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tom@getgraine.co
Level 1

Why is GoCardless App not showing as a payment type?

 
1 Comment 1
Heide DC
QuickBooks Team

Why is GoCardless App not showing as a payment type?

I'll share the information about GoCardless not showing as a payment type in QuickBooks Online (QBO), Tom.

 

Firstly, can I ask if you want to make the Gocardless app as a payment type? If so, please know that it isn't possible because GoCardless is an application.

 

On the other hand, if you're trying to set up GoCardless as a payment method, please follow the steps below:

 

  1. In your QuickBooks company, go to Apps.
  2. Select My Apps.
  3. Click the dropdown arrow next to GoCardless for QuickBooks.
  4. Choose Settings.
  5. A new window will open. Click Change.
  6. Review or select the following:
  • Payment method for GoCardless payments: Select the payment method appearing on the Receive Payment transaction when a direct debit is initiated.
  • Expense category for fees charged by GoCardless: Choose the account to associate with GoCardless Fees when a deposit transaction includes fees as a line item.
  • Bank Account where GoCardless deposits money: Select the bank account in QuickBooks to use when GoCardless makes payments.
  • Classification for GoCardless payments made outside QuickBooks: Choose an account.

7.Click Next to save any changes.

 

You can also refer to this article to learn an alternative way of setting up GoCardless as a payment method: https://www.youtube.com/watch?v=Ol3bBCZekCM.

 

Additionally, you can visit this article to learn how to accept online payments with QuickBooks Payments for online and in-person sales.: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

You can click the Reply button if you have other concerns about managing third-party apps in QBO. We're always here to lend a hand.

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