Convert Square Transactions Report to Generic CSV
Upload your Square Transactions Report and download a Generic CSV file ready to import into any accounting software.
How to download your Square transactions report
- Log in to your Square Dashboard
- Go to Transactions
- Set the date range for the transactions you want
- Click Export to download a CSV file
- Upload the downloaded file here to convert
About the Generic CSV Format
A universal CSV format with Date, Account, Debit, Credit, and Memo columns. Compatible with most accounting software that supports CSV journal entry imports.
Other Export Formats for Square Transactions Report
Frequently Asked Questions
After downloading your Generic CSV file from SettleBooks, open any accounting software and use the journal entry import feature. The file is pre-formatted to match any accounting software's expected layout.
Yes. SettleBooks categorizes every fee and charge from your Square Transactions Report into separate journal entry lines. Each line maps to a specific account so your books stay detailed and accurate.
Absolutely. Every exported journal entry has total debits equal to total credits. If there's a discrepancy in your source data, we flag it with a warning before you export.
Yes. After signing in, go to Settings → Category Mappings to override the default account name and code for any fee category. Your custom mappings are saved and applied to all future conversions.