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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing Bank Accounts from Square into Excel helps you reconcile deposits and track balances without manual exports.
This tutorial shows you how to use Coefficient to import your Bank Accounts object and keep it fresh with auto-refresh.
TLDR
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Step 1:
Install Coefficient and connect to Square in Excel.
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Step 2:
Select “Import from Objects” → “Bank Accounts.”
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Step 3:
Adjust any filters and click “Import.”
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Step 4:
Optionally, enable auto-refresh on your preferred schedule.
Step-by-Step Guide
What Square Data is Imported?
- Disputes
- Bank Accounts
- Gift Cards
- Merchants
- Locations
- Payments
- Invoices
- Payouts
- Customers
- Refunds
Related Square Use Cases
How to Import Payouts Data from Square into Google Sheets
Learn how to easily import live Square Payouts data into Google Sheets using Coefficient for streamlined payout analysis and reporting.
How to Import Customers Data from Square into Google Sheets
Learn how to easily import live Square Customers data into Google Sheets using Coefficient for streamlined customer analysis and reporting.
How to Import Disputes Data from Square into Google Sheets
Learn how to easily import live Square Disputes data into Google Sheets using Coefficient for streamlined analysis and reporting.
Frequently Asked Questions
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How to get Bank Accounts from Square?
1. Open Coefficient sidebar → “Import from Objects.”2. Select “Bank Accounts” → “Import.”Coefficient pulls live account data into your sheet.
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How do I get a list of Bank Accounts in Square?
Use “Import from Objects” and choose “Bank Accounts.”All your linked accounts appear instantly.
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How do I export Bank Accounts to Excel?
1. In Coefficient, click “Export to Excel.”2. Map fields and run export.Coefficient ensures accurate two-way sync.
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How do I update Bank Accounts from Excel to Square?
Choose “Export to Square,” adjust mappings, then “Update.”Excel changes sync back to Square.
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How to send email alerts about Bank Accounts data?
1. Set up an automation in Coefficient.2. Choose Bank Accounts data and email schedule.You’ll get alerts when balances change.
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