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Yes! If you currently use GoPayment and it's connected to your QuickBooks Online, you'll see it in our app when you create a sales receipt or payment. Just swipe your customer's credit card or type in their card information to accept a payment.

• If you're using the GoPayment reader, plug it into your iPhone and be sure the iPhone volume is on the highest level.
• If you don't have a reader, you can key enter the credit card information into GoPayment.
• GoPayment works with Visa, MasterCard, American Express (AMEX), and Discover cards (if your GoPayment account supports these).
• Using GoPayment in our app saves you time because the payments get recorded directly in QuickBooks Online—no need to import or add them to QuickBooks Online later.
• GoPayment credit card processing is turned on by default, but if you'd prefer not to use it in our app, open the menu , tap Settings > Company, and turn GoPayment OFF.
• Payments you process with GoPayment through our app won't appear in the standalone GoPayment app.
• To learn more about GoPayment or sign up for it, visit Intuit Merchant Services.

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To accept a payment using GoPayment

On the New Sales Receipt or Receive Payment screens:

1. Specify the customer, date, and payment amount, and add a memo if you need to remember something about the customer or payment. Enter discount, tax, and shipping amounts if they apply. (For sales receipts you must also specify an item.)
2. Tap Credit (the payment method) and tap Next.
3. If the card reader is plugged in, swipe the customer's credit card; otherwise tap Key Enter Card.
• If typing the card information, enter the credit card number, expiration date, and card holder name.
• Tap Next and enter the security code and customer billing address ZIP code.
• Red highlights show any entries you need to correct.
• Tap Next.
4. (Optional) Have the user “sign” with their finger. They can clear and sign again, if desired.
5. Tap Charge, then tap Confirm to process the charge. When you've received the payment, you'll see “Success Transaction approved!”
6. To email the sales receipt or payment containing the GoPayment transaction information, open the transaction and:
• Tap the action button .
• Tap Email.
7. The email includes the type of credit card used, the last 4 digits of the credit card number, and the transaction authorization number.

Note: You can't delete a payment that was processed using GoPayment.

To edit a sales receipt or payment charge made with GoPayment

You can edit information that doesn't affect the charge, such as the date, reference #, and memo.

1. Open the Sales Receipt or Payment and tap the edit button .
2. Change the date, reference number, or memo and tap Save.

If you try to change fields that affect the charge, just cancel the changes—you can't save them.

To void a payment made using GoPayment

If you need to void a payment, try voiding it before 3pm PST on the same day you accepted the payment, which is when most credit card payments are processed.

1. Open the Sales Receipt or Payment and tap the action button .
2. Tap Void Transaction.

If you can't void the payment or if your customer overpays you, go to the Merchant Service Center and issue your customer a refund.

To email a transaction paid using GoPayment

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1. Open the Sales Receipt or Payment and tap the action button .
2. Tap Email

The email includes the type of credit card used, the last 4 digits of the credit card number, and the transaction authorization number.

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• Sales Receipt emails include a PDF of the transaction, but the PDF doesn't contain the GoPayment transaction details.
• Payment emails don't contain a PDF of the transaction.

Overview

The Zoom chat app for Intuit QuickBooks Notifications sends QuickBooks notifications to Zoom chat channels.

This guide covers:

• Installation and Configuration
• Using the Intuit QuickBooks Notifications chat app
• Uninstalling the Intuit QuickBooks Notifications chat app

Prerequisites

• Free or Paid Zoom Account
• A verified Intuit QuickBooks account
• Pre-approval of the Intuit QuickBooks Notifications chat app in the Zoom Marketplace

Note: If the app is not pre-approved, please contact your Zoom admin.

Note: For the Mac Client, this chat app will only work for version 4.6.2 and up.

Installation and Configuration

Installing from Zoom Marketplace

1. Login to your Zoom account and navigate to the Zoom Marketplace.
2. Search for Intuit QuickBooks Notifications and click on the app.

