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Can I merge existing accounts?

i currently have seven different accounts. same ein, same bank acct. but different locations. i see the add location portion, but do i need to basically leave the other accounts that are currently logged in and restart them under the new location added. or can i just link the current accounts already made and working? 

Message 1 of 30
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1 Best Answer
Admin

Best Answer

Hi @DutchBros2c, thanks for surfacing this.

 

The option to merge existing accounts is not available at this time, even if they share the same EIN and linked bank account.

 

For now, I'd suggest designating which account you'd like to keep as your master account, then add new locations from your Locations tab. Once you've created the appropriate locations, you may want to deactivate any redundant accounts to keep things tidy.

 

Note: once you've deactivated your account, you won't have access to your payment history. Before you close an account, I recommend that you download your payment history and keep it on file.

 

To deactivate an account:

  1. Log in to Account & Settings.
  2. Select a reason for deactivation.
  3. Enter the password currently associated with that account.
  4. Click Deactivate.

I hope this helps simplify your account setup for the long run yet I realize that the current process is pretty manual. Our product liaison team is aware of this issue and we're continuing to track requests. Please let me know if you have any other questions or concerns that I can help with!

Tom [he/him/his]
Seller Community Manager | Square, Inc.
Find step-by-step help in our Support Center

View Best Answer >

Message 2 of 30
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29 REPLIES 29
Admin

Best Answer

Hi @DutchBros2c, thanks for surfacing this.

 

The option to merge existing accounts is not available at this time, even if they share the same EIN and linked bank account.

 

For now, I'd suggest designating which account you'd like to keep as your master account, then add new locations from your Locations tab. Once you've created the appropriate locations, you may want to deactivate any redundant accounts to keep things tidy.

 

Note: once you've deactivated your account, you won't have access to your payment history. Before you close an account, I recommend that you download your payment history and keep it on file.

 

To deactivate an account:

  1. Log in to Account & Settings.
  2. Select a reason for deactivation.
  3. Enter the password currently associated with that account.
  4. Click Deactivate.

I hope this helps simplify your account setup for the long run yet I realize that the current process is pretty manual. Our product liaison team is aware of this issue and we're continuing to track requests. Please let me know if you have any other questions or concerns that I can help with!

Tom [he/him/his]
Seller Community Manager | Square, Inc.
Find step-by-step help in our Support Center

View Best Answer >

Message 2 of 30
18,537 Views

My husband and I are trying to link our Square accounts to the same business. Mine was connected to a different one, but we want to combine since we do both at the same time anyway. How do we sync accounts?

Message 3 of 30
1,142 Views
Square Community Moderator

Hi there, @MonKeighBiz - thanks for reaching out and joining us here on the Seller Community! 

 

I've gone ahead and merged your post into an existing thread of Sellers who were also looking for information regarding merging existing accounts. Take a look at this Best Answer from Tom - he will provide some context and some extra workarounds. 

 

Let us know if you have any additional questions!

Joe
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Message 4 of 30
1,086 Views

One may be looking for 'merge customer accounts' or 'fix duplicates'.  That is possible, find Customers, check boxes of accounts to merge, click the 'merge' button in the menu. Hope this helps someone.

Message 5 of 30
12,815 Views

This reply created from merging an existing thread: "Multiple Master account and locations merging" The author has been notified via email.

 

I've seen this question asked and am wondering if there is an update yet....

 

Is it possible to merge two master accounts in which both have multiple locations yet? We created two masters accounts a couple years back without knowing that it was not possible to merge them. We have two masters accounts with 5 locations each. I would like to merge these into one Master account with all 10 locations. If this is not possible yet, when will it be? And what would be a good work around until then? We are looking to add Square Giftcards and need these to be use-able accross all ten locations.

Message 6 of 30
12,335 Views

Bump for response

Message 7 of 30
12,221 Views

Bump Bump for response. We really need this to get our accounting systems up-to-date.

Message 8 of 30
11,673 Views
Admin

Hi @RoastersCoffee - Unfortunately, there isn't an ETA on if or when this feature might be available at this time. I've flagged this thread with our Product team to track feedback and we'll make sure to add updates here as we receive them

Message 9 of 30
12,211 Views

Yes, this would be helpful for me too. We have 2 accounts created based on 2 different emails that were used to sign in, but I think everything else is the same. How to fix this issue?

 

Message 10 of 30
6,381 Views
Square Community Moderator

Hey @MAS3! Welcome to the Community!

If you have two different logins, that would mean there's two separate accounts that can't be merged. ☹️

 

You can see @Helen 's post above about transferring your item library if you need that switched over and want to delete one account. 

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Message 11 of 30
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This reply created from merging an existing thread: "merge existing accounts" The author has been notified via email.

 

Can we merge two existing square accounts and keep all sales data intact?

Message 12 of 30
11,963 Views

Bump for response.

Message 13 of 30
7,057 Views
Admin

Hello @CaseStudy, currently we do not have the ability to merge two Square accounts together.  Right now this is not on our road map. 

Message 14 of 30
7,014 Views

What a bummer

Message 15 of 30
2,314 Views

If we can export data, can we not import it? So we can cloes 1 master account and set it up as a location? This would allow us to retain information and history, etc.

Message 16 of 30
2,245 Views
Admin

@mkmetz If you create a location or locations you can assign items you've already created to your new location(s).

 

If you create a totally new Square account you can export your item library from your existing account and import those items to your new account. The steps to transfer items between Square accounts are in our Support Center.

 

Hope this helps! If you have additional questions abou this please don't hesitate to reply.

Helen
Seller Community Manager, Square
Find step-by-step help in our Support Center
Message 17 of 30
2,237 Views

I would like to merge accounts how 

Message 18 of 30
1,836 Views

I have 2 square accounts how do I merge them into one they both have the same email but one I didn’t know was still active so I created another and didn’t know I could change my company name. I have a lot of items in inventory so I’d hate to waste time redoing all my inventory. Also I did that redemption code I signed in after that does it automatically send 10 dollars to my bank account? All it did was have me login

Message 19 of 30
1,745 Views
Admin

Hey @Lrobles-

 

Thanks for posting in the Seller Community 😊.

 

Take a look at @Tom's best answer regarding this question. If you have any questions about this, please feel free to give us a call.

Isabelle
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Message 20 of 30
1,701 Views

Over the years, different areas of our organization established their own Square accounts. Now we would like to bring them under one of the established accounts as separate Locations. How can we do that?  Also, is there a way transfer the item list in one Square account to the new account/location?

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Message 21 of 30
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