Square POS is a popular merchant services provider that lets small businesses accept credit cards and other forms of payment from customers. By integrating with Fishbowl, you will be free to push retail POS payments to your inventory management software and other solutions connected to Fishbowl.
Benefits of Fishbowl's Integration with Square
This integration gives you the ability to integrate with one or more Square POS stores. Once installed, it adds a Square module to the Integrations module group in Fishbowl Advanced. Integrating Square with Fishbowl enables you to accurately manage inventory counts and add retail POS payments to your inventory management software.
You can both import and export data between Square and Fishbowl. If you have certain product offerings in your POS store that you don’t already have in Fishbowl, you can import them into Fishbowl from Square. This makes it easier to add those products to purchase orders and sales orders. And you can also export products from Fishbowl to Square that aren’t already in your POS store.
Fishbowl’s Square module also lets you schedule POS imports between Fishbowl and Square. And you can create default settings for how sales orders, locations, customers, carriers, payments, and taxes are brought into Fishbowl’s inventory management system from Square.
To integrate with Square, go to the Plugin module in Fishbowl Advanced, scroll down, and click the Install button at the top of the Square option. Close all Fishbowl Clients connected to the Fishbowl Server, and then restart the server. When you reopen the Fishbowl Client, you will be able to see Square in the Integrations module group, and you will also be able to allow other users to see and access it via a new Square access right section in the User Group module.
This adds the Square module to Fishbowl Advanced, and you can now configure the integration to connect to your Square account and Square POS system. To do this, you will need the Authorization Code from Square. In the module toolbar of the Square module, click the Settings button. In the window that pops up, click the Connect button. This will open a Web page where you can either log into your existing Square account or sign up for a new Square account and obtain the Auth Code. Once you have copied it, return to the Fishbowl Client and paste it in the appropriate field. Click the Submit and Save buttons, and the integration should be ready to go.
Fishbowl Integrates with Square FAQs
We highly recommend letting Fishbowl do this for you. Integrate these two solutions together to let Fishbowl manage inventory and send inventory counts to Square Online on a scheduled basis. Then have the Square Dashboard handle the retail POS side of transactions and send sales orders to Fishbowl to begin the order fulfillment process. This keeps your inventory counts accurate and helps with other inventory management tasks.
Yes. Many small businesses use Square for retail POS. Square is often used in an online store setting, but it works equally well in a brick and mortar retail environment. Simply download the Square app on a mobile device and use it to accept payments in point of sale transactions.
Go to the Product Import tab in Fishbowl’s Square module. Make sure the Import Products checkbox is clicked, and then determine your Square product field mapping. You may want to link existing products and unlink missing products to make sure your product lists in both Fishbowl and Square match up as well as possible. Once you have determined these settings, click the Active checkbox on the top-left of the interface under the Schedule header. You can import your inventory list into Fishbowl at an interval ranging from every minute to once a year. Click the Run Task button to activate the scheduled imports and immediately perform an import.
Yes, Square for Retail offers some inventory tracking features. When you integrate your point of sale solution with a powerful inventory tracking solution like Fishbowl, you are able to manage inventory even better. Serial numbers, lot numbers, expiration dates, revision levels, and custom methods are all available to help you track inventory in Fishbowl.
You will need to sign up for Square Plus or Square Premium. The free version of Square for Retail only has basic inventory features, but the two paid versions have more advanced features. However, Fishbowl Advanced offers inventory tracking and many other inventory management features that go far beyond Square for Retail’s abilities. And its integration enables you to keep your inventory counts, stock alerts, and restocking procedures constantly up to date.
