Square + Go Fig
Integrate Square payment, POS, and location data with Go Fig for unified retail and financial analytics.
Square is the operating system for a lot of multi-location retail, food, and service businesses: in-person POS, online checkout, inventory, timecards, and cash drawer all in one place. The challenge for finance is that Square's reporting is per-location and per-channel, while the business lives in the consolidation, and that consolidation usually means an operator exporting each location and rebuilding the roll-up in a spreadsheet that is out of date by the next deposit. Go Fig does not replace Square. It connects to Square at the transaction and payment grain, preserves location and device and channel as dimensions, reconciles against your accounting ledger and your other systems, and loads fresh, traceable numbers into the Excel your finance team already uses, every day, without the manual pull. Deposit reconciliation, per-location margin, and same-store sales become standing views; refunds and disputes are tracked through their lifecycle, cash versus card is preserved at the tender grain, and multi-currency locations land in a consistent base currency for roll-up. Celeste, Go Fig's AI analyst, can answer per-location and cross-location questions (which store is running the best labor-to-sales ratio this month) without the operator rebuilding the cut, working only on your data with a full audit trail. Your financial data stays in your environment, is never pasted into a public chatbot, and is never used to train an outside model.
Key facts
- Auth
- Square OAuth, per-merchant
- Grain
- Transaction, payment, tender
- Locations
- Multi-location, multi-device
- Tender tracking
- Cash vs card preserved
- Sync cadence
- Webhook-driven, near real time
What you can do with Square data in Go Fig
Multi-location sales and margin
Compare location-level sales, cost of goods, and labor side by side with a shared chart of accounts and same-store math applied consistently.
Deposit reconciliation
Match Square bank deposits back to the underlying transactions and fees, automating a weekly manual task for multi-location operators.
Cash vs card and tip handling
Track tender-level sales, cash drawer variances, and tip distribution through payroll with the full transaction trail intact.
Data available from Square
Go Fig extracts and normalizes the following data from your Square account:
How to connect Square
Authorize Square via OAuth
From the Go Fig connector page, click Connect Square. You are redirected to Square to sign in with the merchant account that owns the locations you want synced. For multi-entity operators, repeat this step per merchant account; each lands in its own partition.
Select locations in scope
Square merchants often have locations that are no longer operating or that belong to a different legal entity. Pick the exact locations to sync. Device-level attribution (register, mobile reader, online checkout) is preserved automatically so channel analysis works without extra setup.
Map item categories to GL accounts
Square's catalog categories rarely match your chart of accounts one-for-one. Go Fig suggests a mapping from category to revenue GL, with overrides for items that should book to a different account (gift card liability, service revenue, retail COGS). Once mapped, per-transaction revenue journals are generated automatically.
Wire deposit reconciliation to the bank connector
Connect your bank (Plaid or direct) and Go Fig matches Square deposit batches to bank-posted credits. Fees and chargebacks are reconciled to the underlying payments, so the weekly reconciliation that used to take hours runs as a standing workflow.
Authentication: Square OAuth with merchant-level consent. Read-only scopes are requested for Payments, Orders, Items, Inventory, Customers, Employees, Timecards, and Locations. For multi-entity operators (separate merchant accounts per legal entity), each account is authorized independently so entity boundaries are preserved in your reconciled data.
Common Questions About Square Integration
Does Go Fig support multi-location Square operators?
Yes, this is one of the most common Square use cases. Locations are preserved as a dimension on every transaction, so per-location P&L, same-store sales, labor-to-sales ratio, and margin-by-format roll up cleanly. Operators with separate merchant accounts per legal entity can connect each one; each partition has its own deposit schedule and its own GL mapping.
How is cash versus card tracked?
Tender grain. Every payment carries the tender type (cash, credit, debit, gift card, other) as a native attribute. That means cash-drawer reconciliation, card-processing-fee economics, and gift-card liability tracking are all possible without leaving your reconciled data. Cash variances at close are visible by location and by employee when the POS is configured to assign drawers.
Are refunds and disputes handled?
Yes. Refunds are ingested as their own records linked to the original payment with reason codes and partial-refund amounts preserved. Disputes are tracked through the Square dispute lifecycle (evidence requested, won, lost) and the funds impact is posted at the right time. Chargeback fees appear in the fees feed so payout reconciliation never has unexplained deltas.
Does Go Fig support Square Appointments, Invoices, and Online?
Yes, all Square product lines route through the same Payments and Orders objects once authorized. Appointments revenue is attributed to the service category, Invoices revenue carries the invoice object through to reconciliation, and Online checkout transactions are tagged as an online channel so in-person versus online can be compared as a dimension.
How are timecards and labor data used?
Timecards are ingested at the shift grain with employee, location, and role preserved. Joined to the Payments feed at the same location and hour, this produces labor-to-sales ratio, a key operating metric for retail and food service. Joined to payroll, you get fully loaded labor cost against sales, which is the number most multi-location CFOs want on the weekly flash.
Related Payments integrations
Other systems Go Fig connects, reconciles, and loads into the Excel your finance team already uses, often alongside Square.
Ready to connect Square?
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