thread Re: merge existing accounts in Archived Discussions (Read Only)

Can I merge existing accounts?

DutchBros2c — Tue, 21 Aug 2018 23:37:20 GMT

i currently have seven different accounts. same ein, same bank acct. but different locations. i see the add location portion, but do i need to basically leave the other accounts that are currently logged in and restart them under the new location added. or can i just link the current accounts already made and working?

Re: merge existing accounts

Tom — Fri, 20 May 2016 16:57:40 GMT

Hi @DutchBros2c, thanks for surfacing this.

The option to merge existing accounts is not available at this time, even if they share the same EIN and linked bank account.

For now, I'd suggest designating which account you'd like to keep as your master account, then add new locations from your Locations tab. Once you've created the appropriate locations, you may want to deactivate any redundant accounts to keep things tidy.

Note: once you've deactivated your account, you won't have access to your payment history. Before you close an account, I recommend that you download your payment history and keep it on file.

To deactivate an account:

Log in to Account & Settings.
Select a reason for deactivation.
Enter the password currently associated with that account.
Click Deactivate.

I hope this helps simplify your account setup for the long run yet I realize that the current process is pretty manual. Our product liaison team is aware of this issue and we're continuing to track requests. Please let me know if you have any other questions or concerns that I can help with!

Re: merge existing accounts

salonborealis — Thu, 30 Nov 2017 22:01:56 GMT

One may be looking for 'merge customer accounts' or 'fix duplicates'. That is possible, find Customers, check boxes of accounts to merge, click the 'merge' button in the menu. Hope this helps someone.

Multiple Master account and locations merging

RoastersCoffee — Fri, 23 Feb 2018 18:29:11 GMT

This reply created from merging an existing thread: "Multiple Master account and locations merging" The author has been notified via email.

I've seen this question asked and am wondering if there is an update yet....

Is it possible to merge two master accounts in which both have multiple locations yet? We created two masters accounts a couple years back without knowing that it was not possible to merge them. We have two masters accounts with 5 locations each. I would like to merge these into one Master account with all 10 locations. If this is not possible yet, when will it be? And what would be a good work around until then? We are looking to add Square Giftcards and need these to be use-able accross all ten locations.

Re: Multiple Master account and locations merging

RoastersCoffee — Fri, 09 Mar 2018 21:47:01 GMT

Bump for response

Re: Multiple Master account and locations merging

puka — Sat, 10 Mar 2018 21:26:58 GMT

Hi @RoastersCoffee - Unfortunately, there isn't an ETA on if or when this feature might be available at this time. I've flagged this thread with our Product team to track feedback and we'll make sure to add updates here as we receive them

merge existing accounts

HBP — Sat, 24 Mar 2018 16:25:46 GMT

This reply created from merging an existing thread: "merge existing accounts" The author has been notified via email.

Can we merge two existing square accounts and keep all sales data intact?

Re: Multiple Master account and locations merging

CaseStudy — Wed, 16 May 2018 18:47:42 GMT

Bump Bump for response. We really need this to get our accounting systems up-to-date.

Re: merge existing accounts

CaseStudy — Fri, 08 Jun 2018 16:15:01 GMT

Bump for response.

Re: merge existing accounts

Chad — Sat, 09 Jun 2018 22:49:32 GMT

Hello @CaseStudy, currently we do not have the ability to merge two Square accounts together. Right now this is not on our road map.

Re: merge existing accounts

FranMuff — Mon, 18 Jun 2018 15:53:54 GMT

What a bummer

Re: merge existing accounts

mkmetz — Mon, 20 Aug 2018 16:20:43 GMT

If we can export data, can we not import it? So we can cloes 1 master account and set it up as a location? This would allow us to retain information and history, etc.

Re: merge existing accounts

Helen — Tue, 21 Aug 2018 23:40:50 GMT

@mkmetz If you create a location or locations you can assign items you've already created to your new location(s).

If you create a totally new Square account you can export your item library from your existing account and import those items to your new account. The steps to transfer items between Square accounts are in our Support Center.

Hope this helps! If you have additional questions abou this please don't hesitate to reply.

Re: Multiple Master account and locations merging

MAS3 — Mon, 05 Aug 2019 21:22:03 GMT

Yes, this would be helpful for me too. We have 2 accounts created based on 2 different emails that were used to sign in, but I think everything else is the same. How to fix this issue?

Re: Multiple Master account and locations merging

ashc — Tue, 06 Aug 2019 16:32:23 GMT

Hey @MAS3! Welcome to the Community!

If you have two different logins, that would mean there's two separate accounts that can't be merged. ☹️

You can see @Helen 's post above about transferring your item library if you need that switched over and want to delete one account.

Can I merge accounts

Pushme2limits — Wed, 11 Dec 2019 22:56:22 GMT

I would like to merge accounts how

Combine square accounts

Lrobles — Fri, 07 Feb 2020 14:58:29 GMT

I have 2 square accounts how do I merge them into one they both have the same email but one I didn’t know was still active so I created another and didn’t know I could change my company name. I have a lot of items in inventory so I’d hate to waste time redoing all my inventory. Also I did that redemption code I signed in after that does it automatically send 10 dollars to my bank account? All it did was have me login

Re: Combine square accounts

isabelle — Fri, 07 Feb 2020 21:31:05 GMT

Hey @Lrobles-

Thanks for posting in the Seller Community 😊.

Take a look at @Tom's best answer regarding this question. If you have any questions about this, please feel free to give us a call.

Merging accounts

vicyfcs — Sun, 08 Mar 2020 08:40:46 GMT

I accidentally created a new account, forgetting that I already had an old one set up. The old one has all of my bank information, the new one is what I created when I purchased my square terminals. Is there a way to merge these two?

Can I clone my Square store to another Square account?

tyrosqdome — Sun, 08 Mar 2020 15:05:14 GMT

I'd like to instantly copy all of my Square store content and settings

from my Square account to another Square account.

Is this possible?