Quick Guide: Get Started with Square in 5 Steps

Helen — Wed, 10 Jun 2020 22:20:10 GMT

I'm sharing this post on our New to Square board. If you're new to Square, welcome!

Getting set up to take payments with Square takes just a few minutes. In this quick-start guide we’ll cover the basics including downloading the app, linking your bank account and setting up your receipts.

Let’s get started!

Step 1: Download the Square Point of Sale app

First things first, download the Square Point of Sale app on your compatible iOS or Android device.

Step 2: Set Up your Square Account

Click “Sign Up” to create your Square account, either from the app or from our website squareup.com.

Step 3: Link a Bank Account

So that your funds are transferred automatically to your bank, link a transactional bank account to your Square account (transactional means account that allows for both transfers and withdrawals).

Note that it can take up to 4 business days for the account link to be verified by your bank. As this impacts how soon you’ll see your first deposit, so you’ll want to link your bank account right away.

Step 4: Add your Business Information

Make sure that your business information and receipts are correct so that your customers recognise the receipt they receive from you.

Step 5: Connect a Square Reader

Connect the Square Reader to your device from the settings section of the Point of Sale app. Open the app > tap the three lines in the top left > tap Settings > Card Readers > Connect a Reader.

If you haven't received your reader yet you can manually enter a card payment using the app or send a Square Invoice.

That’s it! With these steps, you’re on your way.

If you’re looking to get set up with more of our products make sure to take a look at our getting started guide, which has more info on setting up hardware ( including Square Terminal), creating items, training employees and using Square’s analytics tools.