QuickBooks Point of Sale (POS) is a robust retail management application intended to simplify sales,
inventory, and customer data. When linked with GoPayment, QuickBooks' mobile payment system,
companies can collect payments anywhere, expanding flexibility and improving customer service.
This post details the advantages, setup procedure, and troubleshooting advice for using GoPayment
with QuickBooks POS.
Designed to run effortlessly with QuickBooks products, GoPayment is Intuit's mobile payment
processing system. Through a mobile card reader, smartphone, or tablet, it lets companies take
credit and debit card payments. GoPayment syncing automatically with QuickBooks helps to simplify
accounting and reconciliation.
Benefits of Using GoPayment With QuickBooks POS
- Accept payments on the move or in-store to maximize consumer convenience.
- Transactions connect with QuickBooks POS to seamlessly integrate data entering.
- GoPayment guarantees safe payment processing using PCI compliance and encryption, therefore addressing security issues.
- Track sales and inventory adjustments in real-time to ensure 4.
- Funds from purchases are quickly sent to your associated bank account.
- Customers may pay fast using several choices, including contactless payments, therefore enhancing their experience.
Setting Up GoPayment With QuickBooks POS
Use GoPayment with QuickBooks POS starting with these actions:
1. Register with GoPayment
- Register via Intuit's website if you do not yet have a GoPayment account.
- Select a scheme fit for your company's requirements.
- Link your bank account for flawless financial movements.
2. Link GoPayment into QuickBooks POS
- Open Quickbooks POS, then go to the Payments tab.
- Choose a setup payment method (or another dependent on your QuickBooks edition).
- Sign in using your Intuit credentials.
- Link your accounts according to on-screen directions.
3. Set Up the GoPayment Card Reader
- Get a suitable GoPayment card reader from Intuit or a licensed reseller.
- From the App Store or Google Play, download and install the QuickBooks GoPayment App.
- On your cell phone, turn on Bluetooth and link the reader with the app.
- Test a transaction to make sure the reader is operating as it should.
4. Configure Payment Options in QuickBooks POS
- Under QuickBooks POS, choose Payment Methods from Preferences.
- Make GoPayment a payment choice active.
- Customize as necessary parameters including tax computation and receipt printing.
5. Train Your Staff
Make sure staff members know how to utilize GoPayment in regards to:
- Card, contactless, or mobile wallet payment acceptance.
- Processing chargebacks and returning refunds.
- Managing readers' or apps' connection problems.
Processing Payments With GoPayment in QuickBooks POS
1. Taking in-store payments
- Put things into the customer's basket in QuickBooks POS.
- At checkout, choose GoPayment as the payment option.
- With the GoPayment reader, swipe, insert, or touch the customer's card.
- Finish the deal, and QuickBooks POS will immediately note the sale.
2. Taking Payments While On-Travel
- On your mobile device, open the GoPayment app.
- Enter the transaction value or choose from your QuickBooks POS inventory certain goods.
- Run the payment using the mobile card reader.
- Offer either a paper or digital receipt.
- The transaction tracks real-time QuickBooks POS.
3. Managing Chargebacks and Refunds
- Under QuickBooks POS, find the original transaction.
- Choose GoPayment as the refund system and Refund.
- Handle the Refund via the POS or app.
- Consumers get their money returned depending on the processing time of their bank.
Troubleshooting Common Issues
You might run upon sporadic problems even with perfect integration. Here's how to investigate
them:
1. GoPayment Reader Not Connecting
- Verify Bluetooth is turned on and the device is linked successfully.
- Restart the GoPayment app and reattempt the connection.
- Version the QuickBooks POS and the app to the most recent one.
2. Payment Transactions Not Syncing
- See the internet connection.
- Check to be sure the GoPayment account is correctly connected to QuickBooks POS.
- Refreshing the GoPayment app will manually sync transactions.
3. Card Not Being Read
- Clean the card reader and check for any damage.
- Make sure the card is correctly tapped or inserted.
- Manually input the payment information or try another card.
4. Slow Payment Processing
- Close background running other programs.
- Choose a consistent Wi-Fi connection over mobile data.
- See Intuit support should delays continue.
Best Practices for Using GoPayment With QuickBooks POS
- Frequent updates of QuickBooks POS and the GoPayment app help to avoid compatibility problems.
- Review sales and transaction statistics daily to find early disparities.
- Using two-factor authentication and password protection will help to provide extra security.
- Make sure staff members regularly have the most recent features and troubleshooting techniques updated.
- Keep a backup payment method handy in case of connection problems.
Conclusion
GoPayment, when combined with QuickBooks POS, improves the payment process, giving
companies more freedom, quicker transactions, and better customer experiences. Following the
recommended setup processes and best practices in this guide will help companies maximize their
sales activities while preserving safe and effective payment processing. Should problems develop,
Intuit's customer service and troubleshooting techniques may enable fast resolution, therefore
guaranteeing a flawless transaction experience for consumers and companies alike.