Set up bank accounts based on item category

[BookkeeperEG]

Looking to set up two bank accounts with auto transfers depending on the item category. Locations will not work because employees will use one register and sometimes accept payment for multiple item types.

[ryanwanner · Accepted solution]

Hello @BookkeeperEG !

Unfortunately at this moment Square does not support splitting transfers between accounts at all. The closest thing we have is the Savings Buckets, but that's based off of percentage versus sales figures.

I agree that having more granular control of our transfers would be extremely helpful. Square has a great Feature Request board here on the community, and the development teams monitor it pretty well. I recommend posting this as a feature request over there to gain visibility.

[Summer2024]

Thank you @ryanwanner for providing the best answer here! I appreciate you!