory, and customer data to custom fields within NetSuite

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Frequently Asked Questions

  • What accounting systems are compatible with Unify for Square?

    QuickBooks Online, PC versions of QuickBooks Desktop (Pro, Premier, Enterprise), NetSuite, and Xero.

  • Can I connect more than one Square location to Unify for Square?

    Each Square location will be automatically connected to Unify when you sign in. The connection to your accounting platform is universal for all Square locations connected within Unify. You can disconnect specific locations later if you’d like, but who would want that?

  • How long does it really take to set up?

    Unify connection and setup takes about 10-15 minutes. After that, your sales will be downloaded and ready to be synced to QuickBooks. For NetSuite customers, we’ll treat your unique setup with white-glove onboarding support.

  • Do I need to log in every day?

    Only if you want to. Unify has an automation tool that will download sales and sync them to QuickBooks automatically at 11:00 pm (PT) every day.

  • Can multiple people log into Unify?

    Unify for Square works with a single user at this time. But since it is a web-based application, any user can log in from anywhere. In some circumstances, NetSuite accounts will be accessible multiple users.

  • Can I customize how Unify for Square syncs with NetSuite?

    Yes—we know NetSuite is highly customizable, so we’ve built Unify for Square to be very flexible for the most common use cases. We’re confident that with our onboarding experts, Unify for Square will provide the settings you need.

  • For more information, visit our Unify for Square Help articles

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