QuickBooks is a business management software that helps businesses manage finances, invoice customers, track your expenses and cash flow, record payments, and much more. Tracking financials accurately is essential for any business. QuickBooks saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions.
1. Open Data Sources in Veltrix and click Connect on the Square tile.
2. Sign in to Square and choose the seller account you want to connect.
3. Approve the read-only permissions. Veltrix starts pulling your Square data immediately.
Ask Veltrix "How much did we sell last month?" or "Which location is doing best?" and get a plain-English answer from your Square Orders, Payments, and Customers.
Owners see what's working. Bookkeepers prep reviews without exporting a single Square report.
Connect Square with QuickBooks or Xero, and Veltrix compares Square deposits, payments, and refunds against your accounting.
Owners see if everything ties out. Bookkeepers find the gap — in dollars and dates — without manually matching transactions.
Veltrix flags when refunds spike, discounts grow unusual, or sales patterns shift across your Square locations.
Owners spot problems before they hurt cash. Advisors raise them at the next client review.
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