Granting Accountant Access with Square

Please grant TristanCPA access to Square by following the instructions below.

• Log in to your account

• Go to Team on the left panel of your online Square Dashboard

• Click Create Team Member.

• Enter TristanCPA's information:

• First Name: TristanCPA

• Last Name: Accountant

• Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.

• Click Save.

• Click Complete setup on the right panel.

• Assign job title: Accountant

• Enter wages: None

• Click Save.

• From TristanCPA's newly created profile, click Set up permissions.

• Use the "Permission Set" dropdown menu to select Create new permission set.

• Enter a Permission set name: TristanCPA Accountant

• Toggle on Full access.

• Click Continue.

• Choose Dashboard as the access point where TristanCPA can access Square apps, and click Save.