Getting setup to accept credit cards on Square only takes a few minutes but don't miss out on our entire suite of products that can help you run and grow your business.

This 5-step guide can help you take payments faster, significantly reduce employee training time, generate robust sales and inventory reports, and cut your administrative time in half. 

If you're looking to learn more about getting up and running, check out our comprehensive guide to starting a business

What if I get stuck? 
Get in touch with our Support team anytime by email or on Twitter, and if you've successfully created an account, you can give us a call Monday through Friday between 6 a.m. and 6 p.m. PST.

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Stage 1: Get Set Up to Take Payments

Use this section to order your hardware and set up your secure Square account so you can get paid quickly once you start accepting payments.

ACCOUNT CREATION
To Do Steps Why?
Yes Create account with a corporate email Use your corporate email when creating your account to keep your business and personal info organized. Important alerts and updates are sent to this email address.
Yes Enter business and personal information Help Square verify your account and recommend useful features for your business type.
Yes Enter bank account info Get deposits within 1-2 business days. You can also add additional bank accounts during location setup later.
Yes Order hardware Make sure you're set for opening day by ordering your hardware at least 10 days early since shipping takes time.
Yes Download Square Register Get the Square Register app – the point-of-sale system designed to grow with you – to accept payments in-store or on the go.

Stage 2: Set Up your Account on Square Dashboard

Your online Square Dashboard is your business headquarters, where you can take care of everything from adding locations, employees, and items, to customizing your account, viewing your sales reports, and more.

ACCOUNT SECURITY
To Do Steps Why?
Yes Set up security question If you forget your password, a security question helps you quickly reset it.
Yes Turn on 2-Step Authentication 2-step authentication provides an extra layer of security for your online dashboard. 
LOCATION SETUP
To Do Steps Why?
Yes Add locations and addresses Set up locations to slice and dice sales data, update inventory, and manage employees across all your stores.
Yes Add other bank accounts If you skipped this step, or have separate bank accounts for each location, add this info now.
Yes Add deposit tag Match deposits to specific locations with tags.
Yes Add business hours Business hours tell your customers when you're open and let Square know when to email your daily sales summary. 
Yes Add web and social media sites Your website and social links appear on digital receipts. This is also a great way to get more online traffic.
Yes Set up close-of-day times Setting a close-of-day time lets Square group and send deposits based on a full day’s business activity.
RECEIPT SETUP
To Do Steps Why?
Yes Add receipt logo Your logo appears on customers' digital receipts and helps them recognize your business and their purchases. 
Yes Add business details and policy Customize your receipts and help set the right expectations around your store policies. 
DASHBOARD LIBRARY SETUP
To Do Steps Why?
Yes Create categories Categories classify items into different groups like Hot or Cold Drinks and control what items print on kitchen tickets. 
Yes Create items Items created in your dashboard display at the register, which increases checkout speed and provides detailed reporting, so you know what you're selling. 
Yes Create modifiers Let customers tailor orders with modifiers and get better item-level data. 
Yes Create discounts Discounts for neighbors? Employee meals comped? Create dollar and percentage discounts for items or an entire sale. 
Yes Create taxes Set up tax rates and the items they apply to and let Square calculate the total. The tax report shows total tax collected. 
Yes Set up inventory Know exactly how much inventory you have and when you need to restock by setting up inventory management. 
Yes Set up dining options Note how and where an order will be used (e.g. 'For Delivery' or 'Layaway') to help your staff prepare orders correctly. This information also appears in your reports. 
Yes Purchase gift cards Order your gift cards early so you're ready to sell them on day one.
Yes Create gift card items Load and sell gift cards, by creating a gift card item in your Item Library. Leave the price blank to add a value at the register.
EMPLOYEE SETUP
To Do Steps Why?
Yes Subscribe to Employee Management Access robust employee and location management, including time tracking, employee clock-in/out, passcodes, and advanced reports.
Yes Create permission groups Create groups with specific access permissions. You'll assign employees to these groups when you invite them.
Yes Create employees Invite employees to accept payments for your business. Track their sales, discounts, and tips with custom reports. 
Yes Assign permission groups, passcode, and location After an employee is created, assign them to the appropriate permission group to restrict their access to parts of your Square Dashboard or the Square app.
Yes Set up punch cards Offer loyal customers a reward for their purchases. Punches are tied to a customer's email, phone number, or credit card.
VIEW ANALYTICS
To Do Steps Why?
Yes Transaction history, summaries, and reports See how your business is performing by the hour, week, year, and more to make informed business decisions.  
Yes Tie Deposits to Transactions Click a deposit in your online dashboard to see all transactions included in a deposit. 
Yes Learn about other reports Create reports from your dashboard that include items, discounts, taxes, payment method, employees, and more.

