Download square instructions pdf

Getting set up to accept payment cards on Square only takes a few minutes but don’t miss out on our entire suite of products and features that can help you run and grow your business.

This 5-step guide can help you take payments faster, significantly reduce your team’s training time, generate robust sales and inventory reports and reduce your administrative time.

What if I get stuck?
You can contact our Support team by phone or email – we’re more than happy to help. You can also find answers to common questions in our Seller Community.

Use this guide for reference, or share it with your team by saving or printing this page. Right-click anywhere on this page to save or print.

The products and features that you choose to use may depend on your business type or industry, the size of your business and number of team members.

Step 1: Get Set Up to Take Payments

Use this section to order your hardware and set up your secure Square account so you can get paid quickly once you start accepting payments.

Account Creation

Step 2: Set Up your Account on Square Dashboard

Your online Square Dashboard is your business headquarters, where you can take care of everything from adding locations, employees and items, to customising your account, viewing your sales reports and more.

Account Security

Location Setup

Receipt Setup

Dashboard Library Setup

Team Setup

View Analytics

Step 3: Set Up Hardware and the Square App

Once your hardware arrives, you can connect your compatible iOS or Android device to start taking payments. This section will show you how.  

Device Setup

Square Point of Sale Settings

Hardware Setup

Step 4: Train Your Team and Go Live

Now that your account, online Square Dashboard and hardware are set up, you’re ready to train your team. We recommend running through a few simple scenarios to make sure you, your managers, and your team members are ready to jump in. 

Team Training

Manager Training

Step 5: Grow your Business with Square

Once you start accepting payments with Square, expand your business with partner integrations and more. 

Connect with Third-Party Apps

Engage with your Customers

Sell Online

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Use this guide for reference or share it with your employees by saving or printing this page. Right-click anywhere on this page to save or print.