Learn how to accept payments on the go.
If you have QuickBooks Payments, customers can pay their invoices by credit card or ACH bank transfer.
When you're on the go, use the GoPayment app to take cash, check, and credit card payments wherever and whenever you need to. Think of it as a mobile point of sale app. You can use a Bluetooth card reader to swipe credit cards or EMV chipped cards. You can also accept Apple Pay, Google Pay, and Samsung Pay. And if you don't have a card reader, you can still manually enter transactions.
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Step 1: Sign up or connect an existing QuickBooks Payments account
If you haven't already, sign up for QuickBooks Payments.
Or if you already have a QuickBooks Payments account, follow these steps to connect your existing account to QuickBooks Online.
Step 2: Order and connect a card reader
Follow these steps to order a card reader for QuickBooks GoPayment.
Once your card reader arrives in the mail, here's how to set it up.
Step 3: Process payments on the go
Now you're ready to get paid. Follow the steps based on the type of sale and the GoPayment app you have.
Learn which GoPayment app you have
If your app has a green background, you have the green GoPayment app.
If your app has a blue background, you have the blue GoPayment app.
Note: You can pay for open invoices or take payments in advance with the green GoPayment app. However, you can't if you have the blue GoPayment app.
If you have the green GoPayment app
Make a new sale
If you're taking payment on the spot, create a sales receipt.
Note: If you already sent them an invoice, follow the steps in the next section:
- Open the GoPayment app.
- Tap the Plus (+) and select New sale.
- Enter the total sale amount. Or select the Items tab to add individual products and services from your inventory.
- Select Review order.
- Select the Charge $ button.
- Select the payment method: Card reader, Key in card, Cash, or Check.
If you select Card reader, follow the steps based on the card type:
- Credit cards with EMV chips: Put the card in the slot with the chip facing downward. The magnetic strip should face the customer. Then tap Charge.
- Credit cards you swipe: Slide the card across the slot on the back of the reader. The magnetic strip should face the customer. Then tap Charge.
- Apple Pay, Google Pay, and Samsung Pay: If you have the All-in-one Bluetooth Card Reader, you can process mobile payments. Ask customers to tap their device to the front of the reader. Then tap Charge.
- If you don't have a card reader, select Key in card and enter the info manually. Then tap Charge.
- When you're finished with the form, select Tender Done.
- After the transaction finishes, select Send to email or text the receipt.
Take payment for an existing invoice
If you already sent a customer an invoice in QuickBooks Online, they can pay for it online from the email you sent them. This is the easiest way to get paid.
You can also process payments for open invoices in person. The GoPayment app automatically syncs the payment with the invoice in QuickBooks Online.
- Open the GoPayment app.
- Tap the Plus (+) and select Invoice payment.
- Find the customer, or use the search field.
- Select the existing invoice the customer is paying for.
- Tap Charge and select a payment method.
If you select
Card reader, follow the steps based on the card type:
- Credit cards with EMV chips: Put the card in the slot with the chip facing downward. The magnetic strip should face the customer. Then tap Charge.
- Credit cards you swipe: Slide the card across the slot on the back of the reader. The magnetic strip should face the customer. Then tap Charge.
- Apple Pay, Google Pay, and Samsung Pay: If you have the All-in-one Bluetooth Card Reader, you can process mobile payments. Ask customers to tap their device to the front of the reader. Then tap Charge.
- If you don't have a card reader, select Key in card and enter the info manually. Then tap Charge.
Take payment in advance
You can accept customer payment before you create an invoice with the GoPayment app. QuickBooks Online saves the payment as a credit.
- Open the GoPayment app.
- Select the Plus (+) and select Customer payment.
- Select the customer or select Plus (+) to add their info.
- Select Add charge amount and enter the amount.
- Select the Charge $ button.
- Select the payment method: Card reader, Key in card, Cash, or Check.
If you select Card reader, follow the steps based on the card type:
- Credit cards with EMV chips: Put the card in the slot with the chip facing downward. The magnetic strip should face the customer. Then tap Charge.
- Credit cards you swipe: Slide the card across the slot on the back of the reader. The magnetic strip should face the customer. Then tap Charge.
- Apple Pay, Google Pay, and Samsung Pay: If you have the All-in-one Bluetooth Card Reader, you can process mobile payments. Ask customers to tap their device to the front of the reader. Then tap Charge.
- If you don't have a card reader, select Key in card and enter the info manually. Then tap Charge.
- When you're finished with the form, select Tender Done.
- After the transaction finishes, select Send to email or text the receipt.
The next time you create an invoice for the customer, apply their credit to pay for the invoice.
If you have the blue GoPayment app
Note: If you linked your QuickBooks Payments account with QuickBooks Online, this experience isn’t ideal. You can switch to the new experience within the GoPayment app once you sign in as the primary admin.
Here's how to take a customer payment in person:
- Open the GoPayment app.
- Select Amount and enter the total sale amount. Or select the Items tab to add products and services from your inventory.
- Select the Taxable option to charge sales tax.
- Select View details if you need to add a memo or discount.
- Select the Arrow icon > next to the amount to start the sale.
- Swipe the customer's credit card. Or select Other payment options, then select either Key in card, Cash, or Check.
If you select Card reader, follow the steps based on the card type:
- Credit cards with EMV chips: Put the card in the slot with the chip facing downward. The magnetic strip should face the customer. Then tap Charge.
- Credit cards you swipe: Slide the card across the slot on the back of the reader. The magnetic strip should face the customer. Then tap Charge.
- Apple Pay, Google Pay, and Samsung Pay: If you have the All-in-one Bluetooth Card Reader, you can process mobile payments. Ask customers to tap their device to the front of the reader. Then tap Charge.
- If you don't have a card reader, select Key in card and enter the info manually. Then tap Charge.
- After the transaction finishes, select Send to email or text the receipt.
Step 4: Learn about deposit times for customer payments
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.Note: If you're new to payments, your first payments may take a bit longer while we set up your accounts. Going forward, customer payments process much faster.
