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U
usermckenna
February 5, 2021
Question

How do I make shipping labels after transaction with gopayment ?

  • February 5, 2021
  • 1 reply
  • 0 views
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1 reply

JoesemM
JoesemM
February 5, 2021

 

Hello, @usermckenna.

 

Currently, the option to make shipping labels after the transaction with Gopayment is not available. As a workaround, you can pull up the Customer Contact List report. This will show your customers' contact details such as, shipping address, phone numbers, billing address, etc.

 

Here's how:

 

  1. On the left panel, click Reports.
  2. Scroll down to the Sales and Customers section, then click Customer Contact List.
  3. Pick Customize. 
  4. Click Rows/Columns, Filter, Head/Footer, and customize it as necessary.
  5. Hit Run report.

 

Here is more information about how to run reports in QuickBooks Online. In addition, the following article provides more details about how to customize reports in QuickBooks Online.

 

To save the current customization configuration of the above-mentioned reports, you can memorize them. In this way, you can access it at any time for future use. See this article for more details: Memorize reports in QuickBooks Online.

 

Keep me posted if you need anything else. Have a nice day.

U
usermckennaAuthor
February 5, 2021

Gotcha. 

 

So in the middle of taking a transaction in the GOPAYMENT app, there is not the option to add the customer's info (address, phone, etc.), so how do I do that? 

MaryLandT
MaryLandT
February 5, 2021

I'm here to help you add a customer, usermckenna.

 

The GoPayment app let's you take payment wherever you want. However, you need to enter the customer information through QuickBooks Online.

 

Let me show you how:

  1. Sign in to your QuickBooks Online company.
  2. Go to the Sales menu.
  3. Select the Customers tab
  4. Select New Customer.
  5. Enter your customer’s info.
  6. Click Save.

Once done, log out to your GoPayment app and sign back in to see the newly added customer. Then, you can start accepting payments from customers.

 

After you process payments, QuickBooks puts the money in your bank account. It uses the bank account you picked when you signed up for QuickBooks Payments.

 

The time it takes to get the money into your bank account depends on your product and payments plan. Learn more about deposit times for QuickBooks Payments.

 

Let me know if there's anything else I can help with your GoPayment app. Just leave a comment below, and I'll get back to you.

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