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Need to merge accounts with 2 different email addresses, but same organization

Good morning -

 

I need to merge two accounts we have for the same organization. One is for an employee that no longer works here, but has the majority of the Square history on it. The second is a new account. Banking information has not changed.

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@hmell75 Tricky one here, only customer service can help you with a situation like this.  From what I have seen, it would be best to take over the first account.  If that first account was set up under the employee's name (i.e. he or she set it up) then you may be able to transfer ownership, but if that employee is persona non grata, you may be really facing an uphill battle.  From a legal standpoint, the account was in the employee's name and for security reasons, that is difficult if not impossible to change.

 

The new account and moving on is the true best bet.  If you have access to the other account/directory, just print reports and safeguard them for your accountant and move forward with the new account.

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
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