Square Set Up Instructions

This documentation reflects our current understanding of the system at the time of publishing. Because third-party platforms change frequently, some steps may need to be adjusted or corrected over time. If the steps / screenshots below don't match what you see, please let us know so we can walk through it together.

For each of your locations, please add Ceterus as a team member. Once both set of steps are completed, return to Ceterus Bookkeeping to provide us with the login details you created for us.

Add a Team Member

1. Log in to your online Square Dashboard and click Staff > Team > Team members.

2. Click + Team member. You can also create a team member in the Square Point of Sale app by tapping Team.

3. Fill out the Profile.

   1. Name: Ceterus Accounting

   2. Email: access+LASTNAMEsq@ceterus.com

      1. The email should be unique to your last name, so that if your last name is Smith, the email should be access+Smithsq@ceterus.com

4. Click Next.

Add a Full Access Team Member

To create a new full access team member:

1. Visit Staff > Team in your online Square Dashboard.

2. Select the Ceterus team member.

3. Under Permissions, click Edit. If you're adding permissions for a new team member, select or Enable Permissions.

4. Select Team Permissions or create a new permission set. Note: If you're creating a new permission set, you'll need to add a name for the permission set.

5. Enable Full Access.

6. Create or generate a passcode and enter the email address for the team member, then select Save.

7. Complete the request in Ceterus Bookkeeping.