Combine items into package

gburgess — Tue, 20 Dec 2016 20:11:03 GMT

We have two different accounts or logins ...I would like to combine them into one so that everything reports together. I found how to export and import. If I do this do I need to setup the categories or will that happen automatically once I import?

Are there a maximum # of categories?

Re: Combine items into package

EJ_ — Wed, 21 Dec 2016 21:15:50 GMT

Hi there.

There is no set limit to categories, nor is there a way to merge two Square accounts or transfer transaction histories between them.

What you can do is download all of the reports for one account and then deactivate that account. You'll want to download the reports for your records since you'll be unable to access them once you deactivate.

Once this is done, you can then create an additional location that will replace the previous separate account from your main account in the Locations Tab of your Square Dashboard. This will allow you to Manage Multiple Locations with Square, and view reporting from a single master account.

Read up on location-specific reporting in this Support Center article: Reporting and Analytics with Multiple Employees and Locations

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Combine items into package

Re: Combine items into package