AccountEdge

What the Square integration does, what it doesn't, and what you need to get started.

Square + AccountEdge: What to Know First

How to connect your Square account to AccountEdge and configure your linked accounts.

Setting Up the Square Integration

How to pull your Square orders into AccountEdge and what gets created when you do.

Importing Square Transactions

Where to find import logs, how to read them, and what to check when totals don't match.

Troubleshooting Square Imports

Set up the Square integration, import your transactions, and keep everything in sync.

Square + AccountEdge

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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