How to provide a customer with annual purchase report for his business?

[rpmautocolor]

I have customers asking for annual reports of what they have spent for tax purposes. Where do I find this?

[ACAcatering]

• Go to Sales on the left-hand menu on your dashboard
• Click on Transactions tab at the top of your page
• Define the time period, enter the last four of the customer's card number, then press Enter
• Export to a CSV file, and edit to total

If you need an official 1099-K, you can find it here, and fill it out accordingly.  

Good luck!

[rpmautocolor]

What if they pay some card, some cash?

[ACAcatering]

Then they are responsible for keeping their receipts.  You have no way to track a cash sale.  If they're a business, they should be keeping their receipts anyway.  Same as you and I.

[GoodNeighborsFL]

If I'm the one invoicing them and they have paid in full regardless of the type of payment method, how do I still create an annual summary of all of their paid invoices for a year? I'd also like to know customer totals by year also which was always very easy in QuickBooks. Any ideas?

[Candlestore]

@GoodNeighborsFL ;

I do not use the Invoicing feature with Square, but you may want to log into your Square Dashboard - Scroll down along the Right Side to In under the Heading All Products to you get to Payments, click that and select Invoices.  See if there is a report there for customer payments received or that you can filter it by customers. I use QuickBooks for my Accounting and Square is more so for being able to accept Credit Cards as Payments and track your Income.  Which an Invoice I think would qualify as a Source of Income.  The only other Idea I have is to see if you can filter out your Transactions Reports for either Invoices or Customers or Both.  

Since I have not done any Invoices with Square I can not see what reports are like for an invoice, just giving some ideas where maybe to look in Square.  What else I have been doing is when I do create an Invoice for my Wholesale customers I save a PDF copy in a folder by wholesaler and Year.  This way I can send them all their Paid invoices so they can add them up for their totals.   This is on top of the invoices in QBs.