Square integration help

Troubleshooting index


Invoices do not sync
  1. Missing Tax Mapping – This happens when you add a new tax type in Square and don’t map it in the integration settings in Amaka. To resolve this
    1. Go to https://app.amaka.io/
    2. Click on the integration you would like to edit
    3. Select the Tax Mapping page
    4. Ensure all taxes are mapped to the corresponding account and Submit the changes.
    5. Go to the Overrides page and apply the appropriate override settings for the missing tax/taxes
    6. Ensure all tax overrides are set and submit the changes
    7. Your sync will automatically restart after a few hours

  2. Missing Account Mapping – This happens when you add a new category or product in Square and have the following settings in Amaka: (1) Invoice format is Categorized and (2) Enable Fallback to Default Sales Account is off. To resolve this, you can either turn on the Enable Fallback to Default Sales Account toggle or map the new item in the integration settings in Amaka.
    1. Enable Fallback to Default Sales Account – Categories and products which are not individually mapped will sync to a default sales account. To enable this toggle
      1. Go to https://app.amaka.io/
      2. Go to integration settings by clicking “Menu” and selecting “Preference Settings”
      3. Select the Accounts Page
      4. Turn on the toggle to Enable Fallback to Default Sales Account and submit the change
    2. To map the new category or product
      1. Go to https://app.amaka.io/
      2. Go to integration settings by clicking “Menu” and selecting “Preference Settings”
      3. Select the Accounts Page
      4. Ensure all categories or products are mapped to a corresponding MYOB Account
    3. The Category or Product has space after the name. It is a known issue that Square Categories or Products with a space after the name are not able to be synced. To resolve this, you can either enable the fallback to default sales account toggle or remove the space in the relevant Square category or product name
    4. Enable Fallback to Default Sales Account – Categories and products which are not individually mapped or have space after the name in Square will sync to the default sales account. To enable this toggle
      1. Go to https://app.amaka.io/
      2. Go to integration settings by clicking “Menu” and selecting “Preference Settings”
      3. Select the Accounts Page
      4. Turn on the toggle to Enable Fallback to Default Sales Account
    5. Remove the space after the category or product name in Square
      1. Go to Square https://squareup.com/login
      2. Go to Items on the left panel and then go to Item Library or Categories
      3. Select which item or product to edit and click on rename
      4. Ensure that the space after the name is removed
      5. Save changes

  3. Refunds for the day is more than the total sales. This is only applicable for the integration between Square and Myob Essentials. This will prevent the data for the day from being synced and is not supported by the current version of the integration – This is due to Myob Essentials not allowing sales invoices to have an overall negative value. To resolve this:
    1. Create an invoice in Myob Essentials for the total sales (to record the sales component of the day’s trade)
    2. Create a customer return for the refunds (to record the refunds component of the day’s trade)

  4. Missing tracking for certain items or categories – This is only applicable for integrations with Myob AccountRight. If you are using tracking by category or product, ensure that categories and products do not have space after the name in Square. To remove the space:
    1. Go to Square https://squareup.com/login
    2. Go to Items on the left panel and then go to Item Library or Categories
    3. Select which item or product to edit and click on rename
    4. Ensure that space after the name is removed
    5. Save changes

Payments are not applied on the invoice for MYOB Essentials

The integration will sync payments as negative line items on the invoice due to the following limitations:

  1. Myob Essentials allows payments only to bank and credit card accounts. By syncing payments as negative line items on the invoice, the integration will be able to sync payments to non-bank and non-credit card accounts such as clearing accounts and gift card liability account.
  2. To handle refunds.

Duplicate line items on the invoice

This can happen if there is more than one tax type applied to the item. Please note that the integration is currently unable to support compound taxes such as WET. To resolve this:

  1. Go to the integration settings on https://app.amaka.io/app/
  2. Select the Overrides Page
  3. Ensure that WET is Ignored as a Tax

Can’t activate the scheduler

To resolve this, make sure that the integration is activated.

  1. Go to the integration settings on https://app.amaka.io/app/
  2. Select the Preference Settings Page
  3. Turn on the toggle to Active for the Sales Sync module

Can’t connect Square or MYOB

Square

  1. Try logging out from Square dashboard.
  2. In the setup wizard, connect Square and log in in the connection window.

MYOB

  1. Try connecting in a different browser. If you are using Google, you can try browsing in Incognito window or browse as Guest.
  2. Before connecting, make sure the user is not logged in to the MYOB File.

Invoice number already exists

This occurs when an invoice is unable to be created as the same invoice number already exists in your MYOB Essentials file. To resolve this issue;

  1. View the list of invoices in your MYOB Essentials package and identify the next available invoice number that doesn’t yet exist e.g. if the last invoice number created by the integration is 10, then the next available invoice number is 11.
  2. Log into your account at https://app.amaka.io/
  3. Go to integration settings by clicking “Menu” and selecting “Preference Settings”
  4. Select “General Settings”
  5. In the “Next Invoice Number” field set the number to the next available number that doesn’t yet exist in your MYOB Essentials invoice list (e.g. 11 from above). Select “Save”.
  6. Your sync will automatically restart after a few minutes.

Can’t authenticate my MYOB Company File

Your company file authentication details consist of a User ID and a password, for example:
User ID: John Doe
Password: xxxxxxxx

square + myob integration - MYOB company file user ID

If someone set up the company file on your behalf, you can contact them to request the correct credentails to sign in. If you created the file, try entering Administrator as the User ID and leave the Password field blank.


Can’t authenticate my MYOB Company File

If you revoke access to Square account used by an integration, the integration will be deactivated and no data will be synced. To restore access, follow the steps below:

  1. Log into Amaka dashboard.
  2. Go to “Connected Accounts” page in the top menu.
  3. Locate the disconnected Square account and click on the three dots to the right to reveal additional options.
  4. Click “Reconnect.”
  5. Follow the screens to reconnect the account. Make sure you log in and connect the same account and company as before.
  6. Once the account is reconnected, click “Integrations” in the top menu.
  7. Locate the integration using that account. You will notice an “Add scheduler” link on it.
  8. Click “Add scheduler” to set up the sync schedule.
  9. Click “Save+Continue” button and review the sync schedule.
  10. Click “Save+Continue” again to return to the “Integrations” page.
  11. Activate the integration by turning the switch ON.
  12. Repeat steps 7-11 for other integrations associated with the previously disconnected account.
  13. The sync should start automatically as per your scheduler settings.
Browse Square + MYOB Integration