Set up your Square account | Square Support Center (2024)

In this article

About creating your Square accountBefore you beginStep 1: Choose your business structureStep 2: Onboard your businessStep 3: Link your bank accountStep 4: Set up transfer optionsStep 5: Sign in to your Square accountStep 6: Order Square hardwareStep 7: Create your item libraryStep 8: Set up your teamRelated articles

Who is this article for?

  • Only account owners can create a Square account.
  • About creating your Square account

    Square connects every aspect of your business, so you can focus on your customers. It doesn’t matter what you sell, Square has apps, features, integrations, and hardware, built to work together and simplify your day-to-day. Square helps you run your business — start accepting payments, onboard your team, generate robust sales and inventory reports, and reduce your administrative time. Getting set up with Square only takes a few minutes.

    Before you begin

    The steps in this guide are the setup instructions to create a Square account. If you already completed one of the steps, you can skip to the next one. To get started, sign up for a Square account.

    If you get stuck at any point, contact our Square Support team. If you successfully created an account, you can call Square Support Monday through Friday between 6 AM and 6 PM PT, or reach us in the Seller Community.

    Step 1: Choose your business structure

    When you sign up for an account with Square, you’ll be asked to provide additional information about your business. The information we request from you when you set up your Square account can vary depending on the type of business you run or its share structure. Learn how to choose your business structure.

    Step 2: Onboard your business

    You’ll also be asked to provide personal information to verify your personal identity. Federal law and banking industry regulations require that all financial institutions verify and record information that identifies each person who opens an account. Even if you plan on using Square as a business or organization, to create a Square account you must provide this information.

    If you are an individual or sole proprietorship, learn how to onboard your sole proprietorship to Square.

    If your business is not a sole proprietorship, learn how to onboard your registered business to Square.

    Step 3: Link your bank account

    Before you receive your first transfer from Square, you need to add a verified bank account to your Square account. Learn how to link and edit your bank account.

    Step 4: Set up transfer options

    After you activate your Square account and link a bank account, transfers are automatically sent per our Next Business Day schedule. To get your funds faster, you can also send instant transfers or same-day transfers to your linked account. Learn how to set up and edit transfer options.

    Step 5: Sign in to your Square account

    Once your account is created, you can use the Square Point of Sale app or your Square Dashboard. Find out how to sign in to your Square account.

    Step 6: Order Square hardware

    If you already selected and received Square hardware, you can skip to the next step.

    Square has POS hardware to help you and your team members to check out customers and accept payments quickly. Visit Square Shop to order your hardware.

    Step 7: Create your item library

    As you add your business details to Square, you can create, edit and manage items from your item library in Square Dashboard. Learn how to create and edit items.

    Step 8: Set up your team

    When you’re ready to start selling, make sure that your team members are too. Learn how to add and manage team members.

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    Set up your Square account | Square Support Center (2024)
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