Square Sync

Connecting Square lets you import your Square transactions directly into Geekonomics without manual entry.

How It Works

When you sync, Geekonomics pulls all completed Square payments for the selected date range and creates transactions in your books. Each transaction is assigned to the Square Clearing account. When Square pays out to your bank, a transfer is created from Square Clearing to your designated checking account.

This two-step flow mirrors what actually happens: Square collects money on your behalf, then sends you a net payout on a rolling schedule.

Connecting Square

1. Your administrator must have set SQUARE_APP_ID, SQUARE_APP_SECRET, and SQUARE_ENVIRONMENT in the server environment.
2. Go to Square Sync in the left sidebar
3. Click Connect Square
4. You'll be redirected to Square's authorization page — log in and grant access
5. You'll be redirected back to Geekonomics with a connected status

Square uses OAuth — no manual key entry is needed. Your access token is stored encrypted in the database.

Running a Sync

1. Go to Square Sync
2. Optionally set a date range (leave blank to pull all available history)
3. Click Sync Now

Geekonomics deduplicates by Square transaction ID — running the same sync twice will not create duplicate entries.

The sync log at the bottom of the page shows all past syncs with counts of transactions imported.

Setting Your Payout Destination

By default, Square Clearing accumulates balances. To have payouts automatically create transfers to your checking account:

1. Go to Square Sync
2. Find the Payout Destination section
3. Select your checking account from the dropdown
4. Click Save

After this is set, the next sync will detect Square payout records and create transfers from Square Clearing → your checking account automatically.

Understanding the Clearing Flow

After a sync you may notice:

• New income transactions assigned to Square Clearing (each individual sale)
• New transfers from Square Clearing to your checking account (each payout batch)

Your Square Clearing account balance should stay close to zero after each payout. If it's accumulating, either Square hasn't paid out yet, or your payout destination isn't set.

Disconnecting Square

To revoke access, contact your administrator. The connection can be removed from the server; existing synced transactions are preserved.