Bank transfer frequency

vir-steve — Tue, 03 Dec 2024 21:12:12 GMT

Hi,

We have a new accountant and he wants the bank transfers weekly rather than daily. How can I do that - it is not obvious from the Transfer Schedule page.

Thanks,

Steve

Re: Bank transfer frequency

Breffni — Thu, 05 Dec 2024 11:40:55 GMT

Hi @vir-steve 👋 thanks for posting!

The best option here would be use the Manual Transfers and then you set send them weekly, however this will need to be done manually as we don't currently offer an automated weekly transfer option.

From the main menu, select Balance in your online Square Dashboard .
Select a location and click Transfer settings.
Under Transfer Schedule > select Manual

You can then manually send the transfer at any time you prefer.

To initiate a manual transfer from your online Square Dashboard:

Log in to your online Square Dashboard and go to the Balance tab.
Select one of your locations under the Locations section.
Click Transfer out.

I hope this helps!

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Bank transfer frequency

Re: Bank transfer frequency