Imports Square POS CSV exports into accounting transactions, handling sales, tips, refunds, fees with column mapping, deduplication via transaction ID, preview summary, and categorization.
npx claudepluginhub openaccountant/skillsThis skill uses the workspace's default tool permissions.
Import transaction data from Square POS CSV exports. Handles sales, tips, refunds, and Square processing fees. Maps Square's item-level detail into Open Accountant's transaction format.
Provides UI/UX resources: 50+ styles, color palettes, font pairings, guidelines, charts for web/mobile across React, Next.js, Vue, Svelte, Tailwind, React Native, Flutter. Aids planning, building, reviewing interfaces.
Fetches up-to-date documentation from Context7 for libraries and frameworks like React, Next.js, Prisma. Use for setup questions, API references, and code examples.
Explores codebases via GitNexus: discover repos, query execution flows, trace processes, inspect symbol callers/callees, and review architecture.
Share bugs, ideas, or general feedback.
Import transaction data from Square POS CSV exports. Handles sales, tips, refunds, and Square processing fees. Maps Square's item-level detail into Open Accountant's transaction format.
transaction_search — check for existing Square transactions to prevent duplicatescategorize — assign categories to imported Square transactionsexport_transactions — export reconciled Square data| Square CSV Column | Open Accountant Field | Notes |
|---|---|---|
Date | date | Transaction date |
Time | — | Not stored |
Transaction ID | reference_id | Square payment ID for dedup |
Description or Item | description | Item or payment description |
Gross Sales | amount | Total before fees (positive = income) |
Tips | amount (separate row) | Tip amount (positive = income) |
Processing Fees | amount (separate row) | Square fee (negative = expense) |
Refunds | amount (separate row) | Refund amount (negative) |
Net Sales | — | Calculated, not stored directly |
Payment Method | notes | Cash, card, etc. |
To work with Square exports manually:
Gross Sales: =SUM(E:E)
Total Tips: =SUM(F:F)
Total Fees: =SUM(G:G)
Total Refunds: =SUM(H:H)
Net Revenue: =GrossSales + Tips - Fees - Refunds
Effective Fee %: =TotalFees / (GrossSales + Tips) * 100
Avg Transaction: =GrossSales / COUNTA(D:D)
Square Dashboard has built-in reports at Reporting > Sales Summary that show gross sales, fees, and net by day, week, or month. Use these for quick reference without exporting.