Help integrating QB GoPayments app transactions with Quickbooks Online!

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:

1. Go to the Gear icon at the top. 
2. Select Account and Settings. 
3. In the left menu, click Payments.
4. Choose Connect in the Existing account section.
5. Quickbooks will search for any Merchant accounts associated with your user id.
6. Confirm that the correct Merchant account is listed.
7. Click Link account. 

Then, to import your GoPayment transaction to QBO, follow the below steps:

1. Sign in to the GoPayment blue experience.
2. Click the Hamburger icon.
3. Choose Transactions.
4. Select the transactions you’d like to export.
5. Click the Export icon.
6. Click Import to QuickBooks.
7. Choose to Import as a Sales Receipt or Import as Receive Payment.
8. Click OK.

For more details about this process, see these articles:

• Connect your GoPayment account to QuickBooks Online
• Import GoPayment transactions to QuickBooks Online

Moreover, to help give you a better idea about using GoPayments, visit the below links:

• Use GoPayment in the QuickBooks Online app
• Process a credit card payment in QuickBooks Online

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:

1. Click the Help (?) icon.
   
2. Choose Contact Us.
   
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
4. Select Start messaging or Get a call.
   

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

1. Refund any open transactions before you connect your accounts. You won't be able to refund transactions created before the date you connect your payments account.
2. If you have recurring payments in Merchant Services, you need to delete them. Sign in to Merchant Services and disable any recurring payments before you start.

Step 2: Connect your Payments account to QBO.

1. Sign in into QuickBooks Online as an admin.
2. Go to Settings, then click Account and settings.
3. Select Payments.
4. In the Existing account section, select Connect or Link Merchant Service.
5. Select the QuickBooks Payment account you want to connect to. Then hit Connect.
6. Review the account info and make sure it's accurate. If everything looks good, select Connect.
7. When the connection is done, sign out and sign back into QuickBooks Online. 

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:

1. Open the GoPayment app.
2. Select Amount and enter the total sale, or click the Items tab to add products and services from your inventory.
3. Tick the Taxable option to charge sales tax.
4. Tap View details if you need to add a memo or discount.
5. Select the Arrow icon > next to the amount to start the sale.
6. Swipe the customer's credit card or choose Other payment options, then pick Key in card, Cash, or Check.
7. If you select a Card reader, kindly note that each type has different steps. Otherwise, press the Key in card and enter the info manually. Then tap Charge.
8. Hit Send to email or text the receipt.

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:

1. In QuickBooks Online, click Help (?).
2. Choose or enter Contact Us.
3. Key in your concern and pick Let's talk.
4. Choose Start a chat to connect with an expert.

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.