Can I set up customers under their business name?

When I add a new customer the list sorts by their last name, it would be helpful to see them by the business name. Is that possible?

Also. is there a free way to transfer sales info into an inexpensive accounting program? I'm new to Square and business is quite small, Thanks

2,197 Views
Message 1 of 2
Report
1 REPLY 1
Alumni

Hey @stampsteve, from your online Square Dashboard you can only sort by Name. As a workaround you could export your directory and then use Excel/another program to sort the CSV file. 

 

This thread has some information about accounting/bookkeeping app/software that other sellers are using. Check it out! 

️ Helen
Seller Community Manager

2,146 Views
Message 2 of 2
Report