Integration Database
Connecting Pilot and...


Please grant Pilot access to Square by following the instructions below.

  • Log in to your account
  • Go to Team on the left panel of your online Square Dashboard
  • Click Create Team Member.
  • Enter Pilot's information:
  • First Name: Pilot
  • Last Name: Bookkeeper
  • Email:
  • Click Save.
  • Click Complete setup on the right panel.
  • Assign job title: Bookkeeper
  • Enter wages: None
  • Click Save.
  • From Pilot's newly created profile, click Set up permissions.
  • Use the "Permission Set" dropdown menu to select Create new permission set.
  • Enter a Permission set name: Pilot Bookkeeper
  • Toggle on Full access.
  • Click Continue.
  • Choose Dashboard as the access point where Pilot can access Square apps, and click Save.

Who are you and why should I trust you?

Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.

Still have a question?

Feel free to send us an email or get in touch with us here.

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.

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