Integrating Squarespace with Xero Using PayTraQer: A Complete Guide

Managing your Squarespace transactions in Xero can be a breeze with PayTraQer. This guide provides quick instructions, a step-by-step walkthrough, and answers to FAQs to help you seamlessly integrate Squarespace with Xero.

Quick Instructions

1. Prepare Squarespace:

   • Log in to your Squarespace account.

   • Confirm your payment gateways and set up transaction tracking.

2. Set Up Xero:

   • Log in to Xero and verify your chart of accounts, tax settings, and currency configurations.

3. Install PayTraQer:

   • Sign up at PayTraQer download the app, and log in.

4. Connect Squarespace to PayTraQer:

   • Go to Connections in PayTraQer, choose Squarespace, and authorize access.

5. Link PayTraQer with Xero:

   • Authorize PayTraQer to connect to Xero by logging into your Xero account.

6. Configure Settings:

   • Map income, taxes, and fees to the appropriate Xero accounts.

7. Sync Transactions:

   • Click Sync Now in PayTraQer to import Squarespace transactions into Xero.

8. Reconcile Transactions:

   • Match imported transactions with bank feeds in Xero to ensure accurate records.

Step-by-Step Guide

Step 1: Prepare Squarespace

• Log in to your Squarespace account and ensure your payment gateways (e.g., Stripe or PayPal) are appropriately configured.

• Enable transaction tracking to ensure all sales data is available for syncing.

Step 2: Verify Xero Setup

• Log in to your Xero account and confirm your chart of accounts.

• Ensure tax rates and currency settings align with your business needs.

Step 3: Install PayTraQer

• Sign up at PayTraQer and install the application.

• Log in to access the dashboard.

Step 4: Connect Squarespace to PayTraQer

• Open PayTraQer and navigate to the Connections tab.

• Select Squarespace from the list and authorize PayTraQer to access your Squarespace account.

Step 5: Link PayTraQer with Xero

• In PayTraQer, click Connect to Xero and log in to your Xero account.

• Grant the necessary permissions for PayTraQer to sync data with Xero.

Step 6: Configure Integration Settings

• Map sales income, transaction fees, and taxes to the appropriate accounts in Xero.

• Adjust sync preferences, such as real-time or scheduled syncing.

Step 7: Sync Transactions

• Click Sync Now to fetch Squarespace transactions into Xero. These will appear in the Sales or Bank Transactions sections in Xero.

Step 8: Reconcile Transactions

• Open the Bank Reconciliation section in Xero.

• Match imported transactions with your bank feeds to finalize and validate your financial records.

Also read:

Squarespace QuickBooks Online Integration

Frequently Asked Questions (FAQs)

Q1. Does PayTraQer support multi-currency transactions from Squarespace?

Yes, PayTraQer supports multi-currency transactions if Xero’s multi-currency feature is enabled.

Q2. Can I sync Squarespace transactions with different payment gateways?

Absolutely. PayTraQer supports transactions processed via payment gateways like Stripe, PayPal, and others used in Squarespace.

Q3. How do I handle transaction fees in Xero?

You can map transaction fees from Squarespace to a specific expense account in Xero for accurate bookkeeping.

Q4. What if some transactions don’t sync properly?

Ensure your Squarespace settings and API permissions are correctly configured. Check mapping settings in PayTraQer and retry syncing.

Q5. Can I schedule automatic syncing?

Yes, PayTraQer allows you to set up automatic syncing intervals for seamless updates.

Q6. Can multiple Squarespace stores be integrated with Xero?

Yes, PayTraQer supports multiple Squarespace stores and can sync each store’s transactions separately with Xero.