Reporting

You'll know how to set auto-settlement so each day's reports and transfers close cleanly without carryover.

You'll know how to read your cost plus fees and verify every deduction across Square's reports.

You'll know how to use the Reconciliation Report to confirm that every deposit from Square matches your bank statement.

You'll know how to find the right Square report for sales, taxes, inventory, and customer data.

You'll know how to find any transaction in Square Dashboard and pull the detail you need in under a minute.

You'll know how to configure the Daily Sales Summary email and read yesterday's business performance without logging in.

You'll know how to configure business hours and transfer timing so daily reports close cleanly without split-day gaps.