How to use GoPayment in QuickBooks Desktop

VERIFY SETUP

Make sure you have connected your QuickBooks Payment account to your Financial.

  1. Click Customers, Credit card processing activities, Merchant Service center.
  2. Verify that you have the correct Merchant Account in the top right corner.
  3. Click account, processing information, make sure “Process with mobile payments” is on.

PROCESS GO PAYMENT TRANSACTION

  1. Use your GoPayment application that connects to the QuickBooks Payments account listed above.
  2. Login using your QuickBooks QB Payments Login.

CREATE INVOICE FOR NEW PAYMENT MADE

  1. Click Customers, create invoice, save and close.
  2. Remember the exact name of this customer as setup in QuickBooks.

invoiceforgp

APPROVE PAYMENT

  1. Credit Card Processing Activities, Record Merchant Service Deposit
  2. Under Pending Transaction, you will find the entry.
  3. Replace the name with a name from your customer list/exactly as used in invoice.
  4. Under the actions tab on the right click “Add Payments”

gopayment

CONNECT PAYMENT TO INVOICE
If an invoice exists using that same customer put a checkmark next to correct invoice. Save & Close.

gopaymentconnect

 

Watch our brief how to video here.