Simplify Accounting with Squarespace Commerce

Last Edited Time

Jun 25, 2025 09:39 PM

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AI summary

Integrate third-party finance extensions in Squarespace for improved accounting, export sales data to Excel for detailed financial reporting, and utilize preset date ranges for data exports. Squarespace Payments does not support direct exports; use finance extensions instead.

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Squarespace

Accounting in Squarespace Commerce

TL;DR: Key Points

Connect third-party finance extensions for better accounting functions

Export sales data to Excel (available for transactions from January 2018 onwards)

Get specific data like transaction details, payments, fees, and refunds

Direct exports aren't available for Squarespace Payments (use finance extensions instead)

Choose preset date ranges like last week, last month, or year to date

Use exported Excel files with other accounting services

Connecting Finance Extensions

You can integrate third-party finance extensions directly from your account settings to streamline your accounting. These extensions help with invoicing, financial reports, and keeping your books tidy.

How to Connect Your Extensions

Go to your account settings in Squarespace

Click the 'Extensions' tab

Browse the available finance extensions and pick one that fits your needs

Follow the setup instructions to connect it

Exporting Sales Data to Excel

If you process transactions through Squarespace or other payment providers like Stripe or PayPal, you can export detailed sales data to Excel. This is handy for proper accounting and financial reporting.

Steps to Export Data

Open the Accounting panel in your Squarespace dashboard

Choose your date range for the export

Click 'Download' to get the Excel file

Understanding the Exported Data

Your Excel workbook splits financial information into different tabs:

Orders: Transaction details like sales amounts, taxes, and net payments

Payments: Payment information, including refunds and fees

Shipping: Shipping fees, addresses, and related taxes

Discounts and Donations: Details about discounts applied or donations received

Pixelhaze Tip: Check the timezone settings in your exported files. Squarespace timestamps are in UTC, which might differ from your local time.

FAQs

How do I connect a finance extension in Squarespace Commerce? Go to the 'Extensions' tab in your account settings, then select and connect the service that matches your accounting needs.

Can I export sales data for Squarespace Payments? No, Squarespace Payments doesn't support direct exports. You'll need to use a finance extension to manage this data outside of Squarespace.

What date ranges can I use for exports? You can export data for preset periods like last week, last month, last 90 days, or year to date.

Jargon Buster

Squarespace: Website building platform with built-in eCommerce tools

Commerce: Online business activities (in Squarespace, this covers selling products and services)

Excel: Microsoft's spreadsheet software for organising and calculating data

Finance Extension: Add-on tools for managing finances like accounting and invoicing

Squarespace Payments: Squarespace's built-in payment processing system

Wrap-up

Managing accounting data in Squarespace Commerce works best when you use the right tools. Whether you're connecting finance extensions or exporting sales data for external review, these features help streamline your financial operations. With these steps, you'll have a clear view of your business finances within Squarespace.