3. If the app is not pre-approved, contact your Zoom admin to approve this app for your account.
4. Click Install, confirm the app permissions and choose Authorize:

5. You will see a success page, and the Zoom chat app for QuickBooks will be available for all users in the Zoom account. The QuickBooks chat app will appear under the APPS section of the Zoom client:

6. The next step is to authorize your QuickBooks account with Zoom.

Connect and configure the QuickBooks chat app

1. After installing the QuickBooks app from the Zoom Marketplace, navigate to the 1:1 QuickBooks app channel in the Zoom chat client.
2. Enter the connect command.
3. The QuickBooks chat app will respond with a link to authorize to your QuickBooks account.
4. The link will navigate to a QuickBooks authorization page. After you login, the QuickBooks authorization page shows the company to select:

5. On successful authorization, you will see a success web page:

Any Zoom user can now issue the configure command to launch the configuration web page and setup notifications to channels.

help

Type help to receive a list of all the commands for the QuickBooks chat app. In a group channel, use the app slash name /qb before all commands:

Configure

Issue the configure command to configure QuickBooks notifications to Zoom chat channels:

Click on the link to bring up the chat app notification config web page:

On the app config web page, users can create subscriptions to any channel, and specify the notifications that will appear:

As an example, when a user creates a new Contact in QuickBooks, you will see this chat app notification message:

• After an event occurs on QuickBooks to trigger a notification, your Zoom chat app will display the notification after a delay of about 10 seconds.

Instant meetings

Issue the meet command to create an instant Zoom meeting, and get a Zoom meeting join link: How to uninstall app from macbook.

The meeting will appear in the list of scheduled meetings under the Meetings tab of your Zoom Client:

Disconnect

Issue the disconnect command to disconnect your Zoom account with QuickBooks:

Removing the QuickBooks chat app

1. Login to your Zoom account and navigate to the Zoom Marketplace.
2. Search for QuickBooks and click the app or navigate to your installed apps via Manage > Installed Apps.
3. Click Uninstall next to QuickBooks.
4. Confirm the dialogue and click Uninstall.

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For additional help or technical support, please submit a ticket.

Quickbooks Online For Mac Users

Data Security

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• This app has access to the following information on Zoom:
  • View channels subscribed to by a Zoom user under the Zoom account.
  • View existing meeting details for a Zoom user under the Zoom account.
  • View all information of a Zoom user under the Zoom account.
• This chat app has the following permissions on Zoom:
  • Send a chat message to an IM channel or Zoom user under the Zoom account.
  • Create a Zoom meeting on behalf of any Zoom user under the Zoom account.
• This app has access to the following information on QuickBooks:
  • Admin-level read data for QuickBooks, for QuickBooks Accounting Online scope.
  • Scopes: Accounting
  • Data Accessed: Webhooks, full response from Company endpoint
  • Data Displayed: Bill(Bill number,Vendor, Bill date, Total Amount), Estimate(Doc number, Customer,Email,Due date,Expiration date,Status,Total Amount), Invoice(Doc number, Customer,Email,Invoice date,Total Amount,Amount Due), Payment(Doc number, Customer, Amount paid), Purchase Order(Doc number,Email,Purchase Order date,Total amount,Shipping Address), Sales Receipt(Doc number,Email,Sales Receipt date,Total amount)
  • Data stored in DB: realmId, access token, refresh token,tokens expiry time
  • Data Sent by Quickbooks to the app: Full Webhook, full response from Company endpoint
• Communications between this chat app and Zoom/QuickBooks are encrypted:
  • Protocol: TLS 1.2 enforced
  • Cipher suite: ECDHE-ECDSA-AES128-GCM-SHA256
  • Key length: 128 bits
  • Perfect Forward secrecy: YES
• This chat app stores the following information in an encrypted database:
  • QuickBooks Tokens (admin-level and user-level) and Zoom OAuth credentials (admin-level and user-level) are stored in an encrypted database.
• The app validates QuickBooks WebHook notifications using SHA-256 signatures.