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BrittanySwider
May 11, 2021
Question

Help integrating QB GoPayments app transactions with Quickbooks Online!

  • May 11, 2021
  • 1 reply
  • 0 views

I need help!

I am relatively new to QB and, while I've learned a lot and have successfully been able to use the GoPayments app for my transactions and the QB Self-employed app, I cant figure out how to integrate my incoming GoPayments transactions with QB Online to keep my income/transaction records straight. I signed up for the 12.99 subscription for QB online, but the account seems to completely separate from my QB GoPayments account, even though I used  my login info to sign up for QB Online. It is not showing any of my Go Payment transactions  (only way to view those is via QB payments online and that is a very limited system/set up and I cant see cash transaction there, even though they are al recorded on my GoPayments App)

I have no idea why there are so many versions on QB and I don't know which one I need to keep my company's books!

Can someone help me please?

 

Thanks in advance,

Brittany

1 reply

M
MirriamM
May 11, 2021

Welcome to the Community forum, @BrittanySwider.

 

I appreciate you providing detailed information about your concern. I'm here to lend a hand. 

 

QuickBooks GoPayment is a different app that allows you to take payments on the go. You can integrate it with QuickBooks Online (QBO) to sync your transactions. 

 

Let me show you how:

  1. Go to the Gear icon at the top. 
  2. Select Account and Settings. 
  3. In the left menu, click Payments.
  4. Choose Connect in the Existing account section.
  5. Quickbooks will search for any Merchant accounts associated with your user id.
  6. Confirm that the correct Merchant account is listed.
  7. Click Link account. 

Then, to import your GoPayment transaction to QBO, follow the below steps:

  1. Sign in to the GoPayment blue experience.
  2. Click the Hamburger icon.
  3. Choose Transactions.
  4. Select the transactions you’d like to export.
  5. Click the Export icon.
  6. Click Import to QuickBooks.
  7. Choose to Import as a Sales Receipt or Import as Receive Payment.
  8. Click OK.

For more details about this process, see these articles:

Moreover, to help give you a better idea about using GoPayments, visit the below links:

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand. Have a great day.

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BrittanySwiderAuthor
May 12, 2021

Hi Mirriam! 

Thank you for the quick reply!

What is the starting point for these instructions? These instruction can’t be followed using the GoPayment app so I wasn’t sure what site I should be on to “go to the gear icon at the top”... etc. 

 

Also, I have the “blue” GoPayment app (which I guess is what they call the blue experience, but there is no option to “export” when I select ‘transactions’ from the hamburger icon in the GoPayment app. 
is there another site/location I should be using to do that?

 

Thank you!

Brittany 

 

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