Setting up a third-party login gives your Bench bookkeeping team view-only access to your Square Payroll. This allows your bookkeeper to download payroll journals and data on your behalf so you don't have to manually pull and upload them each month.

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1. Square Payroll admin account. Only account owners can add users and team members
2. The Third Party Login email address for your business. This is thirdpartylogins+business.name@bench.co, please replace "business.name" with your business' name.

1. Login to your Square Payroll account

2. On your Square Dashboard, navigate to Settings > Account & Settings

3. Select 'Business Information'

4. Click on 'Business Security'

5. Click on 'Add Full Access Team Member'

6. Fill out the following information:

First Name: Bench

Last Name: Accounting

Email: thirdpartylogins+business.name@bench.co

Phone Number: 6504660173

7. Click 'Save'

8. Go back to your dashboard, click on the 'Team' tab on the left hand side.

9. You should see a list of your administrators. Next to Bench Bookkeeping, change the role to 'Administrator.'

Once your bookkeeper confirms access, they'll be able to pull your Square Payroll information directly, no action needed from you going forward. If anything changes with your Square account (such as a password update to the third party login or a change in permissions), let your bookkeeper know so they can adjust accordingly.

I'm not sure what to use for the email address.

• 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.

Square | Add and Manage Team Members