Use Go Payment With QuickBooks
Point Of Sale
The firm behind QuickBooks, Intuit, offers GoPayment, a robust mobile payment option. It allows companies to use mobile devices to collect payments on the road. GoPayment becomes even more potent when linked with QuickBooks Point of Sale (POS), enabling companies to sync transaction data and optimize their payment procedures easily.
There are a few crucial procedures to take before integrating QuickBooks POS and GoPayment:
- Configure GoPayment:
- Install the GoPayment app on your mobile device by downloading it from Google Play or App Store.
- Open a GoPayment account by entering the details of your company and connecting your bank account for simple money transactions.
- Configure the goods in your inventory in GoPayment. This will enable you to monitor sales and manage inventories effectively.
- Obtain a license for QuickBooks POS:
- Buy a license for QuickBooks POS from Intuit or a licensed reseller. To connect GoPayment with QuickBooks POS, this license is required.
- Set up QuickBooks Point-of-Sale integration:
- Open the settings menu in QuickBooks POS on your desktop or tablet.
- Choose “Mobile Payments” from the menu, then click “Get Started.”
- Follow the on-screen instructions to sign in to your GoPayment account and connect it to QuickBooks POS.
- Map your items.
- This step guarantees that the sales and inventory data stay accurate and consistent across both platforms by mapping your GoPayment products to the appropriate inventory items in your POS system in QuickBooks POS.
- Tracking sales by item, controlling stock levels, and producing accurate reports are further benefits of mapping.
- Use GoPayment to accept payments:
- Open the GoPayment app on your smartphone.
- Enter the transaction amount and choose a payment option (cash, debit card, or credit card) from the list of choices.
- You can swipe or dip the customer’s card for a fast and safe payment if your device has an inbuilt card reader or manually input the card information for processing if it doesn’t.
- GoPayment offers clients added convenience by supporting mobile wallet payments like Apple Pay and Google Pay.
- You can email or print a receipt from the app once the payment has been made.
- Data synchronization with QuickBooks POS:
- The GoPayment and QuickBooks POS interface automatically synchronizes transaction data between the two systems.
- By including client information, itemized sales, and payment kinds in the synchronization, manual data input is no longer necessary.
- This smooth data transmission provides accurate financial records, reducing mistakes and saving time.
Businesses gain from the combination of GoPayment with QuickBooks POS in several ways:
- Mobility and Flexibility:
GoPayment allows businesses to accept payments from customers wherever they are, whenever they want, on any mobile device. This is especially useful for companies that don’t have a traditional brick-and-mortar location, like service-based companies or those that attend trade shows or events.
- Increased Efficiency:
- Integrating GoPayment with QuickBooks POS speeds the payment process by removing human data input.
- Data is automatically synchronized, saving time and decreasing the possibility of mistakes, allowing companies to concentrate on delivering top-notch customer support and expanding their operations.
- Centralized Management:
- The integration establishes a single platform for the administration of sales and inventories.
- QuickBooks POS makes it simple for businesses to collect sales information, monitor stock levels, and produce reports.
- Access to in-store and mobile transactions in one location gives you a thorough picture of your company’s performance.
- Reporting and Insights:
- QuickBooks POS has robust reporting tools, and adding GoPayment broadens the scope of these insights.
- Companies may create thorough reports that include information on sales from both in-store and mobile transactions.
- These reports provide insightful information on consumer behavior, top sellers, and overall financial success.
- With this knowledge, firms can recognize trends, make data-driven choices, and implement growth plans.
- smooth cash Transfers:
- Companies may provide smooth cash transfers by connecting their bank accounts with GoPayment.
- As a result, money obtained via mobile transactions is immediately transferred into the chosen bank account.
- Access to money promptly and effectively helps firms better manage their financial flow.
Integrating GoPayment with QuickBooks POS gives companies a powerful and practical method for taking payments from customers using their mobile devices. The connection improves productivity, centralizes control of sales and inventories, and simplifies payment. Businesses may receive detailed information and acquire essential insights for well-informed decision-making thanks to seamless synchronization between the two platforms. Additionally, the connection allows mobility, enabling companies to take payments on the move and provide their clients with a smooth payment experience.