Help
Frequently asked questions
Short answers to the questions shops ask most. Need more? See the help center or the guide to encoding vendors.
Is the free tool really free?
Yes. Uploading a Square CSV export and generating a monthly statement for each vendor stays free forever, with no account and no card. The CSV never leaves your browser in the free tool. Paid plans only add the automatic, hands-off version.
How do I upload my Square CSV?
In Square Dashboard, export the "Item Detail" sales report for the month (CSV). Then open the free tool, drop the file in, and pick how your booths are coded. We read the item, category, SKU, note and amounts to build one statement per vendor. Uploads are capped at 5 MB.
What is the difference between Starter and Plus?
Starter adds automatic Square sync (no CSV), statement history, the automatic monthly email, refunds and tips handled, your logo on statements, and basic vendor analytics. Plus adds advanced analytics, a read-only vendor portal, payout export, the year-end 1099-NEC report, multiple locations and nightly reconciliation with alerts. See the full breakdown on the pricing page.
How do I connect Square?
On a paid plan you connect Square once with OAuth. We request read-only access only (orders, catalog, merchant profile and payments) so sales sync automatically and you never upload a CSV again. You can disconnect at any time from your settings, which revokes the token with Square.
How do I make sure sales go to the right vendor?
BoothSettle reads how each booth is coded in Square and attributes every sale line to a vendor. We support custom attribute, category, SKU prefix, item-per-booth and the note field. See the guide on encoding a vendor for the exact conventions and which one to pick.
What is in a vendor statement?
Each statement lists the vendor sales lines with gross, discount and net, then net sales, your commission, booth rent and the final payout. Refunds and tips come straight from Square so a payout matches what Square actually paid out. Sales we cannot map to a vendor go into an Unassigned line so nothing is dropped silently.
What happens to my data and privacy?
Your sales data stays tied to your account and is never sold. We read Square read-only, encrypt sensitive fields at rest, and keep logs free of personal data. You can export or delete your data at any time. See the security page and privacy policy for the details.
Related: Pricing, Security, Sync & attribution errors.