Connect Unify to Square locations

New Unify users

New users should begin by starting a free trial on the trial signup and need to integrate Unify with QBO, QBD or Xero. 

 

Square will prompt you to login to your Square account

 

 

 Allow permissions

 

Confirmation page and will be logged in automatically to Unify. 

Both Square as store (location) and payment processor will be automatically connected in the connections area.  Each Square location should be setup as a separate connection in Unify.  This will allow each location to be set with unique settings that are applicable to that physical location.  

 

Existing Unify users

If you already have a Unify account, select the connections area and add Square as a store. 

 

 

Next Steps: 

Downloading Square sales and fees into Unify

 

 

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