Square Payroll - Add an administrator

To connect your Square Payroll account to this application you must set up a new admin user. Please follow the instructions below.

Instructions

Step 1: Add a new admin user

1. Log into Square Payroll

2. Navigate to Team > Team Member

3. Create a new team member by filling out the details below
   
   

   • First Name: Enter the name provided in Finch Connect

   • Last Name: Support

   • Email: Enter the name provided in Finch Connect

   • Phone Number: 917-717-3974
     
     

4. Click Save

5. Click Continue setup in the bottom right of the screen to enable the correct permissions

Step 2: Assign the correct permissions

1. Under Permissions, select Enable Permissions

2. Under the Primary job title, enter Accountant

3. Leave the Pay Type as None

4. Click Finish setup in the bottom right of the screen

5. Navigate to Select permission set and click Team Permissions or create a new permission set

   • If creating a new permission set, enable Full access and click Continue

6. Set the Personal Passcode to 0000 and click Save

Note on Benefits/Deductions

Square 'Owner Account' Payroll Deductions Not Accessible

Finch is unable to process deductions changes for the 'account owner' role in Square through due to a limitation with Square Payroll.

For privacy and security reasons, Square Payroll restricts access to the account owner's payroll and deduction details to the owner only. Because this information is not accessible via Square Payroll's integration, Finch is unable to update it on their behalf.

To add, update or remove deductions for the account owner, the owner will need to sign in directly to their Square Dashboard to make those changes.

FAQs

💡 Why do I need to provide admin permissions?