Convert Square Transactions Report to Sage CSV
Upload your Square Transactions Report and download a Sage CSV file ready to import into Sage Business Cloud Accounting.
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 Sage CSV Format
CSV format compatible with Sage Business Cloud Accounting's journal import. Includes DD/MM/YYYY dates and Nominal Codes for seamless import.
Other Export Formats for Square Transactions Report
Frequently Asked Questions
After downloading your Sage CSV file from SettleBooks, open Sage Business Cloud Accounting and use the journal entry import feature. The file is pre-formatted to match Sage Business Cloud Accounting'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.