Accept credit card payments with Square
Set up Square to take payments in person or online from your customers.
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Who is this for?
This guide is explicitly for Small Business Owners and Sole Proprietors who need to start accepting credit card payments immediately. Whether you are a food truck, a consultant, or a retail shop, this walkthrough covers the essential setup.
Step-by-Step Guide
Key Terms Defined (Dictionary)
| Term | Definition |
|---|---|
| POS (Point of Sale) | The system (app and hardware) used to complete sales transactions. |
| Dashboard | The desktop interface where you manage items, reports, and settings. |
| Chargeback | A disputed charge where funds are returned to the cardholder. |
| Deposit | The transfer of funds from your Square account to your linked bank account. |
| Magstripe Reader | The hardware used to swipe older cards with magnetic strips. |
Common Pitfalls & Troubleshooting
- Identity Verification Failed: Ensure you are using your legal name and accurate SSN digits. If it fails, Square may ask for a photo ID upload.
- Bank Connection Issues: If Plaid doesn't work, use the "Manual" entry option for routing/account numbers. This may take 1-3 days to verify via micro-deposits.
- Reader Connection: If the card reader isn't connecting, check that your device's Bluetooth is on and the reader is charged.
Why Users Choose Square
Users typically cite ease of use, fast setup, and no monthly fees as the primary reasons for choosing Square over traditional merchant accounts.
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Square sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.