Connecting and Using Square with Peach Suite Pro
Peach Suite Pro includes a direct Square integration that allows supported Square information to work with your Peach Suite Pro workspace.
The Square connection is designed to reduce duplicate data entry while still giving you control over how Square information is reviewed and used inside Peach Suite Pro.
Before You Connect Square
You should have access to the Square account you want to connect before beginning the connection process.
Make sure you are connecting the correct Square business account for the Peach Suite Pro workspace you are currently using.
Peach Suite Pro uses one primary Square integration for a workspace. Avoid connecting multiple Square accounts unless your Peach Suite Pro configuration specifically supports that arrangement.
Connecting Your Live Square Account
Open the Square area or Square Control Center in Peach Suite Pro and select the option to Connect Live Square.
You will be redirected to Square to authorize Peach Suite Pro to access the supported information required for the integration.
Complete the authorization process using the Square account associated with your business.
After authorization is completed, Peach Suite Pro securely stores the connection information needed to communicate with Square.
Square Account Security
Peach Suite Pro uses Square's authorization process to establish the connection.
Your Square password should be entered only on Square's own authorization pages. Peach Suite Pro does not need your Square account password in order to maintain the integration.
The connection may use secure OAuth credentials that can be refreshed when required so the integration can continue operating without asking you to sign in repeatedly.
Square Control Center
The Square Control Center provides access to the primary tools used to manage your Square integration.
Depending on your Peach Suite Pro plan and configuration, available actions may include:
- Connect Live Square
- View Square connection status
- Synchronize supported information
- Sync All
- Resume an interrupted synchronization
- Review Square payments
- Reconcile Square Payments
Sync All
Sync All is used to synchronize supported Square information with Peach Suite Pro.
Peach Suite Pro processes larger synchronizations in controlled groups rather than attempting to process everything in a single request.
This helps improve reliability and allows the system to track synchronization progress.
Resume
If a synchronization is interrupted or does not finish, Peach Suite Pro may provide a Resume option.
Resume allows processing to continue without unnecessarily starting the entire synchronization from the beginning.
Square Payments and Income
Square payment information can be used by Peach Suite Pro to help create and reconcile business income records.
Depending on your configuration, Square-related income information may include:
- Sale amount
- Tax
- Tip
- Processing fee
- Net amount
- Transaction date and time
- Square payment information
Peach Suite Pro keeps the original transaction information associated with the Square payment whenever supported.
Reconcile Square Payments
The Square reconciliation process helps compare Square payment activity with income records in Peach Suite Pro.
Use Reconcile Square Payments when you need to review Square transactions that may not yet have a corresponding Peach Suite Pro income record or when a transaction requires additional review.
Reconciliation Review
During reconciliation, Peach Suite Pro may identify items that require your attention.
Available actions may include:
- Review — inspect the Square transaction and related information.
- Add Income — create an income record when appropriate.
- Resolve Item — mark a reviewed reconciliation item as resolved when no additional action is required.
Review each transaction carefully before adding or resolving it.
Avoiding Duplicate Income
Square reconciliation is designed to help reduce duplicate income records.
Before manually adding income for a Square transaction, review the existing Peach Suite Pro income records and reconciliation information.
If a matching record already exists, do not create another income entry for the same transaction.
PeachPOS and Square
PeachPOS can work with Square payment information while keeping Peach Suite Pro as the business management and reporting system.
Depending on your PeachPOS configuration, income may be organized around appointment services or daily PeachPOS sales activity.
Square remains a direct integration and should not normally be configured as a generic third-party payment processor when the live Square connection is being used.
Inventory and Square
Some Peach Suite Pro configurations may use Square information as part of inventory or sales workflows.
If inventory sales tracking is enabled for your workspace, review the applicable inventory and PeachPOS settings to make sure they match your business workflow.
Connection Status
Peach Suite Pro monitors the health of supported system connections, including Square.
A healthy Square connection means Peach Suite Pro can successfully communicate with the connected Square account using the currently authorized credentials.
If the Square connection requires attention, review the Square Control Center for connection status or instructions.
If Square Shows Disconnected or Unavailable
If your Square connection is unavailable:
- Confirm that your internet connection is working.
- Confirm that Square itself is available.
- Review the connection status in Peach Suite Pro.
- Do not repeatedly create new Square connections.
- Reconnect Square only when Peach Suite Pro indicates that reconnection is required.
Temporary connection problems may resolve without requiring you to reconnect your account.
Do Not Disconnect Square to Fix a Sync Problem
A synchronization problem does not always mean the Square account needs to be disconnected and reconnected.
First review the synchronization status and use Resume when available.
Disconnecting or reconnecting unnecessarily may interrupt an otherwise valid Square connection.
Changing Square Accounts
If your business needs to change the Square account connected to Peach Suite Pro, do not simply connect a second account without reviewing the existing connection first.
Contact Peach Suite Pro Support if you are unsure how to replace an existing Square connection safely.
Square Data and Peach Suite Pro Records
Square and Peach Suite Pro serve different purposes.
Square remains the payment-processing source for Square transactions, while Peach Suite Pro uses supported Square information for business management, income tracking, reconciliation, and related workflows.
Peach Suite Pro does not invent missing Square transaction information. If data cannot be matched or interpreted safely, the item should be reviewed rather than automatically changed.
Recommended Square Workflow
- Connect the correct Live Square account.
- Verify that the connection shows as active.
- Use Sync All when an initial or full synchronization is needed.
- Use Resume if an existing synchronization was interrupted.
- Review Square payments and income.
- Use Reconcile Square Payments to identify items requiring attention.
- Review possible matches before adding new income.
- Resolve reviewed reconciliation items when appropriate.
Best Practices
- Connect only the correct Square account for the workspace.
- Do not share your Square login credentials.
- Review reconciliation items before creating income.
- Avoid manually creating duplicate Square income records.
- Use Resume instead of restarting an interrupted synchronization when available.
- Do not disconnect a healthy Square connection unnecessarily.
- Contact Peach Suite Pro Support before replacing an existing live connection if you are unsure.
Need Help?
If Square cannot be connected, synchronization repeatedly fails, or you are unsure how to reconcile a Square transaction, contact Peach Suite Pro Support.
For questions about your Square merchant account, payment processing, deposits, or Square account settings, contact Square directly.