Square is a payment processor and a POS system that captures sales. Unify takes the sales transaction and fees data from the Square locations and transform them into transactions in an accounting system.
Each Square location is a sales channel and each channel can be setup to send sales and fees data to different accounts within QuickBooks.
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
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.