Square Merchant
Overview
Square's merchant data and payroll reporting can both be connected to Bench through direct integrations — your bookkeeper can help set those up if they aren't in place already. However, if those connections ever break or you'd prefer a manual backup, you can add us as a team member on your Square Dashboard. This gives us direct access to your merchant account and payroll data as a fallback.
Please note that neither method grants access to Square checking or savings accounts. If you have a Square bank account and need us to reference those records, you'll need to either connect those to Bench or download and share the statements with us.
What You'll Need
Setup Instructions
1. Log in to your Square Dashboard
2. Navigate from the ’Staff’ tab to ’Team’
3. Click ‘Create Team Member’
4. Enter the following information:
First Name: Bench
Last Name: Accounting
Email: thirdpartylogins+business.name@bench.co
Phone: 6504660173
Job Title: Bookkeeper
5. Generate a passcode and send it to us through the Bench app message feed
6. Send the invitation email to the email address from Step 4
7. Under ’Permissions,’ select ’Enable Permissions’
8. Select ’Team Permissions’ and enable ’Full Access’
9. Select ’Save’
What To Expect After Setup
Our team will accept the invitation and finalize access once we've received the passcode through your Bench app message feed — typically within one business day.
Troubleshooting
Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be
thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.You may not have owner-level permissions. Check with whoever originally set up your Square account.
Through your Bench app message feed only — not by email. Log into the Bench app and send it as a message to your bookkeeper.
These aren't accessible through this setup. Please provide us with statements monthly or ask your bookkeeper about connecting via Plaid for ongoing access.
Related Resources
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