thread Re: I had a representative sign up for deposits separate from my account. He is showing all depos... in Archived Discussions (Read Only)

I had a representative sign up for deposits separate from my account. He is showing all deposits and

dPapa — Sat, 02 Nov 2019 10:55:36 GMT

I had a representative sign up for deposits separate from my account. He is showing all deposits and I cant see them. How do I merge?

Re: I had a representative sign up for deposits separate from my account. He is showing all depos...

nika — Mon, 04 Nov 2019 17:18:41 GMT

Hi @dPapa. I'm not sure I'm quite understanding the situation.

Here's how I'm reading your question but please correct me if I'm misunderstanding!

An employee signed up for a Square account separate from your main business account, and the transactions being ran through that account aren't being deposited into your bank account when they should be?

If you could provide some more details on what you're experiencing that would be really helpful!

Re: I had a representative sign up for deposits separate from my account. He is showing all depos...

dPapa — Tue, 05 Nov 2019 10:56:32 GMT

The funds were correctly deposited into our non-profit account. The volunteer entrusted with the transactions downloaded the software on smartphone, got the square from me, set up the account for deposit and completed the process with the consumers. In the course of setting him up I could not see the transactions on my dashboard. So I show one event with transactions on my dashboard and apparently he shows his transactions on his dashboard. The intention is to work off the one dashboard. Hope this clarifies! Thanks.

Re: I had a representative sign up for deposits separate from my account. He is showing all depos...

JustinC — Tue, 05 Nov 2019 15:12:48 GMT

Hey there @dPapa ! Jumping in for Nika and thanks for the clarification -

I'm afraid there's no way to merge them both. However, it sounds like there was some confusion when your employee signed up and create a completely separate account instead. Team Management is probably what you'll want to have your employee set up under.

I'd reach out to Support so they can delete the extra account and help on-board your employee correctly as a Team Member under your Master account. That way, when he process payments, all transactions will show up under one Dashboard.