Banks
Transfers
Extra Points
Account
Random
100

I need to put my new bank account on my Square. I'm on my computer, how do I do that?

Bank {View/Edit - Dashboard}

100

I just took a $500 payment, but I don’t want to wait until Monday to get the funds. What else can I do?

Transfers {Instant Transfer - Suggest}

100

I want to add my husband onto my account so he can call in and actually get some help! We both own the business. (What macro do we need to apply first in this situation?)

Security {Authorized Representative - Add Authorized Representative}

100

I’m getting a new email address, I need to edit my Square email. How do I do that?

Account {Edit Email/Account Info}

100

My Contactless reader isn’t working and I’ve done all the troubleshooting steps on the Support Center. I just bought it 6 months ago, is there anything I can do?

Reader {R12 Warranty}

200

I’m trying to link my bank account to Square and it keeps failing. 

*Regulator shows the bank account is unsupported*

Bank {Failed - Non-Transactional/Unsupported Account}

200

There was a deposit that was sent 5 days ago and I still don’t have it. My bank says they don’t see it either. Can you help me?

Transfers {Cant Find Transfer - 2 - Provide Transfer Details}

200

I need to know when my next transfer is going to arrive. Can you just tell me when I can expect it? (You take a look at the Regulator page and notice that the Caller is not listed anywhere on the account.)

Security {PII - Not Account Email/Owner}

200

I can’t access my account, I think I have the wrong password?

Account {Edit Password}

200

I need to have a way to charge my customer every month. Can I do that with Square?

Invoices {Recurring Invoices - Get Started - Dashboard}

300

I saw $0.01 deposited into my account, does that mean it’s good to go? Can I take payments now?

Bank {Pre-Bank Verification}

300

My instant transfer isn’t working! I know I have the funds available and my card is linked.

*Regulator shows the account is suspected*

Transfers {Instant/Same-Day Unavailable - Suspected Seller}

300

Darrell writes in wondering what the status of a particular payment on his account is but he only provided the day the payment was taken. How can we respond to find out some more info and find out what happened to Darrell’s payment?

Payments {More Transaction Info Needed}

300

I’m expanding to two farmers markets, do I need to set up a second Square account?

Account {Multiple Locations - Get Started}

300

I want to order this hardware from the site but I can’t pay the full amount right now. Do I have any options?

Fulfillment {Hardware Installments - Suggest}

400

I have a few different locations and I want the transfers separated. How can I do that?

Bank {Multiple Locations - Add Bank Account}

400

I’m new to Square and was wondering when I could expect to see my deposits. My bank account verified yesterday.

Transfers {Transfer Speed - Next Business Day}

400

Howard calls in and tells you that the IRS is informing him that his SSN is being used to report his earnings for the year. This is upsetting because Howard has a business tax ID that should used for tax purposes and he wants his tax forms for previous years corrected. What macro should you use to start this process with Howard?

Finance {Corrected 1099-K Requested - Prior Year}

400

I want to close my Square account.

Account {Deactivate Account}

400

I have a payment that is showing as Cash in my transactions but I ran the card and I see that transaction. What does this mean?

Payments {Accidental Cash/Other Tender}

500

I linked my bank on Friday, it’s Tuesday and it’s still not linked! I need to know when those funds will be available!

Bank {Unverified - Impatient}

500

My instant transfer is missing! Help!!

Transfers {Instant/Same-Day - Missing Transfer - 1}

500

Lorna is a hair stylist and has been using Square Appointments for her salon for a few years. Recently, some of her appointments she has been scheduling have simply been disappearing from her calendar which has been causing unnecessary stress between her and her clients. What macro can we apply to make sure she gets the help she needs from an expert?

Support {SaaS - Transfer to Appointments}

500

I need to be able to accept HSA and FSA insurance cards. Can I do that with Square?

Account {Edit MCC - HSA/FSA - Request}

500

I need a reader for my pop-up event tomorrow!! Help!!!

Reader {Retail Locations}

M
e
n
u