Yes, you can look up customers by credit card. If you go to your transactions tab in the Square POS app you can simply swipe the credit card and it will bring up all the transactions associated with that credit card. This is more or less intended for easily finding transactions to refund without a receipt that has the receipt number.
Now the issue is if they used multiple cards and if the same card changed over the years to different card numbers. But at least this will give you a start.
You can also look up in your transaction history on your Square Dashboard using the last 4 digits of the card. this will get you down to just the transactions with that last 4 digits and yes there could be some overlap but it is a much smaller pile to sift thru. https://squareup.com/dashboard/sales/transactions
For the future, I would highly recommend you start using the customer directory where you add a customer to each sale. https://squareup.com/help/us/en/article/5532-manage-your-customer-directory-from-the-square-app. Now each transaction will be tied to a customer.
Yes, you can look up customers by credit card. If you go to your transactions tab in the Square POS app you can simply swipe the credit card and it will bring up all the transactions associated with that credit card. This is more or less intended for easily finding transactions to refund without a receipt that has the receipt number.
Now the issue is if they used multiple cards and if the same card changed over the years to different card numbers. But at least this will give you a start.
You can also look up in your transaction history on your Square Dashboard using the last 4 digits of the card. this will get you down to just the transactions with that last 4 digits and yes there could be some overlap but it is a much smaller pile to sift thru. https://squareup.com/dashboard/sales/transactions
For the future, I would highly recommend you start using the customer directory where you add a customer to each sale. https://squareup.com/help/us/en/article/5532-manage-your-customer-directory-from-the-square-app. Now each transaction will be tied to a customer.
As far back as your account goes. I can still see my first transaction on 5/5/11. That is over 7 years ago and the signature and details are still there. Since it is digital records and not paper records in a box in the office I doubt they will delete old transactions as they are tied to customers and other information in your records. Square has only been around 8 years so in this customers case the records wouldn't exist as the store hasn't been using Square that long so obviously they'd have to then go to whatever POS or transaction log they had before Square.
