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EdwardP
Tuesday
Accountant Permission Set
When will Square allow an Accountant permission set?
I currently have mine as Full permissions, but they don't need to see everything. They need the banking information and transactions. Specifically, they ALSO need Credit card info (balance, transactions, etc).
Real banks have systems set up to allow accountants to view transactions and reports whenever they need. Having to download statements to send to my accountant is time-consuming and costs additional money.
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