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How to enter an invoice in QBO after receiving a GoPayment?

Our technicians have been accepting customer payments in the field, via the GoPayment app for years. We always entered the customer info and invoice into QBO, in our business office, days after the payment was processed. With the new "convenient" update the payments are automatically imported as sales receipts and deposited as "name not specified". QBO does not allow us to change the customer or to link the transactions to a new invoice. We have dozens of transactions that were processed this way and it would be a nightmare to delete and reenter each of them. Our entire business process has blown up. We do not have the option to let our technicians enter invoices in the field or to have our office enter them into QBO in advance of the customer payment. Does anyone know what can be done to apply the already recorded payments to the correct customers and apply the correct service/product codes and sales taxes?

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Best answer 09-10-2019

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QuickBooks Team

Re: How to enter an invoice in QBO after receiving a GoPayment?

Hello there, @septic.

 

I appreciate you for sharing your experience here in the Community. I'm glad to lend a hand regarding the QuickBooks GoPayment issue.

 

If you delete the deposit, the sales receipts associated with the deposit will not be deleted. since receipts aren't the best way to manage your payments, you might consider deleting the sales receipts. Of course, this means you would need to create invoices and any payments linked to them.  

 

Also, I'm adding this helpful link about the features in using the mobile app: GoPayment


Don't hesitate to drop you comment below if you have any other questions and concerns. I'll be around to help.

3 Comments
QuickBooks Team

Re: How to enter an invoice in QBO after receiving a GoPayment?

Hello there, @septic.

 

I appreciate you for sharing your experience here in the Community. I'm glad to lend a hand regarding the QuickBooks GoPayment issue.

 

If you delete the deposit, the sales receipts associated with the deposit will not be deleted. since receipts aren't the best way to manage your payments, you might consider deleting the sales receipts. Of course, this means you would need to create invoices and any payments linked to them.  

 

Also, I'm adding this helpful link about the features in using the mobile app: GoPayment


Don't hesitate to drop you comment below if you have any other questions and concerns. I'll be around to help.

Not applicable

Re: How to enter an invoice in QBO after receiving a GoPayment?

Grace,

Thank you for your help. I was able to delete the deposits and the sales receipts and enter the invoices and payments manually.  Can you tell me how to turn off automatic import of GoPayments?  I can't seem to find it in settings.

 

The old method of importing GoPayments and then matching them to invoices was very efficient for us. Now I will have to delete all the imported payments, go through the transactions on Merchant Center and enter them manually. I am sure the new GoPayment app is helping businesses that enter invoices on their mobile devices and those who have existing invoices that they can link to upon payment, but we have neither. We enter our invoices after the payment is processed, when our technicians bring the paper copies to the office. Our techs are unable to enter all of the line items and details in the field. I am sure there are other companies that work this way. The old GoPayment import process was perfect for this. Now it requires extra effort. If QBO could add the ability to match GoPayments with no names to existing customer invoices, that would solve the problem. 

 

Thanks

Moderator

Re: How to enter an invoice in QBO after receiving a GoPayment?

Thanks for getting back to us, septic.

Allow me to take over and let's get your automatic import turned off.

 

Switching back to the old method of importing your GoPayments transactions is quick and easy. 

 

Here's how:

 

  1. Click More.
  2. Select Go back to the old experience.
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You can get more details in these following articles:

 

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Should you need more help with GoPayments, don't hesitate to drop me a reply below. I'd love to help.

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