How to link Square with freee Accounting and create a client in freee Accounting when payment information is created in Square

In today's world where cashless payments are becoming more prevalent, many people may find it very challenging to manage transaction information as the number of payments increases.
Manually entering sales data into accounting apps can be a hassle. It takes both time and effort.
Since financial tasks cannot afford even a one-yen mistake, let's automate with Yoom to reduce hassle and errors.

This time, we will introduce the benefits of linking Square with freee Accounting, along with the method of "creating a client in freee Accounting when payment information is created in Square"!
Let's take the first step towards business automation from here.

Benefits of Linking Square with freee Accounting

Time Savings

‍Eliminate the hassle of manual input and shorten work time. You no longer need to manually enter sales data, saving a significant amount of time in your daily operations.
Since it is automatically reflected in freee Accounting, you can focus on other important tasks.
This automation leads to significant efficiency, especially for stores and companies with high sales.

‍Accurate Data Management

‍Reduce human errors during data entry.
When entering data manually, mistakes are likely to occur.
Errors in amounts can also affect accounting information. By automatically importing Square's sales data into freee Accounting, it is accurately reflected.
This leads to smooth progress in accounting tasks and maintains accurate accounting data.

‍Real-Time Visualization

‍Understand sales status in real-time.
Since sales information in Square is immediately reflected in freee Accounting, managers and responsible persons can instantly grasp the situation and quickly identify products or services with rapidly increasing sales.
This can be utilized in marketing strategies.

Examples of Business Automation Possible by Linking Square with freee Accounting

Automatic Synchronization of Sales Data

‍Daily sales are automatically registered in freee Accounting.
This eliminates the need to manually enter sales information, saving a significant amount of time.
For example, if a pub owner manually entered sales data into accounting software every day after closing, using this automatic synchronization feature allows them to allocate that time to other important tasks. (It should be helpful as there are many menu items and orders)

‍Streamlining of Journal Entry Functions

‍Assist in automatically categorizing payment data into appropriate accounts.
When each transaction in Square is automatically registered in freee Accounting, if there are journal entry rules set in freee Accounting, the data is processed accordingly, reducing the need for manual journal entry work.

How to Create a Flow for Integrating Square and freee Accounting

This time, let's use Yoom to create a flow where "when payment information is created in Square, a client is created in freee Accounting."
Yoom provides templates, so even beginners can start easily.‍

Before You Start

‍If you don't have a Yoom account, please create one from the Yoom Account Creation Page. You can start in 30 seconds!
For basic operations of Yoom, please refer to Getting Started with Yoom.

‍Step 1: My Apps Integration

‍First, connect the Square you are using with Yoom.
Select My Apps → New Connection → Square from the left side of the Yoom page.
Enter your email address, password, etc., and log in.
Next, connect freee Accounting.
Similarly, select My Apps → New Connection → freee Accounting from the left side of the Yoom page.
After reading, enter your email address, password, etc., and log in.
A notice about starting app integration will appear, so allow it if there are no issues.
Once both apps are connected in My Apps, you're all set.

Step 2: Set the Trigger

‍This time, we will use the provided template.
First, set the app trigger.

Click "When new transaction information (payment information) is created".

Check the linked Square account information and proceed to the next step with the trigger action as is.

Trigger interval → You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* The selectable intervals vary depending on the plan.
Test → Save if the test is successful.

‍Step 3: Set the Action

‍Next, we will set the action.
Click "Create a new contact".

If there are no issues with the linked account, proceed to the next step.

For the business location ID, select the appropriate item from the options.
The contact name is required, so please set it.
If there are other settings you want to configure, please enter them.
You can also enter them later in freee accounting, so as long as the required fields are set, there is no problem.

Test → Save if the test is successful.
Finally, turn on the app trigger.
Thank you for your hard work!

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Advanced Integration Flow of Square and freee Accounting

This time, we introduced the flow of "creating a client in freee Accounting when payment information is created in Square." At Yoom, we offer numerous templates using Square and freee Accounting. We present this as an advanced example, so please feel free to use it as a reference!

For example, how about a flow like "automatically sending a thank you email once a payment is completed in Square"?
This would be especially beneficial for owners of beauty salons and restaurants that use Square for payments. It saves the hassle of manually creating emails and helps in gaining repeat customers by sending gratitude immediately after payment.

Another convenient flow is "updating freee Accounting's account information based on the content of an input form."
You can fill out the pre-created form yourself, or share it with clients to have them input the information directly. This can be a great help in reducing input errors and effort, especially for retailers with many clients or few employees.

Summary

Thank you for your hard work so far.
With the integration of Square and freee Accounting, you may have experienced the automation and increased efficiency of business accounting processes.
Specifically, many tasks that were tedious and time-consuming, such as automatic synchronization of sales data, automation of journal entries, and improved accuracy of inventory management, can be automated.
This significantly reduces the burden of manual work and enables accurate and speedy financial management.

Furthermore, it allows for real-time visualization of financial status.
By automatically synchronizing, data accuracy is maintained, and human errors can be reduced.
With this integration, businesses of various sizes, from small to large enterprises, are likely to find operations easier.