Set a default location for bank routing (intakeq user)

I have multiple "locations" hooked up to square for banking purposes.

I run a hybrid mobile chiro practice that sees humans and animals (each species with it's own "location" in square.)

 

I would like to set up my animal account as the default "location" so that when intakeq uses their API software to process invoices, it deposits into the correct bank account with the appropriate affiliated business entity.

Can someone help me with this?

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Square Community Moderator

Hi @instridechiro - I see this is your first post in the Seller Community, so I'd like to officially welcome you! 🎉👏

 

I also would like to understand your inquiry some more, so I can better assist. On Square, you set up multiple locations, one of them being the animal account correct? When sellers pay specifically just invoices you want to make sure those payments go directly to the animal location and the bank account linked under that location? Anything that isn't paid through invoice will go to the other locations? 

 

MayaP
Square Community Moderator
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Essentially, yes. I send a deposit invoice to the animal patients ahead of the appointment, whereas humans I check out at the time and place of the appt. However, these deposits are getting marked as the wrong "location" and being deposited into my human labeled bank account.

Intakeq told me that square has a place to select a default "location" and I am not sure how to make that setting adjustment 

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