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I need help!
I am relatively new to QB and, while I've learned a lot and have successfully been able to use the GoPayments app for my transactions and the QB Self-employed app, I cant figure out how to integrate my incoming GoPayments transactions with QB Online to keep my income/transaction records straight. I signed up for the 12.99 subscription for QB online, but the account seems to completely separate from my QB GoPayments account, even though I used my login info to sign up for QB Online. It is not showing any of my Go Payment transactions (only way to view those is via QB payments online and that is a very limited system/set up and I cant see cash transaction there, even though they are al recorded on my GoPayments App)
I have no idea why there are so many versions on QB and I don't know which one I need to keep my company's books!
Can someone help me please?
Thanks in advance,
Brittany
Welcome to the Community forum, @BrittanySwider.
I appreciate you providing detailed information about your concern. I'm here to lend a hand.
QuickBooks GoPayment is a different app that allows you to take payments on the go. You can integrate it with QuickBooks Online (QBO) to sync your transactions.
Let me show you how:
Then, to import your GoPayment transaction to QBO, follow the below steps:
For more details about this process, see these articles:
Moreover, to help give you a better idea about using GoPayments, visit the below links:
If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand. Have a great day.
Hi Mirriam!
Thank you for the quick reply!
What is the starting point for these instructions? These instruction can’t be followed using the GoPayment app so I wasn’t sure what site I should be on to “go to the gear icon at the top”... etc.
Also, I have the “blue” GoPayment app (which I guess is what they call the blue experience, but there is no option to “export” when I select ‘transactions’ from the hamburger icon in the GoPayment app.
is there another site/location I should be using to do that?
Thank you!
Brittany
Hi Mirriam!
Thank you for the quick reply!
What is the starting point for these instructions? These instruction can’t be followed using the GoPayment app so I wasn’t sure what site I should be on to “go to the gear icon at the top”... etc.
Also, I have the “blue” GoPayment app (which I guess is what they call the blue experience, but there is no option to “export” when I select ‘transactions’ from the hamburger icon in the GoPayment app.
is there another site/location I should be using to do that?
Thank you!
Brittany
Thanks for following up with the Community, BrittanySwider.
The first set of steps in MirriamM's post are for QuickBooks Online (QBO). After completing that process, your QuickBooks Payments (GoPayment) account will be connected to QBO.
I've included an image showing where you'll be able to find the Gear (⚙️) icon:
Depending on your type of account, you might not be able to link it from QBO. If this occurs, you'll need to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and assist you with linking it to your books.
They can be reached while you're signed in.
Here's how:
Be sure to review their support hours so you'll know when agents are available.
In the event you see a subsection titled Merchant details when trying to link your GoPayment account to QBO, this means they're already successfully linked. Our Customer Care team can also help with linking to a different account if one's already connected.
As for exporting transactions from GoPayment, once you tap your Hamburger (☰) icon and go to Transactions, you'll have to select a transaction to see its Export icon. Once you choose to export a record, it can be imported into QBO.
If there's any other questions, I'm just a post away. Have a lovely Wednesday!
Some of the links are broken. In QBO when I go to Account and Settngs/Payments there is no existing account section to connect to. On the GoPayment app (green) there is no hamburger icon. So I am getting payments from our Intuit card reader, but I can't get any customer info or anything else so I can reconcile sales/receipts/inventory. Please advise how I can get a sales made from the card reader into QBO with the sales details.
Hi there, treksandbites.
To get the sales from the card reader into QuickBooks Online (QBO), we need to sync your QuickBooks Payment account. Here's how:
Step 1: Get ready to connect
Step 2: Connect your Payments account to QBO.
For Steps 3 and 4, please click this link.
If you don't have the option to connect your QuickBooks Payments to QBO, you can reach out to our Payments Support.
Moreover, I'll drop this article to help you enter transactions directly to an account register: Manually add transactions to account registers in QuickBooks Online.
Hit the reply button in the thread if you have additional questions about syncing your QuickBooks Payments to QBO, and I'll get back to assist you. Take care!
Yeah I have a similar issue although I'm using the "blue" gopayments app. There's no "existing account" option in the payments area (I have the merchant account already linked)
Frustrating when it's the weekend and you can't get support to fix the issue. That's why so many people are going to Square.
Thanks for bringing our attention to this thread, @10steps1. Let me provide additional details about the differences between the green and blue Gopayments app.
The blue Gopayments app is a stand-alone payment account. This may be why some options are unavailable on your end.
If you linked your QuickBooks Payments account with QuickBooks Online, the experience may not be ideal. However, you can switch to the new experience within the GoPayment app once you sign in as the primary admin.
Once done, follow the steps below to take a customer payment in person:
Furthermore, please know that our operating hours are from 6 AM to 6 PM PT on Monday to Friday. You can also call our Payments Support directly by dialing the contact number from the article.
Here's an article for more info: Process payments in the GoPayment app.
I'm adding this guide for future reference: Find out when QuickBooks Payments deposits customer payments.
Do not hesitate to leave a comment below if you have further questions on QuickBooks. I'll be glad to help you. Take good care of yourself!
when you say "you can switch to the new experience within the GoPayment app once you sign in as the primary admin." - I am already signed in as the only person that is a user on my QBO account so I'm not sure what you mean by this.
Hello there, 10steps.
Let me add clarifications and route you to the appropriate support for your GoPayment app concern.
As my colleague mentioned, some options might be unavailable in the blue GoPayment app as it's a stand-alone payment account. Therefore, you can sign in as a primary admin in the GoPayment app and switch to the new experience.
In the GoPayment app, you can invite users and manage their roles and permissions. Since you're the only user setting up your account, you're already the primary admin.
Moreover, I recommend contacting our payment support team if you've already signed in as a primary admin, linked your merchant account, and still encounter the same error. They have all the necessary tools to investigate your situation and provide the most appropriate resolution.
Here's how to contact us through QuickBooks Online:
You can also scroll down to GoPayment (Mobile App) with QuickBooks Online to locate their contact details if you need further guidance in this article: Contact Payments Support.
On the other hand, you might want to scan this material to learn more about QuickBooks Payments card readers and the programs or apps that work best: QuickBooks Payments card reader features and compatibility.
Inform us on this thread if you have additional questions about processing payments with the GoPayment app or other related concerns in QuickBooks Online. We'll be around to help.
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