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joypeltsews
Level 1

Will taking credit cards through QB Go Payment sync with your QB online?

 
5 Comments 5
MorganB
Content Leader

Will taking credit cards through QB Go Payment sync with your QB online?

Hey there, joypeltsews.

 

Thank you for coming to the Community for support. I'd be glad to provide some info on the GoPayment sync with QuickBooks Online.

 

There are just a few steps to assign invoices to payments using GoPayment. Here's how:

 

1. In QuickBooks Online, click the Gear icon in the top right corner.

2. Select Import GoPayment.

3. Choose the payment you want to record from the list of available transactions.

4. Select either Receive Payment or Sales Receipt transaction.

5. Choose the customer you'd like to receive the payment from.

6. Click Save & Continue or Save & Done.

 

* It's important to note that, the Receive Payment transaction will be saved as unapplied to a customer. You’ll then need to apply the payment(s) to the corresponding invoice to mark that invoice as paid.

 

I've got an article for you that explains additional details about recording GoPayment transactions. You can take a look at it here: https://quickbooks.intuit.com/community/Apps/Record-GoPayment-transactions/m-p/185883.

 

Keep up the great work. I'll be here if you happen to have questions about this process or anything else. Take care.

BelugaB
Level 1

Will taking credit cards through QB Go Payment sync with your QB online?

I'm trying to add another user on my GoPayment...I don't want them to be able to access my QB Online, just want them to able to make a sale using the GoPayments App...I follow the prompts, it sends an invite, they click on the link and NOTHING HAPPENS on their screen...since I have QBPOS & Online, I'd like to use your swiper, but it looks like I'm going to have to use PayPal if I can't onboard a user without giving them access to everything

ChristieAnn
QuickBooks Team

Will taking credit cards through QB Go Payment sync with your QB online?

Hi there, BelugaB.

 

Welcome and thank you for posting here in QuickBooks Community. I'll share steps on how to add another user to Go Payment to ensure they're only able to access the Go Payments App and not to QuickBooks Online.

 

It could be the invitation email to the user was accessed using a mobile device. That's the reason clicking on the link and nothing happens on their screen. That said, when inviting a user to access Go Payments, you'll need to suggest to the invited one to access or open the link on a computer using a browser. This is also to make sure that using PayPal to work with swiper is not necessary. Then, please follow the steps below on how to properly add a user based on your version of GoPayment.

 

If you have the Green GoPayment app:

 

  1. On the main screen, select More ☰ . Then, User management.
  2. Choose the Plus (+) to invite a user.
  3. Enter the user’s name and email.
  4. Select Take payments only or Take payments only restricted for the user role.
  5. Hit Invite to add the user.

 

If you have the Blue GoPayment app:

 

  1. From the main screen, select Menu ☰ and choose Settings.
  2. Go to the Manage Users section. Then, select Manage Users.
  3. Choose Invite user if you're inviting a user for the first time. Tap the Plus (+) to add additional users.
  4. Enter the user’s name and email.
  5. Select a mobile payments role for the user. 
  6. Hit Invite to add the user.

 

Once done, an invite is emailed to the user. All they have to do is select the link in the email. For additional details, you can click this article: Add users to QuickBooks Payments.

 

Please refer to this article to see steps on how you can add or delete user profiles in your QuickBooks Online account: Add and manage users in QuickBooks Online.

 

Get back here in the Community if you have more questions about managing your transactions or anything else related to QuickBooks. I'll be here to help. Take care and stay safe always.

faheyrose
Level 1

Will taking credit cards through QB Go Payment sync with your QB online?

When I click on the gear icon and click "Import Go Payment" it takes me to a screen that says this.  I am so frustrated!  How do I access all the sales we made this weekend on the app??  Even when I click to return to my original page, this error code is on the page every time I try to import the go pay transactions.

Access Denied

You do not have sufficient privileges for this resource or its parent to perform this action.

Click your browser's Back button to continue.

Maybelle_S
QuickBooks Team

Will taking credit cards through QB Go Payment sync with your QB online?

I want to ensure this is taken care of, @faheyrose.

 

When a browser stored a lot of caches, it could cause problems like pulling up the data to your account or latency issues. We'll perform some basic troubleshooting to fix it. Let's start with logging into your account through a private browser. It's the best spot to isolate web issues.

 

• Google Chrome: press Ctrl + Shift + N 

• Mozilla Firefox: press Ctrl + Shift + P

• Safari: press Command + Shift + N

 

If this works using the private window, go back to your regular browser and clear its cache to refresh the program. We advise our users to delete them now and then to prevent and fix issues like this.

 

Moreover, you can use a different browser to narrow down the issue.

 

I've also added this link about recording Go Payment transactions in QuickBooks Online: Record GoPayment transactions.

 

Please know that you can always get back to us if you have other questions. I'm always here to help.

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