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Having CC payments Show up in QB Register

Wondering if there is a way that a CC swiped payment can show up as a deposit in my QBD check register without first having to have entered anything in QB regarding the cc payor?  FWIW, I'm using another business accounting and data basing program that will track and otherwise handle all customer service related orders, payments, etc (which program I enter all that customer info).  Regrettably and not unexpectedly, that program does not integrate in any respect with QB. 

 

So if possible, I'd like to avoid having to input customer info in both programs - ie., have the GOPayment swiped transaction show up as a deposit in the QB register without further in the same way that transaction automatically shows in my bank account online statement.  In sum, wondering what, if anything, can be done to reduce my workflow in terms of having those payments auto populating in the QB register as a deposit (or am I dreaming??) 

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Best answer June 12, 2020

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QuickBooks Team

Having CC payments Show up in QB Register

Hello, @James90.

 

Allow me to provide some insight into GoPayments integration with QuickBooks Online.

 

When you take payments using GoPayment, the amounts are saved as credits to your customer in QuickBooks. This means you have to manually apply the credit to any current or future invoices in QuickBooks. Since GoPayment is a third-party app that integrates with QuickBooks, there are a few limitations with the imported bank data. The automatic matching is one of the product limitations that occur. You can find more information about the third-party app in these articles:

 

 

Feel free to reply below if you have any other questions. Enjoy your weekend!

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Highlighted
QuickBooks Team

Having CC payments Show up in QB Register

Hello, @James90.

 

Allow me to provide some insight into GoPayments integration with QuickBooks Online.

 

When you take payments using GoPayment, the amounts are saved as credits to your customer in QuickBooks. This means you have to manually apply the credit to any current or future invoices in QuickBooks. Since GoPayment is a third-party app that integrates with QuickBooks, there are a few limitations with the imported bank data. The automatic matching is one of the product limitations that occur. You can find more information about the third-party app in these articles:

 

 

Feel free to reply below if you have any other questions. Enjoy your weekend!

View solution in original post

Highlighted
Level 1

Having CC payments Show up in QB Register

I thought that would be the case.  Thanks for your prompt reply.

 

Since I will have a fairly comprehesive accounting of my home inspection income from use of an online program that caters to the home inspection industry, I assume there is no downside to my QB accounting to just manually enter weekly - as a lump sum deposit in QB - all GOPAYMENT CC receipts that show up in my bank account for the week  (as well as entering in QB as a line item debit in the register, total CC processing fees related to that lump sum entry of that GOPAYMENT CC income).  FWIW, I have to do this anyways as to the online CC payments that are made by the customer via the home inspection portal  (because regrettably, that program does not integrate with QB/GOYAMENT). 

 

If I'm not mistaken, I guess the only downside to the foregoing would be whatever risk is presented by bypassing the QB system by which one "marries"  a  CC payment to figures showing up as cc deposits in my bank account (and also, not getting the benefit of the CC and service fees showing up  in the QB check register).   But as per my initiasl post, I do need to have my office manger spending her time logging customer data into one - not two,  programs.

 

The foregoing does entail the option for me to go with any CC processor . . . and I though about doing just that. . .but I might want to stick with Intuit's GOPAYMENT system. My only reason to switch would most likely be due to concerns about glitches with the mobile card reader.  Besides the question posed by this email, would this be the proper forum to pose questions about the reader (and can I do so in this thread)?

 

Anyways, thanks again for your input and expertise.  

 

 

 

 

 

 

, receiptss (which I will do once weekly).  ervice fees on a weekly basis), as I will be doing for CC transaciton deposits funded into my bank account from another cc processing company I use (and have to use) as for online cc payments made by the customer booking and paying for a home inspection via an online web site set up to handle all of a home inspectors booking, accounting, etc.    

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