gopayment

I want to make sure you're able to apply your invoice payments correctly, @comet52,

You will need to have a QuickBooks Payments account to enable users to process ACH and credit card payments online. You can see the updated pricing and features here: Get started with QuickBooks Payments.

Once done, you may download the GoPayment app on a mobile device, so they can use it to process payments from customers. To get an overview on how it works and learn how to use the app, see the following articles:

• Connect QuickBooks GoPayment with QuickBooks Online
• Process payments in the GoPayment app

• Free Mobile Credit Card Reader | QuickBooks GoPayment

You can also contact our Payments Support to get more information about this app and how it works with QBO. Click this link to get in touch with our QuickBooks Payments Support Team.

Let me know if there's anything else you want to know about GoPayments. Connect with me again anytime using the comment section or by mentioning my name on your posts. Have a wonderful week!

hi Comet, if you already have QuickBooks Payments and QBO, then using GoPayment is a good solution. It's a free app, made by Intuit, there are versions for iOS and Android phones / tablets.  There is no subscription fee for the app.  If you log in with your QBO login, the app connects to your QBO account.

If you are only making a few sales, you can use just the GoPayment app to enter customers' card info manually.  The transaction fee is higher than if you took the card electronically.  You'll probably want to enter these as New Sales on GoPayment (unless you want to track and edit a lot of customer info on these, in which case you'd want to create a Quick Invoice).

The transaction on GoPayment will automatically be created in your QBO account -New Sales on GoPayment create Sales Receipts in QBO.  Quick Invoice on GoPayment -> Invoice, editable in QBO.

QuickBooks has a blue tooth card reader that pairs with the app, you can order it from inside the GoPayment app.  The fees for the card transactions are lower than for manually entering the card number, so depending on the value of the transactions or the volume, it might quickly make sense to buy the card reader.

I took a look at the app.  I don't think I need a reader, this is a very small, infrequent amount of business for overstock items.  

Question - I used my own login but my two employees who don't have logins - how will they access the app?  I really don't want them accessing any data that my login is privileged to look at.   Is it possible to create logins for them that link to our account, even though I am not able to create them as QBO users in the main app?

Hi comet52!

We can add a new user in QuickBooks Online. Let me help you.

You can set up a Take payment only user since you have a QuickBooks Payments account. They can accept payments with the QuickBooks GoPayment app, but don't have access to the rest of your QuickBooks Online company file. Also, Take payment only users don't count into your user limit.

Follow these steps:

1. From the Gear icon, select Manage Users.
2. Select Add user and choose the Take payments only role. Then select Next.
3. Choose what they can access in the GoPayment app, then Next.
4. Enter the user’s name and email.
5. When you're done, select Save.

Once done, they'll receive an email invitation and they need to accept it before they can process payments. You also have an option to invite via the GoPayment app. Please check this link for more info: Add users to QuickBooks Payments.

You'll want to check these links. These will explain more on how to manage your users in QuickBooks Online:

• Add and manage users in QuickBooks Online

• User roles and access rights in QuickBooks Online

Need more assistance? Leave a comment again here and we'll help you.

Thanks.  One more question - tested this out and it looks ok, however it does not appear have an option to calculate tax in the transaction which isn't going to work.   I may be missing a step somewhere.

I'll help with your question about adding sales tax in GoPayment, comet52.

Being able to add sale tax when receiving payment depends on the type of GoPayment app that you're using. Go to the Learn which GOPayment app you have section of this article to determine the app that you have: Set up a Card Reader for QuickBooks GoPayment.

Follow If you have the blue GoPayment app, 

1. Tap Amount and enter the total sale amount. Or select the Items tab to add products and services from your inventory.
2. Select the Taxable option to charge sales tax.
3. Tap View details if you need to add a memo or discount.
4. Select the Arrow icon > next to the amount to start the sale.
5. Swipe the customer's credit card. Or select Other payment options and then Key in card, Cash, or Check.

You can also edit the invoice or sales receipt once downloaded in QBO and manually add the sales tax. Check out these articles for additional guidance and reference:

• Accept Customer Payments Using GoPayment
• Process a Credit Card Transaction With GoPayment

I'd also recommend reaching out to our Merchant Services Support Team for further details on how to use the app. Click this link to get in touch with our QuickBooks Payments Support Team.

As always, the Community is always here to help you again if you need anything else. Just reply below or post new questions and we'll be glad to answer them for you. 

I can't manually add sales tax after the customer paid.   The app we have is green not blue.

I appreciate you for clarifying that you're using the green GoPayment app, comet52.

You can process payments for open invoices in person. The app automatically syncs the payment with the invoice in QuickBooks Online.

Here's how:

1. Open the GoPayment app.
2. Tap the Plus (+) and select Invoice payment.
3. Find the customer, or use the search field.
4. Select the existing invoice the customer is paying for.
5. Tap Charge and select a payment method.

For more details, please see this article: Process Payments in the GoPayment App.

After you process the payments, QuickBooks puts the money in your bank account. I'd suggest checking our deposit times. This helps you ensure the payments are properly tracked.

I'm still here if you have other questions with regards to managing your Go Payment app. I'll respond as soon as possible. Keep safe.

I still see no way to add tax in a sale in the app, unless I separately calculate with a calculator, add it to the total then sell for that total.  Then go into QBO and somehow split the tax back out.  This would be very cumbersome.

Welcome back, comet52.

Thanks for keeping in touch and letting us know the results of the steps you've performed in trying to add sales tax using the GoPayment app.

I suggest reaching out to our Payments support. This issue requires a deeper investigation on why you're unable to add sales tax in a sale. Reach them by clicking the link and get the number under QuickBooks Online with Payments & Merchant Service Center.

If you have other questions about QuickBooks Payments, you may want to visit this page to find answers: QuickBooks Payments FAQ.

Reach us back if you have other concerns about working with payments. I'll be right here to help you. Take care!

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