thread Re: can you invite an accountant to your square account in Archived Discussions (Read Only)

Can you invite an accountant to your square account?

Christina2 — Wed, 18 Jan 2017 17:23:32 GMT

How can I invite an accountant to access my square account? Do you have to give them your personal login or is it similar to Quickbooks where you can invite them and they make their own login?

Re: can you invite an accountant to your square account

VanKalkerFarms — Tue, 17 Jan 2017 19:11:24 GMT

It would be easiest to just give them your email and password. you could change it once they are done if you don't feel comfortable with that. Or you could set them up as an employee for $5 a month and give them the access you want them to have with https://squareup.com/pos/employee-management. Could you just print your year-end reports on sales and returns and credit card fees, or do they want more info?

Re: can you invite an accountant to your square account

Christina2 — Wed, 18 Jan 2017 05:45:38 GMT

Awesome! That's super helpful! I am just hiring my first accountant so I asked her those questions you mentioned. Thanks again!

Re: Can you invite an accountant to your square account?

AM2 — Thu, 17 May 2018 18:31:59 GMT

Having to pay $5 month to give an accountant access is completely ridiculous.

Re: Can you invite an accountant to your square account?

Kenkle — Fri, 16 Nov 2018 21:56:43 GMT

Other softwares allow an option for the accountant to have view only access on reports and such. I think Square should input that as an option.

How can I give my accountant access to my account?

mrsmdze — Fri, 25 Jan 2019 22:25:48 GMT

This reply created from merging an existing thread: "How can I give my accountant access to my account?" The author has been notified via email.

I have just started quickbooks online and have given access to my accountant. How do I give access to my accountant for Square?

Re: Can you invite an accountant to your square account?

jpolizzi5 — Sat, 09 Feb 2019 00:28:46 GMT

Please let me know if I'm wrong in my understanding here, but wouldn't you NOT be charged the $5 for your "accountant employee" unless you actually paid them? I thought pricing for square payroll was based on how many employees you ACTUALLY pay each payroll run?

Re: Can you invite an accountant to your square account?

Chad — Mon, 11 Feb 2019 20:30:03 GMT

Hello @jpolizzi5!

This thread is about limiting what an employee can see on the Square Dashboard using permissions. Employee Management will cost $5 dollars a month for each profile that's assigned a permission role.

Re: Can you invite an accountant to your square account?

AM2 — Thu, 14 Feb 2019 18:48:30 GMT

No, this thread is about "Can you invite an accountant to your square account?", and the answer if Yes, if they pay $5 per month, making the accountant an employee- giving permissions to access reports, which is absurd.

Re: can you invite an accountant to your square account

tkdinh_99 — Mon, 23 Nov 2020 15:41:29 GMT

I have a similar question. I just hired an accountant and he needs view access to my square account. Is there a way to give him access w/o having to pay additional fees? I can't find it anywhere in the account setting.

Re: can you invite an accountant to your square account

Joe — Tue, 24 Nov 2020 12:34:51 GMT

Hi there, @tkdinh_99 👋 Thanks for reaching out to us here on the Seller Community. Welcome! Happy to have you.

The easiest solution would be to grant full account credentials to your accountant (email address/password) so that they could log in and view reporting fully. Obviously, this may not be an acceptable solution for all - but there is no cost associated.

Also, the Team Management features are free for one user, meaning you can grant your accountant their own login access and restrict what they can view and edit - and it will be free as long as it is set for one user.

Let me know if you have any clarifying questions!

PCI

creedos — Tue, 09 Feb 2021 02:08:50 GMT

Wouldnt be outside PCI Compliance to "give your credentials" to someone else? Especially if they are not directly employed.

Re: Can you invite an accountant to your square account?

tkdinh_99 — Wed, 24 Mar 2021 20:12:17 GMT

I totally agree! Square should give us the ability to give our Accountant access for free OR expand the free Team Management permission to allow viewing of Sales Reporting. We should never share logins with anyone.

Re: can you invite an accountant to your square account

LaurieM — Tue, 27 Jul 2021 16:04:39 GMT

I'm looking into the Team Management and in the chart at the bottom, I don't see anything under Analytics and Reporting that indicates a "team member" would have access to the reports they'd need. It only lists access to "Overtime reporting".

Please explain this option more fully.

Re: can you invite an accountant to your square account

JustinC — Wed, 28 Jul 2021 22:52:08 GMT

The chart explains that you as the owner will have access to these reports, not team members. What reports do you need team members to access?

@LaurieM

Re: can you invite an accountant to your square account

LaurieM — Thu, 29 Jul 2021 04:52:52 GMT

All the financial data if it’s for the accountant to use.

Re: can you invite an accountant to your square account

sayra — Fri, 30 Jul 2021 18:10:59 GMT

Hey @LaurieM,

Head over to this article > Reports to see all the reports your team members can have access to.

Let me know if you have any other questions.

Re: can you invite an accountant to your square account

hardtimesnatl — Wed, 12 Apr 2023 03:33:16 GMT

Providing anyone access to your account credentials is never the correct answer.

Re: can you invite an accountant to your square account

MayaP — Wed, 12 Apr 2023 21:24:03 GMT

Hello there @hardtimesnatl I am happy to provide some insight. With Team Management you do not have to provide your account information. The employee can set up their own login. If you have questions please let me know.