How to transfer items to second location

[Michaela7]

Hey! I just opened a second location and added it into square. So now I can switch locations on the same account
when I go to my new location all my items for sale in the system aren’t there. Do I have to manually re enter everything I had put in from the first location? Or is there a way to have them transferred over? TIA!

[ryanwanner]

Hello @Michaela7 !

First, CONGRATS on your second location! Keep it up! 🙂

For updating items for the two locations, when you first set up the second location Square should have asked if you want to import your item library from your first location. No worries if you said no to that, there's a way to do it after the fact:

Dashboard -> Account & Settings -> Business Information -> Locations -> [your second location]

Scroll down the page to the "Match Item Library from Another Location" section, choose your first location, and hit save in the top right.

Please note that this will overwrite everything you've already set up for that location, including taxes, modifiers, and whatnot. If you're cool with that you'll be good to go.

If you've already set up a few things specific to the new location, then there's a different way I would recommend.

Dashboard -> Items

Hit the Actions button in the top right, then Export Library. Export to Excel. On the spreadsheet, look for the Enabled [second location] column (it's column V on my export). Change N to Y for whatever items you want available in the second location, save the catalog, then import the library on the same Items screen on your dashboard.

Hope this helps!