A Square payout reaches the bank as one number. Inside it are the sales, the
sales tax and tips collected, refunds and Square’s fees. Zeno reads them from
Square and records each payout as one deposit that adds up to exactly what
reached the bank. Square works with QuickBooks Online books.
The result: each payout is one entry on its own bank line, with sales, tax, tips, refunds and fees where your books need them.
Connect Square
Start on Connections
Under Clients → Connections, pick the client and press Connect Square. Square asks the seller to
sign in and allow Zeno to read payouts, payments, orders and the business
profile. Zeno can read only; it cannot move money.
Choose where the money goes
Once per client: the bank account Square pays into, and an account for
sales, sales tax, tips, refunds, Square fees, disputes and adjustments.
Tips can go to a liability or to income, as the firm keeps them. A client
with Square Capital also has a loan account its repayments reduce, which
must be a liability. Choose them on the Square card, or ask your AI to set
them from the client’s chart; Zeno
refuses an account that is not there and changes nothing.
What Zeno reads
New payouts several times a day, unattended. For each sale Zeno reads the
tax and tip from Square, and splits them out only when Square’s own figures
agree; otherwise the whole sale stays in sales and the plan says how many
were not split. To read new payouts sooner, ask your AI to sync.
Charges that pay invoices
A charge inside a payout is not always a new sale. When it pays an invoice
already in the books, or a payment someone already recorded (QuickBooks
Payments, a sync app, or by hand), Zeno settles it instead of booking the
income twice. A recorded payment still in Undeposited Funds is deposited by
the payout. An open invoice the charge pays gets a payment recorded against
it, and the payout deposits that. Zeno matches a charge by the invoice number
it carries, or by the customer and the exact amount, and only when exactly one
invoice or payment fits. When two could fit, the charge stays a sale and the
plan names both, so you decide. Everything else is booked as sales.
For a client who never invoices, set Charges to Charges are sales on the connection’s card, or ask your AI to.
Your AI sees what Zeno sees
Ask your AI to open a payout and it gets every transaction Zeno read from
Square: the ids, amounts and fees, and what each charge carries (the note, reference ids, order lines and the customer),
beside what Zeno proposes each charge settles. When a charge could pay two
invoices, or Zeno missed a match, tell your AI which one. It plans it that
way, Zeno checks it against the books, and you approve the plan as usual.
Zeno also reads who paid each sale. A seller who connected before October
2026 matches only on the buyer’s email and the sale’s note until they connect
Square again.
Plan them
Ask your AI to plan the client’s Square payouts. Each payout becomes one
deposit on the bank line it caused. Nothing posts until a person approves
the plan.
Zeno holds a payout back, and says why, when its bank line has not arrived
yet, and refuses one whose parts do not add up, is in another currency, or
is already in a plan.
When Square takes money from the bank instead, that withdrawal is planned as
a check from the bank account, with each part on its own line.
Disconnect
Disconnect on Connections stops the reading and gives up Zeno’s
access in Square as well. Payouts already read and anything posted stay. 
