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can I set up automatic reporting for my bookkeeper?

Is there a way to set up an automatic report that get emailed monthly?

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Admin

Hey @Gallerygirl68, thanks for bringing this up.

 

We do offer an automated email report for Monthly and Annual Sales Summaries which will include a summary of your sales at the end of each month and year. This report will go out to the email address that's saved in your account settings under Personal Information. To make sure you've enabled this option, head over to the Email Notifications tab. 

 

I realize this isn't fully automated as you would have to manually forward the email to your bookkeeper, but I hope this helps surface the information you need. If you have any questions or concerns, please don't hesitate to let me know—I'll be happy to surface more details with our Point of Sale Team. Appreciate your patience as we make improvements based on seller feedback.

️ Tom | he/him
Seller Community Manager | Square, Inc.
Find step-by-step help in our Support Center
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