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Hello QB Community,
I am an admin in QB Online and am trying to set up GoPayments to accept payments in-person using a chip/swipe reader provided by QB. When my users (Sales Managers with QBO privileges to accept payments) attempt to login to GoPayments, they are not able to see ANY customers or invoices. I am the only one that can view customers and invoices. I have tried reassigning roles, but cannot give admin permissions to my sales staff, nor should I have to to accept credit card payments via GoPayments.
This leads me to believe you MUST be an admin to use GoPayments — this couldn’t possibly be, could it? Please help!
You can invite them to your Merchant Services account, FrustratedNow1.
If you've added them as a Sales Manager user in QuickBooks Online, you'll also want to add them to your Merchant account to process payments there. Let me show you how:
Let them accept the invite from their email to start using QuickBooks Payments. They'll also want to check their spam or junk folders in case they didn't receive any. Feel free to check out these articles for more details:
Let me know if you have other questions. Take care and have a great day!
Thanks for your response. Unfortunately that did not work. And subsequently, the username/email is now locked. I've tried this with 2 user/email addresses. Both instances are giving error upon logging in to QBO. Is there a support line that can help with deleting a user and re-creating a user from scratch?
Thanks for coming back, @FrustratedNow1. I can help log in to your QuickBooks account.
When you're locked out, you'll see this message: You have tried to sign in more than 5 times. You can continue to sign-in by entering the special code below the message. The code is made up of characters that are a CAPTCHA code to secure your account from unauthorized access from automated bots.
Follow these steps below:
If you're having trouble remembering your user ID or password, you can reset your password or recover your user ID. Here's how:
If you used your email address or user ID to verify your account, you'll get an email with a password reset link.
However, if this is still an issue, I'd recommend contacting our QuickBooks Support to help check your login credentials and accounts in QuickBooks Online.
Just in case you need tips and related topics in the future, visit our QuickBooks Community help website for reference: QBO Self-help.
Keep posted if you have any other questions. I'm always available to help. Take care!
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