Recording GoPayment payments when accepting transactions in bank feed

tmerrick · ‎August 08, 2019

Hi Everyone. There was a GoPayment update recently so you don't need to manually sync GoPayment payments. My client owns the account and I am listed as admin. She did the GoPayment upgrade in her account but it is not being reflected when I login as admin to her account. Do I need to be logged in w/her credentials? I may not be understanding the issue correctly, but when I go to accept transactions in my bank feed in QBO, the GoPayment transactions do not show up when I click "find more", so I am having to manually add them in the "resolve" section. So if two folks pay by credit card, and one was a gopayment payment, and they are "grouped" in her merchant account, this is the process I have to go through.

AlcaeusF · ‎August 08, 2019

Hello tmerrick,

Thank you for posting here in the Community. I'd be glad to lend a hand with the grouped payments from Bank Feed.

To avoid using Resolve Difference, you can create an invoice or sales receipt for the GoPayment transaction. That way, when equaling them from Bank Feeds, you'll be able to select a match in QuickBooks.

Here's how:

Click the Plus sign.
Select Invoice or Sales Receipt.
Enter necessary information.
Click Save and close.
On the left panel, click Banking.
Choose the transaction.
Select Find match.
Put a check mark on the transactions you can match.
Click Save.

In case you need more insights into adding and matching transactions, I'm attaching the article I recommend on this:

Match and categorize your downloaded bank transactions.

Please don't hesitate to get back to me if you need further assistance with matching the payments. The Community has your back.

View solution in original post

Ryan_M · ‎August 08, 2019

Hi @tmerrick,

Let me share some insights and clear things up for you regarding downloaded GoPayment transactions.

These GoPayment transactions are automatically downloaded to your assigned bank account, but it will depend on you if you add or match these transactions. You can choose to do a match if you have a recorded transaction that you can link to the bank feed. This is to ensure you won't have any duplicates.

In case you don't have a recorded transaction to match, then that would be the time to add the transaction to your account.

If you have other questions about QuickBooks Payments or GoPayments, you can view this article for details: QuickBooks Payments Deposits FAQ. It lists answers for common questions about this feature. It also includes a schedule of when you'll receive your deposits.

Should you have anything else you'd like to ask or clarify, feel free to drop them in the comments below. I'll make sure to get back to you as soon as I can.

tmerrick · ‎August 08, 2019

Thanks Ryan. So I am doing it correctly, it sounds like? The transactions all download to my register. However, sometimes they are "grouped". For example, $300 where 150 is a GoPayment transaction and 150 is a regular credit card online payment. When I go to the "review bank feed page" and have the option to "match" a transaction, the gopayment one does not appear under "Find Match". So I check off the cc online payment and use the "resolve" option at the bottom for the gopayment one that does not appear.

tmerrick · ‎August 08, 2019

Thanks Ryan. So I am doing it correctly, it sounds like? The transactions all download to my register. However, sometimes they are "grouped". For example, $300 where 150 is a GoPayment transaction and 150 is a regular credit card online payment. When I go to the "review bank feed page" and have the option to "match" a transaction, the gopayment one does not appear under "Find Match". So I check off the cc online payment and use the "resolve" option at the bottom for the gopayment one that does not appear.

AlcaeusF · ‎August 08, 2019

Hello tmerrick,

Thank you for posting here in the Community. I'd be glad to lend a hand with the grouped payments from Bank Feed.

To avoid using Resolve Difference, you can create an invoice or sales receipt for the GoPayment transaction. That way, when equaling them from Bank Feeds, you'll be able to select a match in QuickBooks.

Here's how:

Click the Plus sign.
Select Invoice or Sales Receipt.
Enter necessary information.
Click Save and close.
On the left panel, click Banking.
Choose the transaction.
Select Find match.
Put a check mark on the transactions you can match.
Click Save.

In case you need more insights into adding and matching transactions, I'm attaching the article I recommend on this:

Match and categorize your downloaded bank transactions.

Please don't hesitate to get back to me if you need further assistance with matching the payments. The Community has your back.

tmerrick · ‎August 08, 2019

Thank you!

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Recording GoPayment payments when accepting transactions in bank feed