Square + ActiveCollab Integration

If you're using Square and ActiveCollab to manage your work, you'll want to make sure that customer-creation task are automatically created in ActiveCollab. That way, you can easily keep track of who owes you what and when they're supposed to pay!

When you make a Square in Square, be sure to create a task in ActiveCollab! This will ensure that your team is aware of the Square and can update the books as needed.

Creating a task also allows you to track the progress of the Square and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!

If you have created a company in ActiveCollab, it's important to create a customer in Square. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.