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C
comet52
June 11, 2021
Question

gopayment

  • June 11, 2021
  • 3 replies
  • 1 view

My business does not do a lot of walk-in sales but recently we put some overstock online and occasionally a local customer will come in to buy something rather than order online and pay freight.  When none of our authorized QBO users are there I need a way for another employee to take a payment.  I went to possibly add a user and saw a reference in QBO to the gopayment app, but I am not finding clear information about it.   

 

I use QB payments already so is gopayment just another feature I can add, or is it a separate item I have to pay subscription charges for?   Also does it integrate with QBO?  I saw some references to this not being the case.

 

I just need a way for an employee to take a credit card and have the sale post to my QBO, without paying for added users in my QBO since I'm maxed out, and all these other employees would do is take 1 or 2 cc sales a month in person.    Thanks for any help/info.

3 replies

Jen_D
Jen_D
Level 8
June 11, 2021

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:

 

 

 

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!

LarryCheng
LarryCheng
June 14, 2021

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.

C
comet52Author
June 15, 2021

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?

AlexV
AlexV
Level 10
June 15, 2021

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:

 

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

S
Santez Whitlock
July 10, 2022

OK we need to get together on making money 

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