How can I setup automatic transfer?

I'm currently in the same boat as well. I'm trying to get automatic transfers set up but I'm not seeing any options, neither through directly accessing the transfer settings screen nor by looking under Account & Settings. I've scrubbed the forums, YouTube, and even let an AI model search the web for me and I've gotten nothing so far...

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@dadadadaan This thread is about CANCELLING automatic transfers, not about setting them up.  Still, I think I can help you.  First a question.  Do you have a Square Checking account?  If so, then automatic transfers are not allowed.  This is because it is possible that you will use you Square Checking account/Debit card to pay bills and other expenses.  So automatic transfers could set up the undesirable account overdraft.  Basically, if you want automatic transfers you can not have Square Checking, and vice versa.  You need to choose.

 

Now, if you don’t have Square Checking/Debit Card then let me know.  That would mean something else is going on.  But usually when someone can’t find transfer settings, this is the reason why.

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 Champion

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@dadadadaan This thread is about CANCELLING automatic transfers, not about setting them up.  Still, I think I can help you.  First a question.  Do you have a Square Checking account?  If so, then automatic transfers are not allowed.  This is because it is possible that you will use you Square Checking account/Debit card to pay bills and other expenses.  So automatic transfers could set up the undesirable account overdraft.  Basically, if you want automatic transfers you can not have Square Checking, and vice versa.  You need to choose.

 

Now, if you don’t have Square Checking/Debit Card then let me know.  That would mean something else is going on.  But usually when someone can’t find transfer settings, this is the reason why.

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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So do you have to get rid of your sqaure checking to have automatic transfers? If so, how do cancel my square checking account?

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