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Square Merchant Account Setup
Square Merchant Account Setup

Learn to sync your Square account to ShootQ

Adam Fried avatar
Written by Adam Fried
Updated over a week ago

ShootQ integrates with Square, one of the most popular and widely-used credit card processing systems. When the two accounts are connected, you can use Square as the payment method to charge your clients for invoices you create in ShootQ. Square will also "talk back" to ShootQ and mark an invoice paid when a successful transaction occurs. 

Syncing up the two accounts is a snap! But before we dive into the setup process, please review these important notes about the integration.

Important Notes:

  • Square may have different transaction rates for payments made via their OAuth API (as opposed to their card reader). OAuth API is the method used to sync your Square account to ShootQ. Please contact Square customer support for clarification on their processing fees.

  • The integration only works for businesses based in either the United States or Canada (although Square hopes to add additional countries in the near future).

  • Square will only accept payments from clients whose credit cards have a billing address in one of the following countries - United States, Canada, Australia, and Japan.

  • The currency - either USD or CAD - will be determined by the location of your business when you initially set up your Square account. For instance, a Canadian studio can only collect CAD and a US studio can only collect via USD.

  • Square uses credit card number, CVV, expiration date, and postal code to verify a client's credit card. Other information, like cardholder name and billing address are used for Square's Chargeback Protection in cases where a client challenges a charge.

 Now that you're aware of those Square caveats, let's sync up your accounts!

Sync Your Square Account to ShootQ

Just follow these steps to sync your accounts.

  • In ShootQ, go to Settings > Payments, Invoices, & Taxes > Collection Types

  • Click on 'Square'

  • Click 'Authorize'

  • Sign in to your Square account and allow the permissions that ShootQ is requesting.

After that, your accounts should be synced. We recommend clicking on Square again in your list in ShootQ and running a test transaction to make sure the accounts are connected properly.

Once you've run a test transaction, you can then choose Square as the payment method when creating a proposal or invoice.

Note - Refunds: Just like all ShootQ integrated merchant accounts, if you need to refund a client for a payment collect via Square it's best to do it on the invoice in ShootQ. Navigate to the invoice and click the Refund button next to the payment you would like to refund. Square will then process the refund and the transaction will be recorded on the ShootQ invoice.

To remove Square from your ShootQ account, just mouse over it under the Settings tab and click the red X. After that, Square will no longer be a payment option in ShootQ. Any invoices that were using Square will revert to 'Collect Manually' as the payment method.

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