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Is there a way export the current items list and set-up a new company?

The title of this thread has been edited from the original: Delete Test Transactions Alternate

 

I started testing Square using an account for an old company, no longer in business.

Since there doesn't appear to be a way to delete test transactions, is there a way to take the current ITEMS list and export so I can set-up a new company and start without sales?

 

Roger N

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This is possible.  From your Square dashboard, click the 'Menu' icon (the 3 horizontal stripes in the upper left corner), then click on 'Items'.  Make sure the 'All Items' option is checked at the top left of the item listing, then click on 'Actions' in the upper right-hand corner.  Click on 'Export Library' and you'll get a choice of whether to export to Excel or to a CSV file.  You'll want to choose the CSV option, since that file format is required when you import the list for your new company.  Enter a file name if you want to change it from the suggested one, and a location to save the file, then click on 'Save'.

I'm not sure if you can open a new company under your current account, but you can always open a new location under the current company, then deactivate the old location.  This may not be what you want to do, though.

Judy T Shumway
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