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Importing Invoices from Square into Excel gives you a live view of billing status and amounts due.
This guide walks you through importing your Invoices object with Coefficient and enabling auto-refresh.
TLDR
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Step 1:
Install Coefficient, connect Square.
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Step 2:
Select “Import from Objects” → “Invoices.”
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Step 3:
Click “Import,” verify columns.
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Step 4:
Enable auto-refresh as needed.
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 Invoices from Square?
1. Open Coefficient sidebar → “Import from Objects.”2. Select “Invoices” → “Import.”Coefficient brings all invoice records into Excel.
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How do I get a list of Invoices in Square?
Use “Import from Objects,” choose “Invoices.”View every generated invoice.
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How to export Invoices to Excel?
Click “Export to Excel,” map fields, then run.Your sheet updates with live invoice data.
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How do I update Invoices from Excel to Square?
Choose “Export to Square,” configure mappings, then “Update.”Excel changes sync back to Square.
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How to send email alerts about Invoices data?
Set up an email automation in Coefficient.Select Invoices fields and schedule.Receive alerts on overdue invoices.
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