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How to Set Up Squarespace with Bookkeep

This walkthrough will guide you through the steps to get Squarespace up and running with Bookkeep.

Step-by-Step Setup​

To begin utilizing Bookkeep's automated journal entries for Squarespace, you must connect the Squarespace account where you would like to import the data. Follow the steps below to complete the setup process.

Step 1: Connect Your Squarespace Account​

First, visit the Connections/Apps View from the left navigation and click "Add an app" in the top right. Search for Squarespace by typing in the name or scrolling through the list displayed.

Screenshot showing how to add an app in Bookkeep

Step 2: Connect to Squarespace​

Clicking on Squarespace will take you to the connection screen. You can invite the store owner to connect for you if you don't have the store credentials, which will send them an email to connect Squarespace. If you have the login credentials, click "Connect Now."

Screenshot showing the option to connect Squarespace in Bookkeep

Step 3: Log in to Squarespace​

If you choose "Connect Now," a new window will appear for you to log in to your Squarespace account.

Screenshot showing the Squarespace login window in Bookkeep

Step 4: Confirm Connection​

Once you have logged in and granted access to Bookkeep, you will see your Squarespace account connected to Bookkeep in your Connections-Apps listings.

Screenshot showing a connected Squarespace account in Bookkeep

Step 5: Map Your Accounts​

Now that your Squarespace account is connected to Bookkeep, complete your mapping to the accounts from your Accounting Platform (e.g., QuickBooks Online). Go to the Connections tab, click "Setup" to expand the dropdown, then click "Map" for a specific template. After completing the mappings, set each journal entry to ON. This will activate a daily journal entry for each journal entry template that is turned on. We offer both a Sales Summary daily journal entry and a Payment Fees journal entry, which records the processing fees for payments received on Squarespace from PayPal and/or Stripe.

Screenshot showing how to map accounts in Bookkeep

Step 6. Configure Settings​

Within the dropdown from the Connections view, click "Configure" to select the correct time zone and end of day for the Squarespace account connected. This will impact when we complete the next journal entry and ensure we retrieve the correct order and deposit data for that time period. Choose your Accounting platform company file where the Squarespace data will be posted.

Screenshot showing how to configure settings in Bookkeep

Step 7: Activate Journal Entries​

Once you have mapped the necessary journal entry templates you want to turn ON, you are ready to go! You will see journal entries begin posting to your accounting platform the next day. Alternatively, you can start posting historical data if you are catching up on your accounting.

If you have any questions or need assistance, please feel free to contact support@bookkeep.com.