Stage 3: Set Up Hardware and the Square App

Once your hardware arrives, you can connect your compatible Apple or Android device to start taking payments. This section will show you how.  

DEVICE SETUP
To Do Steps Why?
Yes Create Device Codes & sign into devices Let employees log into the Square app without an email address or password and pair devices to specific locations. 
Yes Configure Items Grid, tile color and name Customize the layout of the Square app to locate important items, discounts, and categories quickly.
SQUARE REGISTER SETTINGS
To Do Steps Why?
Yes Set up signature settings Skip signatures for small transactions or choose to have your customers sign on paper receipts. 
Yes Set up tipping Accept tips and customize how they're added to a sale, or disable tipping if it is not customary. 
Yes Set up cash management Track how much cash should be in your cash drawer at any given time.
Yes Turn on Offline Mode Continue to accept credit cards even if your WiFi goes out. 
Yes Turn on Employee Management  Put passcodes to work, enable timecard tracking, get detailed employee reporting, and more.
Yes Turn on open tickets Create tickets you can modify before charging customers. Close out the ticket when the customer's ready to pay. 
HARDWARE SETUP
To Do Steps Why?
Yes Connect iPad to Square Stand Square Stand secures and charges your iPad, connects to receipt and kitchen ticket printers, cash drawers, and barcode scanners, and processes payments.
Yes Connect cash drawers Square Stand connects to a cash drawer so you can keep track of your cash with every sale. 
Yes Connect USB printers Print customer receipts, accept signatures and tips on receipts, and print order tickets with receipt printers. 
Yes Connect ethernet interface printer Ethernet printers are a great option if you need to connect more than one printer to your Square Stand.
Yes Configure printers Connected printers appear in the Square app so you can customize what gets printed and be ready for any sale.

Stage 4: Train Employees and Go Live

Now that your account, dashboard, and hardware are set up, you're ready to train your employees. We recommend running through a few simple scenarios to make sure you, your managers, and your staff are ready to jump in. 

EMPLOYEE TRAINING
To Do Steps Why?
Yes Accept cards with Square Reader Let your employees swipe a few cards to practice using Square. Swipe cards smooth and steady through the reader.
Yes Accept cards with Square Stand Swipe magnetic stripe cards with Square Stand. Swipe either way–it doesn't matter which way the card faces!
Yes Manually enter cards Learn how to enter the card number if the card or customer isn't present or if you don't have your reader.
Yes Accept other tender types Practice recording cash, checks, third-party gift cards, and other tender types. 
Yes Clock in and out  Give each employee their passcode and show them how easy it is to clock in and clock out. 
Yes Redeem rewards Simulate the customer experience of collecting a loyalty punch on a few payments and try redeeming a reward. 
MANAGER TRAINING
To Do Steps Why?
Yes View and modify timecards Show managers with dashboard access how to modify timecards, view reports, or clock out forgetful employees. 
Yes View and manage cash drawers Start and end a cash drawer session, perform paid in/paid out, and print a cash drawer report.
Yes View and print in-app reports View, print, or email your daily sales summary directly from the Square app. 
Yes View and reply to feedback If you take a test payment, you can leave fake feedback and view it in your dashboard. Practice replying to and refunding yourself. 

Stage 5: Grow your Business with Square

Once you start accepting payments with Square, expand your business with partner integrations, marketing, and more. 

CONNECT WITH THIRD-PARTY APPS
To Do Steps Why?
Yes Create custom apps Square’s existing tools are just the start. Create custom apps for your data or connect with the services you already use.
ENGAGE YOUR CUSTOMERS
To Do Steps Why?
Yes Upload Customer Directory Manage your customer information from your online Square Dashboard or the Square app. 
Yes Reach out to your customers Send marketing campaigns, offers, and announcements to customers directly from your online dashboard in minutes.  
Yes Accept appointments If you provide services that require a schedule, use Square Appointments to keep your calendar organized.
SELL ONLINE
To Do Steps Why?
Yes Set up your store The Online Store is great for business who are getting started selling online and looking to be up and running quickly. 

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