Question

gopayment

Forum|Forum|5 years ago
June 11, 2021
3 replies
70 views

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.

QuickBooks Online

Jen_D

Level 8

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

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

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?

M

MichaelaS

QuickBooks Team

I contacted the merchant center on the phone.

They were great when it came time to purchase the reader and set up the account but useless when it came time to help me set up the correct sales tax.

There is no way to change the tax rate at all.

it has the incorrect tax and what happens if I sell somewhere else.

Is Intuit going to pay the additional tax?

I recognize the importance of adding the correct sales tax in your Go payment app, @Infinite1. Let me provide ways to help you set it up successfully.

As per checking, you can set up sales tax in your Go payment app. Here's how:

Open the Go Payment app.
Tap the Plus (+) and select New Sale.
Select Amount and enter the total sale amount. Choose a Payment method.
Click the Taxable option to charge sales tax or tap Add.
Then, proceed to charge.

Check this article for detailed steps: Process payments in the Go Payment app.

On the other hand, for assistance with changing the sales tax rate directly in the Go Payment app. I recommend contacting our Technical Support Team. I understand you've already reached them for help. Yet, they have the tools to access your account and can provide screen sharing in a secure environment.

Sign in to your QuickBooks Online company.
Select Help at the top right.
Select or type Contact Us.
Enter a brief description of your concern.
Choose a way to connect with us: Start a chat or Have us call you.

Intuit doesn't cover additional tax payments. However, you can customize your sales tax in QuickBooks Online, apply it to the customer's invoice for an accurate rate, and pay using the Go payment app. See the screenshot below for reference:

I've included a helpful resource for you: QuickBooks Payments FAQ. This FAQ covers common questions and troubleshooting steps related to credit card payments in QuickBooks.

Keep us posted if you have other questions about managing payment. I'll be around to find ways to help. Stay well.

S

Santez Whitlock

OK we need to get together on making money

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