Tutorial: Setting up Square POS Gateway.

Tutorial: Setting up Square POS Gateway.

SuitePOS uses the Square POS app in a special mode to process payments. Unlike Square Reader, this means the Square POS app will need to be installed alongside SuitePOS on your device. The Square Reader is connected via the USB hub to the Square Stand. Alternatively, you can connect the via Bluetooth (in the Square POS app).

Step 1: Preparation

  1. Order the Square hardware from Square, Apple or Best Buy.
    1. Square Reader
    2. Square Stand (optional)
  1. Set up Square account via Square's web site or your Square Account Rep.
    1.  Set up at least one location per Square account
    2. Make a note of Location Id (See Square Web User Interface below)
    3. Go through all the settings carefully
Square Web User Interface:



UNDER NO CIRCUMSTANCES SET UP 2-FACTOR AUTHENTICATION
Do not set up the Square Account with 2-Factor Authentication (2FA) - even if prompted to via the web interface or when authorizing in SuitePOS. Doing so will make the OAUTH flow of Square in the App unmanageable across many terminals because you have to authenticate using a phone number or email.

Step 2: Download the Square App

  1. Download the Square POS app from the Apple Store.
  2. Pair the Square Reader to the Square POS app
  3. Go through settings in the Square POS App
    1. Most settings should be off
    2. Enable offline transactions if you want to process cards offline and feel comfortable doing so
    3. Enabled the skip receipt screen
    4. Disable emails for refunds and sales
    5. Disable signature (it is not needed the major cards anymore)

Step 3: Set up the gateway

  1. Go to POS Settings.
  2. Set the Gateway field to "Square POS" (previously known as Square).
  3. Set the Processing Mode to Live (Test also = Live). Use Simulated for Sandboxes.
  4. Set the Currency
  5. Set the Location Id field to what was noted earlier.

NetSuite POS Settings Screen:

Salesforce POS Setting Screen

Step 4: Connect the Square Reader

  1. Login to the SuitePOS app and click the menu icon.
  2. Go to SuitePOS Settings.
  3. Ensure the Square Reader is on.
  4. Toggle the Authorize Square button (one time only) and perform a sync (see SuitePOS Settings below). This authorizes SuitePOS to use your Square Account with the necessary scope of permissions.

SuitePOS Settings:

UNDER NO CIRCUMSTANCES SET UP 2-FACTOR AUTHENTICATION
Do not set up the Square Account with 2-Factor Authentication (2FA) - even if prompted to via the web interface or when authorizing in SuitePOS

Still having issues? Try the video



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