Review or update GoCardless settings in QuickBooks

After you connect the GoCardless app to QuickBooks Online, review your settings to make sure payments and deposits are recorded correctly.

When customers pay you via direct debit, the app automatically creates the related transactions in QuickBooks—both the customer payment and the bank deposit (including any GoCardless fees). The settings below control how those entries are posted.

Review or change your GoCardless settings

To review or update your GoCardless settings:

1. Follow this link to complete the steps in product.
2. Search for GoCardless for QuickBooks. 
3. Select Settings. A new window will open. 
4. Select Change.
5. Review and set each option:
   • Payment method for GoCardless payments: Choose the payment method label that will appear on the Receive payment transaction created when a direct debit is initiated.
   • Expense category for fees charged by GoCardless: Choose the account to record GoCardless fees when a deposit is created with fees as a line item.
   • Bank account where GoCardless deposits money: Choose the bank account (in your Chart of Accounts) to use for deposits created when GoCardless pays out to you. Only Bank-type accounts are shown. If you don’t see the right account, add it first in your Chart of Accounts, then return here.
   • Classification for GoCardless payments made outside QuickBooks: Choose the account to categorise GoCardless payments that were collected outside QuickBooks.
6. Select Next to save any changes.

What's next?

For more help articles, see GoCardless with QuickBooks Online. Have a question about GoCardless? Get answers to frequently asked questions.