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Connect Square

Connect your Square account so customers can pay invoices and booking deposits with Square, and pick which location gets paid.

Already use Square? Connect it, and customers can pay their invoices and their booking deposits on a Square payment page. The money goes to your Square account and your bank on Square's schedule. Utopia never sees card numbers.

Before you start

  • Only owners and admins can connect or disconnect Square.
  • Have your Square login ready.

Steps

  1. Go to Settings → Connected apps. On your phone, tap More, then Settings, then Connected apps.
  2. On the Square card, tap Connect Square. Square's settings page in Utopia opens.
  3. Tap Connect Square again. Square's sign-in opens in the same tab.
  4. Sign in to Square and allow Utopia to take payments for you.
  5. Square sends you back to Utopia.
  6. If your Square account has more than one location, pick one under Location that takes payments. Invoice payments and booking deposits go to that location.
  7. Check that the badge says Connected.

If you also use Stripe

Only one of them takes your online payments at a time. If both are connected, Stripe is used until you choose. On the Square page, a line says which one invoices and booking deposits are paid with. To switch, tap the button that says Use Square instead.

Payments you take in the Square app

Payments you take in person with the Square app don't show up in Utopia on their own. Record them on the invoice and pick Card as the method. See Take a payment.

Disconnect Square

Tap Disconnect, then confirm. Customers can't pay with Square until you connect again. Payments already made stay in your Square account.

Didn't work?

The badge says Choose a location

Square is connected but doesn't know which location to pay. Pick one under Location that takes payments.

The badge says Needs attention

Square asked Utopia to sign in again. Tap Connect again and sign in to Square.

Square didn't connect

Tap Connect Square again and finish every step on Square's page without closing it. If you pressed cancel on Square's page, nothing was connected.

I don't see the Connect Square button

Your role can't change connected apps. Ask the owner or an admin.

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