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Mar 27, 2021 9:56 AM UTC
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I am unable to integrate a handful of Gocardless mandate IDs into QuickBooks and therefore can't collect payments automatically. 10% of GC can't be moved. Any idea?

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RenjolynC
RenjolynCAnswer
Mar 27, 2021 11:38 AM UTC

Good day, Sarfz.

 

I'm here to share some steps to help you be able to collect payments. Let's make sure to set up the GoCardless app and configure the settings by following the steps in this article: GoCardless Welcome Guide.

 

Once you have completed the setup, you'll then be able to import mandates by following the steps below:

 

  1. Go to the Gear > Lists > All Lists.
  2. Click Import mandates.
  3. Use the drop-downs to match the mandates with the customers, if needed.
  4. Change or type in the email of the customer as it appears in QuickBooks, if you need to.
  5. Hit Import.

Here are some article that you can read for reference:

 

Please let me know if you're able to integrate the GoCardless app. I'll be right here to help you out again. Stay safe!

1 reply

RenjolynC
RenjolynCAnswer
Mar 27, 2021 11:38 AM UTC

Good day, Sarfz.

 

I'm here to share some steps to help you be able to collect payments. Let's make sure to set up the GoCardless app and configure the settings by following the steps in this article: GoCardless Welcome Guide.

 

Once you have completed the setup, you'll then be able to import mandates by following the steps below:

 

  1. Go to the Gear > Lists > All Lists.
  2. Click Import mandates.
  3. Use the drop-downs to match the mandates with the customers, if needed.
  4. Change or type in the email of the customer as it appears in QuickBooks, if you need to.
  5. Hit Import.

Here are some article that you can read for reference:

 

Please let me know if you're able to integrate the GoCardless app. I'll be right here to help you out again. Stay safe!