The Scenario
You are the owner of a boutique. It is the first of the month and your accountant needs last month's transaction detail by 9 AM Thursday for the bookkeeping close. That is two days from now.
Your Square dashboard has everything, but what your accountant actually needs is a Google Sheet with date, amount, currency, card brand, and status for every payment in the month, formatted consistently and ready to import into QuickBooks. The dashboard's CSV export is close but never exactly right: column names differ, there are extra rows you do not need, and you have to manually clean it up every time.
The bad version of this workflow:
- Log into Square, go to Reports, set the date range, export CSV
- Open the CSV in Google Sheets, realize the column names are wrong again
- Rename six columns by hand
- Delete the summary rows at the bottom that break your accountant's import
- Reformat the date column because it exported as text
- Email the file, get a reply that the currency field is missing
- Start over from the CSV because you already closed the browser tab.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that reads your Square account and writes the data exactly where you need it, with the columns your accountant asked for.
Open the SheetXAI sidebar and type:
List all Square payments from the past 30 days and write each payment's date, amount, currency, customer ID, card brand, and status into this sheet starting at row 2. Sort by date descending.
SheetXAI calls Square's payments API, handles pagination across however many transactions came back, and writes the rows. The column order matches what you asked for. The date is formatted as a date. Currency and card brand are there.
What You Get
A clean transaction log with every payment from the month:
- Date column — formatted as a real date, not a text string
- Amount column — gross amount in the transaction currency
- Currency column — ISO code, ready for multi-currency books
- Card brand column — Visa, Mastercard, Amex, or whatever Square returned
- Status column — COMPLETED, FAILED, CANCELED per payment
The rows are already sorted by date descending, so the most recent transactions are at the top and the accountant can scan for anomalies without scrolling.
If next month's close is slightly different — say your accountant now also wants the location name — you give SheetXAI the same shape of prompt with the extra field. It reads the new data with the new column. No CSV to download.
What If the Data Is Not Quite Ready
Payment exports are rarely as clean as a single location over a clean calendar month. SheetXAI handles the variations in the same prompt.
When you have multiple locations and need them combined
You have three Square locations and your accountant wants one sheet with all transactions clearly labeled.
List all Square payments from the past 30 days across all my locations. Write each payment's date, amount, currency, card brand, location name, and status into this sheet starting at row 2. Sort by location and then by date descending.
When you only want completed payments, not failed or canceled ones
The raw export includes failed attempts and canceled transactions that inflate the row count and confuse your accountant.
List all Square payments from the past 30 days where status is COMPLETED. Write date, amount, currency, and card brand into columns A through D. Skip any rows where status is FAILED or CANCELED.
When the date range spans a partial month for tax quarter prep
Your tax preparer needs January through March as a single export, not three separate files.
Fetch all Square payments from January 1 through March 31. Write date, amount, currency, card brand, and status into this sheet. Add a subtotal row at the bottom showing total gross amount by currency.
When you need the full chain: fetch, clean, and summarize in one prompt
Your accountant wants the transaction detail but also a summary tab with total revenue by card brand and by location for the month-end report.
Pull all Square payments from the past 30 days. Write the full transaction detail — date, amount, currency, card brand, location name, status — into the Transactions tab starting at row 2. Then create a summary in the Summary tab with two tables: total gross amount by card brand, and total gross amount by location. Only include COMPLETED payments in the summary.
The pattern: instead of exporting a CSV, cleaning it, and then building summary tables separately, you ask for all three in one prompt. SheetXAI calls the API once and does the rest inline.
Try It
Get the 7-day free trial of SheetXAI and connect it to Square, then ask it to pull last month's payments into any sheet you have open. The Square integration is included in every SheetXAI plan. For more on what you can pull, see how to export Square invoices for AR tracking or the Square in Google Sheets overview.