A charity client wishes to use Go Cardless to either a)collect regular d/d monthly or b) invoice payee then collect d/d. What info/data is put onto QBO for a) and b)?

Hi peter26

 

We have enclosed a link that provides you with the relevant information.

 

https://quickbooks.intuit.com/learn-support/en-uk/apps/set-up-customer-with-direct-debit-go-cardless...

I clicked the link, just takes me to a age with other links, clicked those, to other links ie I cannot see any articles to read, assume I am missing something, please advise

Hello Peter26

 

Going back to your original post then for both options they would need to turn on the option for Go Cardless in QB(if they do not have already they will have to create a Go Cardless account)Then go to customers>action>send mandate>which you can download and send to customer>when they send back the mandate the payment option will change to active and you can create invoices and use Go  Cardless as the payment option

 

There will be a section in the cog>lists>direct debit mandates>and they will show when active or you will see as you have the option in an invoice

 

If your client wants to collect regular dd monthly using direct,it would be a case of setting up a recurring transaction in the QB in the cog in the top right>recurring transactions>new>invoice>ok>fill in the invoice >in payment options select Go Cardless.>once filled in template save and close.This will then create an invoice every month automatically and request payment through Go Cardless.

 

If you want to invoice the client and then they pay direct debit once invoiced you can create invoice as a singular transaction and select the payment option Go Cardless  the direct debit process is initiated on the due date on the invoice and on that day the customer gets an email advising them of the charge

 

I have included a link to an overview of Go Cardless here

 

Feel free if you have any more questions to reply back here. The 2 options you mentioned boil down to one is a recurring invoice set up which will run monthly and the other you would have to set up as and when  you want to invoice customer put would only start dd process on due date.

 

Thanks

 

Emma

Hi Emma, What I am trying to discover is what detailed data is delivered from GC into QB. The client is a small charity about to start receiving monthly d/d from about 200 members, and they will start to claim tax relief via gift aid. Each member has a unique reference on the d/d mandate. I need to know what data is delivered into qbo via the two methods, recurring payment and invoiced customer, to enable us to post to the correct nominal and project, and if the unique members ref is available to help produce gift aid reports via excel/report export. Can you help? I did try with GC but they said to deal with you for what is in qbo Kind regards Peter

Thanks for getting back to us and providing additional information, @peter26.

Once GoCardless is set up, you only have to create invoices in QBO. When the payout is made, enter a deposit in QuickBooks to record all the receive payments into the paid out account. The transaction contains line items, showing any applicable fees with an expense account that you selected in Settings. 

The process is automatic, so for the payment to post on a project, make sure to select it when creating an invoice. You also have to enter the reference number on the Memo field of the transaction to track on your reports. 

For reference, check out this article: GoCardless Welcome Guide.

Since the Community has only limited access to this app and its integration with QuickBooks Online, I recommend reaching out to our phone support.  They can provide in-depth information and screenshots of the transactions imported for visual reference.

 

1. Click on Help and choose Contact us.
2. Enter a short detail about this and click Let's talk.
3. Choose from Chat or Get a callback.

You may also visit the GoCardless Support Center for articles and guides in navigating the program. 

Let me know how the call goes and if you need anything else. I’m always here to help. Have a good one!