Is there a way to assign transaction to a certain category i.e. for a certain event?

WRESPTO — Tue, 13 Nov 2018 01:26:55 GMT

Our PTO uses Square to process card transactions at school events as well as sell tickets for school events. Is there a way to assign transactions to a certain category to keep track of how much is processed for that particular event?

Re: Is there a way to assign transaction to a certain category i.e. for a certain event?

Helen — Wed, 14 Nov 2018 18:11:55 GMT

@WRESPTO You can create categories and assign specific items to a specific category. So you could create one category for school events and one for school ticket sales — and assign the items for each specific event/ticket to each category.

To create a category from the Point of Sale app:

Tap the three horizontal lines in the upper left
Tap Items and then tap Categories.
Tap Create Category > enter a name for your new category.
You'll see a list of your current items and you can select every item that you want to be associated with that category.

You can also create categories from your online Square Dashboard. Keep in mind it's not possible to assign a category to a transaction that was completed in the past!

If you have any questions about this please let me know!

thread Is there a way to assign transaction to a certain category i.e. for a certain event? in Archived Discussions (Read Only)

Is there a way to assign transaction to a certain category i.e. for a certain event?

Re: Is there a way to assign transaction to a certain category i.e. for a certain event?