Is it possible to enable my Sales Managers to use the QuickBooks Mobile App and GoPayment?

You'll need to add your user to the GoPayment app, scooters. I'll be pleased to walk you through the detailed process.

To let your user take and process payments, you can add them as a user with the Take payments only role in the GoPayment app. Every time they take payments, it will sync in real-time with your QuickBooks account.

Here's how to add users, depending on the GoPayment app you have:

For the Green GoPayment app:

1. Click More ☰ from the main screen.
2. Choose User management and hit Plus (+).
3. Provide the user's name and email, then pick Take payments only for the user role.
4. Select Invite.

For the Blue GoPayment app:

1. Select Menu ☰ from the main screen, then Settings.
2. In the Manage Users section, click Manage Users.
3. Choose Invite user if you're inviting a user for the first time. Otherwise, pick Plus (+).
4. Key in the user's name and email, then select Take payments only for the user role.
5. Hit Invite.

Moreover, the duration of your fund transfer varies depending on the payment method and product being utilized. To gain more insight into this matter, scan this article: Find out when QuickBooks Payments deposits customer payments.

We're always a click away if you have questions about different user roles and permissions in the QuickBooks Payments. Kindly utilize the Reply button below to add any queries you have.

Kimberly, 

Thank you for your reply. Attempting to add users this way results in a message that they have already been invited and have an account, and that they simply need to login to GoPayment. Unfortunately, when they attempt to login they receive an error, and checking their permissions in QuickBooks online shows that they don't have GoPayment access.

Additionally, I did not see the Take Payment Only role you mentioned, but I did see a similar role called Associate.

Thanks for getting back to us and providing an update, scooters. I want to make sure you're able to add users for payment processing.

It appears you've tried to add a user but received a message indicating they’ve been invited and have an account, yet they are still facing an error when trying to log in. That said, I recommend contacting our Merchant Services Support Team. They have the tools necessary to investigate why access is unavailable. You can reach out to them on the phone number posted in this article: Contact Payments Support.

Once the user you added has an access, you can share this article to them to know more how to accept payments: Process payments in the GoPayment app.

Should you require further assistance with QuickBooks, feel free to reach out. We're here for you. Take care, and I wish you continued success, scooters.

I wish support personnel would actually read the question entirely. The original response was to add the employee with GoPayments access only, as if they didn't already have access to QBOnline. You can't give someone multiple roles in QB's.