cancel
Showing results for 
Search instead for 
Did you mean: 
GSM404
Level 1

How do you view estimates in QB GoPayment app?

I downloaded the GoPayment app from Quickbooks, but it doesn’t allow me to view any of the estimates I’ve made previously. I convert estimates to invoices  often, so how does one achieve this through the GoPayment app?

1 Comment 1
Rea_M
Moderator

How do you view estimates in QB GoPayment app?

Hello there, @GSM404.

 

I'll help share some insights about how the GoPayment app works and guide you on how you can view your estimates in your QuickBooks account so you can manage them accordingly.

 

The QuickBooks GoPayment app is specifically designed to let you accept payments while on the go. With it, you can take cash, check, and credit card payments wherever and whenever you need to. For the time being, the option to view your estimates or the ones you've already converted to invoices through it is unavailable.

 

Based on your description, you may have created and converted your estimates to invoices via your QuickBooks Online (QBO) or QuickBooks Desktop (QBDT) account. With this, to view and manage them, you'll have to log into either your QBO or QBDT account. You can refer to any of the articles below depending on the QuickBooks product you have for the detailed steps:

 

 

Once you're ready to process and accept payments using GoPayment, please see this article for the complete guide: Process payments in the GoPayment app.

 

After you process payments, QuickBooks puts the money in your bank account. You may want to check out this article as your reference to know more about deposit speeds and guide you on how you can check their status using QuickBooks GoPayments: Find out when QuickBooks Payments deposits customer payments.

 

Please don't hesitate to let me know if there's anything else you need or questions about the GoPayment app and managing estimates in QuickBooks. I'll gladly help. Take care, and I wish you continued success, @GSM404.

Need to get in touch?

Contact us