Integration of New Payroll Account with Square Register

[foundthrift]

The title of this thread has been edited by a Square Moderator from the original: Is there a way to get my square register account onto my new payroll square account?

Hi! I have a retail thrift store and used square as my register and as my payroll account. My business recently became a non profit with a new EIN number and a new EDD number.  Square payroll then told me I would have to cancel my current payroll with them and then open a new square account just for payroll.  Has anyone else done this?  I am having trouble with some of my employees are only showing up on the old account under the scheduling etc.  and the rest on the new account.  I am having them use square team for signing in and out of shifts.  Our store accepts tips so I'm not sure how to get those to go over into the new payroll account so employees can get paid for the tips left them.  This has become such a headache for me and I'm hoping there's an easy fix!  Is there a way to get my square register account onto my new payroll square account? Thanks for any insight and sorry for my rambling! -Leah in California

[Sammie_C · Accepted solution]

Hi @foundthrift, thank you for reaching out. I see this is your first post on the Square Community. Welcome!

Firstly, if you have a new federal EIN (technically a new business for tax purposes), you would need to create a new Square Payroll account. Hopefully some other sellers can chime in with their personal experiences with this as well!

Secondly, are all of your employees setup on the new account? Square does not support tip splitting across multiple Square accounts, so all employees would need to be on the same account and processing transactions on that account for Square’s tip pooling/splitting functionality to work.

Lastly, there is no way to transfer all the information from the old Square account to the new one. You are able to transfer/export menu items but not the transaction history. You should be able to access your reports from your old account even if you aren't processing on that account.

I believe I got all your questions, but please let me know if you end up having any other questions or clarification!

[Summer2024]

Thank you for providing these helpful answers @Sammie_C ! 

Please let us know if you have any further questions! @foundthrift