Square settings - General section

You can find the below settings in the General section.

General tab

Square Account Name 

This field displays the Square account name connected via this integration. The integration app assigns a default business name on your first install. Update this field with an appropriate account name up to max 20 characters. On update, the account name changes are reflected in the flows, labels, and saved searches in NetSuite.

Select active Square locations

Select one or up to ten active Square locations to sync data between Square and NetSuite. You can run the integration flows only for the selected locations. 

If you select more than ten locations in this setting, the error message "You can’t select more than 10 locations in the Select active Square locations setting” is displayed.

Whenever you add a new location in Square, the location is displayed in this list. Next to the setting, click Refresh to see the newly added location.

Auto-assign inventory detail to Lot Numbered/Serialized items

If you have Serialized/Lot Numbered items, it is mandatory to provide inventory details to create any posting transaction. If you select the Auto-assign inventory detail to Lot Numbered/Serialized items box, and if your order has Serialized/Lot Numbered items, the “Square Order to NetSuite Cash Sale Add” and “Square Refund to NetSuite Cash Refund Add” flow flows auto-assign inventory details to the Serialized/Lot Numbered Items. 

The flow assigns the inventory detail of the Serialized items based on the lowest internal ID and the Lot Numbered items based on the recent expiry date from the desired location. The “Square Refund to NetSuite Cash Refund Add” flow assigns back the inventory details from the cash sale record.

Tax tab

How would you like to bring sales tax into NetSuite?

This setting allows you to specify your preference for mapping tax totals between NetSuite and Square. The leading practice is to overwrite NetSuite tax totals with values from Square.

Per-line taxes on transaction enabled in NetSuite

Check this box if taxes are enabled in NetSuite at line-level. You can find this preference in NetSuite by navigating to Setup -> Accounting -> Taxes (Setup Taxes).

NetSuite item to track Square tax amount as a line item

Lets you choose the corresponding NetSuite item to track total sales tax in Square against a single line item on the sales order. You need to create an item of "Non-Inventory" type in NetSuite and add it here