Tutorial: Setting up Square Reader Gateway

Square Reader uses the Square Reader SDK to process credit card payments. Unlike the Square POS integration, the Square POS app does not need to be installed (alongside SuitePOS) on your device.

The Square Reader (with optional power dock) is connected via the USB hub to the Square Stand. Alternatively, you pair via bluetooth. 

For fixed-lane installations, we recommend the Square Stand with the Square Reader connected to the USB hub. Mobile installations will require a bluetooth connection to the Square Reader.

Step 1: Preparation

1. Order the Square hardware from Square, Apple or Best Buy.
   
   1. Square Reader
   2. Square Stand (optional)
      
2. 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  web 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.

1. Go to POS Settings.
2. Set the Gateway field to "Square Reader" (previous known as Square Plus).
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 3: Authorize Square

This authorizes SuitePOS to use your Square Account with the necessary scope of permissions.

1. Login to the SuitePOS app and click the menu icon.
2. Go to SuitePOS Settings 
3. Set Authorize Square to On. 
4. Perform a sync and login using your Square credentials. 

You should only have to do this once for a particular Square account. Even if the SuitePOS app is removed and re-installed.

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. For bluetooth, orange or red lights means the reader is ready to pair. 
4. Select Connect Square Reader. If you are connected to the hub, you should see the connection. If you are connecting via bluetooth, you will have to initiate the connection
   

Step 4: Still having issues? Try the video

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