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Manage your Square integration on Payroll classic

Available for the following Payroll plan: Standard, Premium
Available for the following user access levels: Admin 

You can integrate your payroll file with Square to have your business locations, employee data and timesheet data imported to be used for pay-run processing. 

When importing timesheets from Square, employee and location data needs to exist and match the data from the timesheets being imported. It is therefore recommended that you use the Import Employees functionality to make sure matching employees and locations can be determined.

Connect to Square

You can connect by following these steps:

  1. Log into Payroll classic.
  2. Go to Payroll settings.
  3. Navigate to Business Management.
  4. Select Integrations.
  5. Locate the Square tile and click the Add button.square_-_add__1_.jpg
  6. Click Connect to Square.square_-_connect__1_.jpg
  7. You are then redirected to the Square login page. Enter your user credentials and allow permission for payroll to access your Square file. square_sign_in.jpg
  8. After being redirected back to the integrations page within payroll you will receive a message to say you are now connected.
  9. You are shown three links with the options to Import locations, Import employees and Import timesheets.
  10. Click on one to perform the function. This launches the option in a new screen.
  11. When you are finished click Save.
  12. Click Close.square_save_close__1_.jpg
Import Locations
  1. Go to Payroll settings.
  2. Navigate to Business Management.
  3. Select Integrations.
  4. Locate the Square tile.
  5. Click the Pencil icon to edit the settings. square_edit.jpg
  6. Select Import Locations. square_next_steps__1_.jpg
  7. The Locations settings will open in a new window.
  8. Click on the Import drop down button. square_import_locations.jpg
  9. Select Import Square locations.
  10. Your locations will be imported into your payroll.
Import Employees
  1. Log into your payroll platform.
  2. Go to Payroll settings.
  3. Navigate to Business Management.
  4. Select Integrations.
  5. Locate the Square tile.
  6. Click the Pencil icon to edit the settings.
  7. Select Import Employees.
  8. Import employees will launch in a new window.
  9. Select Import Employees from Square in the source drop down menu.
  10. Click the Import button.square_import.jpg
  11. You will receive a notification on the status of the import with an advisory as to whether any errors occurred. square_successful_import.jpg
Import Timesheets
  1. Log into Payroll classic.
  2. Go to Payroll settings.
  3. Navigate to Business Management.
  4. Select Integrations.
  5. Locate the Square tile.
  6. Click the Pencil icon to edit the settings.
  7. Select Import Timesheets.
  8. Import Timesheets will launch in a new window.
  9. Select the source of the timesheets: From the drop down menu, pick Square.
  10. You then need to complete the following filters: Date range and Approve Timesheets (yes/no).
  11. You have the option to Start over or Import.square_timesheets.jpg
  12. Once imported, you will receive a notification on the status of the import with an advisory as to whether any errors occurred. square_timesheet_partial.jpg
Disable Square
  1. Log into your payroll platform.
  2. Go to Payroll settings.
  3. Navigate to Business Management.
  4. Select Integrations.
  5. Navigate to the Square tile. 
  6. Click the Disable icon. square_disable_2.jpg
  7. Click Disable.square_disable_2__1_.jpg
  8. This connection can be re-established at any time.

 

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