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joypeltsews
January 9, 2019
Question

Will taking credit cards through QB Go Payment sync with your QB online?

  • January 9, 2019
  • 1 reply
  • 0 views
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1 reply

MorganB
MorganB
January 9, 2019

Hey there, joypeltsews.

 

Thank you for coming to the Community for support. I'd be glad to provide some info on the GoPayment sync with QuickBooks Online.

 

There are just a few steps to assign invoices to payments using GoPayment. Here's how:

 

1. In QuickBooks Online, click the Gear icon in the top right corner.

2. Select Import GoPayment.

3. Choose the payment you want to record from the list of available transactions.

4. Select either Receive Payment or Sales Receipt transaction.

5. Choose the customer you'd like to receive the payment from.

6. Click Save & Continue or Save & Done.

 

* It's important to note that, the Receive Payment transaction will be saved as unapplied to a customer. You’ll then need to apply the payment(s) to the corresponding invoice to mark that invoice as paid.

 

I've got an article for you that explains additional details about recording GoPayment transactions. You can take a look at it here: https://quickbooks.intuit.com/community/Apps/Record-GoPayment-transactions/m-p/185883.

 

Keep up the great work. I'll be here if you happen to have questions about this process or anything else. Take care.

B
BelugaB
February 15, 2021

I'm trying to add another user on my GoPayment...I don't want them to be able to access my QB Online, just want them to able to make a sale using the GoPayments App...I follow the prompts, it sends an invite, they click on the link and NOTHING HAPPENS on their screen...since I have QBPOS & Online, I'd like to use your swiper, but it looks like I'm going to have to use PayPal if I can't onboard a user without giving them access to everything

C
ChristieAnn 11
February 15, 2021

Hi there, BelugaB.

 

Welcome and thank you for posting here in QuickBooks Community. I'll share steps on how to add another user to Go Payment to ensure they're only able to access the Go Payments App and not to QuickBooks Online.

 

It could be the invitation email to the user was accessed using a mobile device. That's the reason clicking on the link and nothing happens on their screen. That said, when inviting a user to access Go Payments, you'll need to suggest to the invited one to access or open the link on a computer using a browser. This is also to make sure that using PayPal to work with swiper is not necessary. Then, please follow the steps below on how to properly add a user based on your version of GoPayment.

 

If you have the Green GoPayment app:

 

  1. On the main screen, select More ☰ . Then, User management.
  2. Choose the Plus (+) to invite a user.
  3. Enter the user’s name and email.
  4. Select Take payments only or Take payments only restricted for the user role.
  5. Hit Invite to add the user.

 

If you have the Blue GoPayment app:

 

  1. From the main screen, select Menu ☰ and choose Settings.
  2. Go to the Manage Users section. Then, select Manage Users.
  3. Choose Invite user if you're inviting a user for the first time. Tap the Plus (+) to add additional users.
  4. Enter the user’s name and email.
  5. Select a mobile payments role for the user. 
  6. Hit Invite to add the user.

 

Once done, an invite is emailed to the user. All they have to do is select the link in the email. For additional details, you can click this article: Add users to QuickBooks Payments.

 

Please refer to this article to see steps on how you can add or delete user profiles in your QuickBooks Online account: Add and manage users in QuickBooks Online.

 

Get back here in the Community if you have more questions about managing your transactions or anything else related to QuickBooks. I'll be here to help. Take care and stay safe always.

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