QuickBooks Online GoPayment Mobile App, an extension of QuickBooks Online Payments, allows you to receive payments seamlessly, whether you are at a client meeting, a trade show, or just away from your traditional point of sale setup. It is a free mobile app that lets you process payments by keying in customers’ card details using your mobile device or a mobile card reader.
In this article, we’ll discuss QuickBooks GoPayments, its key features, how to set it up, and how it can benefit your business.
Key Features of QuickBooks GoPayment
Mobile Payment Processing
QuickBooks GoPayment offers two convenient methods for processing payments. As mentioned earlier, you can key in your customer’s card details directly into the app. This method is ideal for situations where a physical card is not present, and you need to securely input the information. Alternatively, you can use a mobile card reader for in-person transactions. The card reader connects to your mobile device, allowing you to swipe or insert cards for a seamless and secure payment experience.
Automatic Syncing with QuickBooks Online Account
The app is designed to automatically sync transactions with your QuickBooks Online account in real time. This integration eliminates the need for manual data entry, ensuring that your financial records are always up-to-date. This seamless syncing feature streamlines your bookkeeping processes, saving you time and reducing the risk of errors.
Handling Taxable Transactions
QuickBooks GoPayment allows businesses to itemize products and services, specifying whether each item is taxable or non-taxable. You can customize tax rates based on local or regional requirements so that you can comply with specific taxation regulations.
Setting Up a Tipping Option with QuickBooks Card Reader
Enhance customer satisfaction by incorporating a tipping option into your transactions. QuickBooks GoPayment facilitates the setting up of a tipping option when using the QuickBooks Card Reader. This not only provides a convenient way for customers to express their appreciation but also adds a personal touch to your business interactions.
Basic Inventory Item Library
For businesses that manage products and inventory, QuickBooks GoPayment offers a basic inventory item library. This functionality allows you to organize and track your inventory on the go. Whether you’re a small retailer or a service provider, having access to a basic inventory item library enhances your ability to manage stock levels and fulfill customer orders efficiently.
Sending Receipts through Text and Email
The convenience of digital communication extends to transaction receipts with QuickBooks GoPayment. The app enables businesses to send receipts directly to customers through text and email. This not only reduces paper waste but also provides a quick and efficient way for customers to access and store their transaction records.
Green GoPayment App vs. Blue GoPayment App
To cater to different business needs, QuickBooks GoPayment comes in two versions: the green GoPayment app and the blue GoPayment app. The background color of the app serves as a visual cue to help users distinguish between the two versions.
- Green GoPayment App: With the green app, businesses can create and send invoices and accept payments on the spot. Moreover, businesses can apply received payments directly to existing invoices, ensuring a streamlined and accurate record-keeping process.
Green GoPayment app (Source: QuickBooks)
- Blue GoPayment App: If you opt for the blue GoPayment app, you still enjoy the convenience of accepting payments on the spot. However, there are notable differences in its functionality. The blue app allows users to link to either a stand-alone payments account or a QuickBooks Desktop account managed through the Merchant Service Center (MSC). Unlike the green app, the payment information from the blue GoPayment app does not automatically synchronize with any QuickBooks product. This distinction makes the blue app suitable for businesses that may operate with stand-alone payment processing or use QuickBooks Desktop and prefer to manage their payments separately.
Blue GoPayment app (Source: QuickBooks)
How to Set up QuickBooks GoPayment
Step 1: Sign up or Connect: If you’re already a QuickBooks Payments user, the transition to GoPayment is a breeze. Simply sign up for QuickBooks Payments if you haven’t already, or seamlessly connect your existing account to QuickBooks Online.
Step 2: Order and Connect a Card Reader: Enhance your payment capabilities by ordering a card reader designed for QuickBooks GoPayment. Once it arrives, follow simple steps to set it up and connect it to your mobile device.
Step 3: Starting Accepting Payments on the Go: With QuickBooks GoPayment, you can accept various payment methods, including cash, checks, credit cards, and even ACH bank transfers.
The QuickBooks GoPayment mobile App provides QuickBooks Online users with a versatile and user-friendly platform for on-the-go payment processing. If you often work outside your office and you want the flexibility to accept customer payments on the go, then we recommend getting QuickBooks GoPayment.