You'll need to add your user to the GoPayment app, scooters. I'll be pleased to walk you through the detailed process.
To let your user take and process payments, you can add them as a user with the Take payments only role in the GoPayment app. Every time they take payments, it will sync in real-time with your QuickBooks account.
Here's how to add users, depending on the GoPayment app you have:
For the Green GoPayment app:
- Click More ☰ from the main screen.
- Choose User management and hit Plus (+).
- Provide the user's name and email, then pick Take payments only for the user role.
- Select Invite.
For the Blue GoPayment app:
- Select Menu ☰ from the main screen, then Settings.
- In the Manage Users section, click Manage Users.
- Choose Invite user if you're inviting a user for the first time. Otherwise, pick Plus (+).
- Key in the user's name and email, then select Take payments only for the user role.
- Hit Invite.
Moreover, the duration of your fund transfer varies depending on the payment method and product being utilized. To gain more insight into this matter, scan this article: Find out when QuickBooks Payments deposits customer payments.
We're always a click away if you have questions about different user roles and permissions in the QuickBooks Payments. Kindly utilize the Reply button below to add any queries you have.
