thread How do I track transactions from different squares in Payments Troubleshooting

How do I track transactions from different squares

Lucardious — Sat, 20 Sep 2025 19:41:39 GMT

Hi All,

We do craft fairs and sometimes the wife and I will split up and do two separate events in one day. We have just the one square account but we have two devices for our phones to take payments. This currently works, but the transactions are all intermingled in the report because we use the same login.

How do I set it up so that if we do different events we can see the transactions separately for each event?

Re: How do I track transactions from different squares

BofBArtStudio — Fri, 22 Mar 2024 04:40:58 GMT

A couple of options...

A. You can create multiple locations in square. You can have the same login, but choose a different location for each device/market.

B. If you have team management, you create separate team members and each log in with your individual team login and then filter transactions and reports by team member.

Re: How do I track transactions from different squares

Candlestore — Fri, 22 Mar 2024 15:28:48 GMT

@Lucardious ;

A simple way is to setup device codes.

Have wifes phone as Wifes Phone as the Device name, and yours as your nmae Phone.

Each of you will then have a 12 or 16 digit code to enter, and then you can filter reports by device.

I have Cash and CC for Ipad 1, and CC as Ipad 2, then my personal Ipad is set as Mobile Ipad which I did not name right away.

You only have to enter the 12-16 digit code 1 time unless there are major updates to Square or the Devices firmware.

Re: How do I track transactions from different squares

ryanwanner — Fri, 22 Mar 2024 16:27:09 GMT

You can also filter by device on all of your reports @Lucardious .

On the reports page, click the Filter By button at the top, then Device. A new dropdown box will appear, and both phones will be seen here. The names of the phones usually are taken from whatever you named the phone. In the iOS world, it's usually something like Lucardious's iPhone.

Re: How do I track transactions from different squares

Duey — Tue, 11 Jun 2024 00:29:03 GMT

Where is the filter button?

Re: How do I track transactions from different squares

Candlestore — Tue, 11 Jun 2024 03:07:09 GMT

@Duey ;

As I see this is your first post welcome to the square users forum.

The Filter is available on the computer website of your Square Dashboard. The filter options are limited to date and top X. So the filtering is best used on the Square Dashboard on a computer in roports at the top. There are different filters for Which Device, What Cataegory, etc.

Here is a link to log in on a computer to your Square Dashboard, the select Reports on the Left Side of the Home page.

https://squareup.com/login