Having trouble setting up my account. Any help would be greatly appreciate it.

Any help would be greatly appreciated.

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Square Community Moderator

Solution

Hi there, @NICEPHOTO !

 

I'd be happy to help you set up your Square account. Like @TheRealChipA has said, we need some clarification on what you need help with to provide the best support. In order to provide the best assistance, could you let me know:

  1. Where in the setup process are you stuck?
  2. What type of business are you setting up? (retail, services, restaurant, etc.)
  3. Are you getting any specific error messages?

I have also included some checklists and getting started tips below :

 

1. Account Creation Basics

  • Valid email address
  • Strong password
  • Business information
  • Phone number verification

2. Business Information

  • Legal business name
  • Business type/category
  • EIN or SSN
  • Physical address

3. Banking Setup

  • Bank account information
  • Account verification
  • Transfer preferences

Common Setup Issues & Solutions

Account Verification Issues:

  • Double-check all entered information
  • Ensure documents are clear and readable
  • Use supported file formats for documentation

Banking Connection Problems:

  • Verify bank routing number
  • Confirm account number
  • Make sure bank account is active

Business Information Errors:

  • Match business name to tax documents
  • Provide accurate business address
  • Select correct business category

 

Getting Started Checklist: 

✓ Basic Requirements:

  • Valid email address
  • Phone number
  • Business documentation
  • Banking information
  • Government-issued ID

✓ Optional but Recommended:

  • Business logo
  • Hours of operation
  • Product/service list
  • Tax settings

For immediate assistance with sensitive account information or verification issues, you will want to contact Square Support directly at 1-855-700-6000 or through your Square Dashboard as this is a public facing forum. 

 

I hope this helps!

View Solution >

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Square Champion

Hey there @NICEPHOTO.  Your fellow sellers would be happy to help you here.  But your question doesn’t give us much to go on.  It would help greatly to know what issues you are having, specifically.  Otherwise, we are just throwing spaghetti on the wall hoping that something sticks, which won’t help you a bit.  So, please, post a reply with a few questions to get this discussion going.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
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Square Community Moderator

Solution

Hi there, @NICEPHOTO !

 

I'd be happy to help you set up your Square account. Like @TheRealChipA has said, we need some clarification on what you need help with to provide the best support. In order to provide the best assistance, could you let me know:

  1. Where in the setup process are you stuck?
  2. What type of business are you setting up? (retail, services, restaurant, etc.)
  3. Are you getting any specific error messages?

I have also included some checklists and getting started tips below :

 

1. Account Creation Basics

  • Valid email address
  • Strong password
  • Business information
  • Phone number verification

2. Business Information

  • Legal business name
  • Business type/category
  • EIN or SSN
  • Physical address

3. Banking Setup

  • Bank account information
  • Account verification
  • Transfer preferences

Common Setup Issues & Solutions

Account Verification Issues:

  • Double-check all entered information
  • Ensure documents are clear and readable
  • Use supported file formats for documentation

Banking Connection Problems:

  • Verify bank routing number
  • Confirm account number
  • Make sure bank account is active

Business Information Errors:

  • Match business name to tax documents
  • Provide accurate business address
  • Select correct business category

 

Getting Started Checklist: 

✓ Basic Requirements:

  • Valid email address
  • Phone number
  • Business documentation
  • Banking information
  • Government-issued ID

✓ Optional but Recommended:

  • Business logo
  • Hours of operation
  • Product/service list
  • Tax settings

For immediate assistance with sensitive account information or verification issues, you will want to contact Square Support directly at 1-855-700-6000 or through your Square Dashboard as this is a public facing forum. 

 

I hope this helps!

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I am not sure what information was incorrect. 

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The username should be Blue Waves Pool Service

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