If I have a form that takes payment and is linked to a square account, how can I see what account it is linked to on Jotform?

  • Moms4Moms
    Asked on April 11, 2019 at 4:24 PM
  • Mike_G JotForm Support
    Replied on April 11, 2019 at 5:56 PM

    If you have multiple Square accounts and you would like to know which Square account your form is linked to easily, I suggest that you create a Business Location in Square and name it after the Square account and the form you will be linking it to.

    1555019401t17 48 48 Screenshot 10

    Then, in your Square Dashboard, set the filter to the location you would like to view in Sales Summary that is under Reports.

    1555019709t17 52 39 Screenshot 21

    I hope this workaround helps. If you have other questions or concerns, please feel free to let us know.