We are trying to setup up different login accounts for different locations as each has a different sales tax but each location is tied back to the same bank account. We do not want the individual accounts to see total sales for all locations. Each location is in a different state so we need to produce different sales tax reports.
this is no problem. Use the Location feature of Square. https://squareup.com/help/us/en/article/5580-manage-multiple-locations-with-square. each can have its own items or be duplicates, and they can have different taxes. you can link the same account or different accounts.
Thank you for the guidance. I am new to setting all this up. Can tell me how to create the different accounts then link back to the main account so using the same inventory file as well as the same bank account? We want to limit what the individual locations see for sales to just their location
setup each location here. https://squareup.com/dashboard/locations
you link each locations bank account here. https://squareup.com/dashboard/business/bank-accounts-overview
inventory would not be across all locations but at each individual location I believe, but I don't use inventory.
Does this allow us to login with different logins? (again...sorry for the dumb questions....)
if you use employee management I believe you can tie each login to an account.
the other way you could is to just have each location have its own account.
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