RB User Guide > Connect > Preferences > Contact – Account Activity

Setting up a Square business account

Before your clients can pay invoices online through RB Connect, you must set up a business account with one of the accepted online payment processing services and enter your credentials in RB9. Follow these instructions to set up a Square business account and enter your credentials in RB9.

Continued from Contact – Account Activity preferences.

NOTE: Square site instructions & wording might be different

These instructions might be slightly different from the actual site, however, the concept is the same. You must set up a business account on Square and get API credentials which you then enter in RB9 before you can accept payments online.

1. Sign up for a developer account on Square.
2. Go to the Developer Dashboard.
3. Click Create Your First Application.
4. Enter a name for your application.
5. Agree to the Square Developer Terms of Service.
6. Click Create Application.
7. Click your application to open the application settings pages.
8. Switch the Dashboard from Sandbox to Production.
9. On the Credentials page find your production credentials.
10. In RB9, go to Connect Preferences > Contact – Account Activity and click Edit.
11. Add your API credentials to the Online Payment pane:

    • Online Payment Method

      Select Square in the drop-down.

    • *Application ID

      Required. Copy and paste your company’s Application ID from your Square account.

    • *Access Token

      Required. Copy and paste the OAuth access token from your Square account.
12. Click Save.

Reference

• RB Connect
• Contact – Account Activity preferences
• Payment gateway

Step-by-step instructions

• Setting up a PayPal business account
• Setting up an Authorize.net business account
• Setting up a Payeezy business account
• Setting up a Stripe business account