Cloud Accounting QuickBooks Small Business

Payments on the Go with QuickBooks Point of Sale

Written by Carrie Kahn

Want to know a secret? Well, it is not actually a secret but many people don’t know about it. QuickBooks Point of Sale plus GoPayment allows for real-time inventory tracking and mobile sales.

Did you know that you can use GoPayment with QuickBooks Point of Sale and it will update the inventory? All you have to do is select which inventory you want to sync with your GoPayment device, and you will be able to sell it.

A Few Things You Need to Know!

  • QuickBooks Desktop Point of Sale Mobile Sync feature gives you the freedom to ring up credit card sales anywhere inside — or outside — of your store.
  • GoPayment allows you to select all types of payments including cash, check, scan, key, or swipe card.
  • QuickBooks Payments includes a free GoPayment account.
  • The swipe rate matches the low QuickBooks Payments rate.
  • GoPayment uses iPhone and Android devices.
  • All sales and inventory information syncs with your Point of Sale software.
  • New payments are recorded as QuickBooks Point of Sale Sales Receipts.
  • Never miss a sale whether you are on the road, at a conference, or working a convention.
  • Long lines at the store? Complete sales on the spot.

Set Up Mobile Sync in QuickBooks Point of Sale

  1. Click Sign into for your Intuit Payments Account in your Point of sale.

Click File, Setup Interview:

Payments on the Go with QuickBooks Point of Sale

Click Edit Settings and choose what is appropriate for your industry. Tips will automatically be selected — we unselected and added to accept Debit Cards.

Payments on the Go with QuickBooks Point of Sale
  1. Select File, Preferences, Company Preferences. Turn on Mobile Sync

Mobile sync can be turned on or off and you Increase or decrease sync frequency.

  1. Select Mobile Sync.
QuickBooks Point of Sale plus GoPayment

Note: You can also perform a manual sync, which transfers more items or receipts, by clicking the Cloud icon in the upper right-hand corner of your Point of Sale software at any time. The sync process cannot be initiated from the mobile device.

QuickBooks Point of Sale plus GoPayment

Set Up Inventory to Sync to GoPayment

  1. From the Item List, select the item you wish to sell in GoPayment
  2. Click Edit > within the More Info widget, click the Sync to Mobile checkbox.
  3. Select Save.
QuickBooks Point of Sale plus GoPayment

Sync Departments to Your Mobile Device

  1. In Point of Sale, click on Inventory > Department List.
  2. From the Department columns, click the Department tab to sort the department names in order.
  3. Rename or edit the department name if needed.
  4. Complete the mobile sync.

Complete the Sync in GoPayment

  1. From your mobile device, click the GoPayment app.
  2. Launch the GoPayment app and sign in to your QuickBooks Payments Account.
  3. Open the menu and select Settings.
  4. Under Sync Settings, click Sync Items.

Test the GoPayment Device

  1. Select New Payment
  2. Click ITEMS & Departments to see your list.
QuickBooks Point of Sale plus GoPayment

These are the steps involved in getting Point of Sale set up to sync with GoPayment. Not only are the rates for GoPayment excellent but the integration is fantastic.

What is the best part? Hands down, the integration of the inventory to the mobile device. Imagine: If you need to go to a trade show and take limited inventory, you can select the items that you want to show up in your device and then ring up sales on the go. Now that you know about our little secret, I hope you put it to great use for your clients and business!

About the author

Carrie Kahn

Complete Business Group helps small businesses purchase the RIGHT QuickBooks product at the lowest price and offers a team of experts to provide high level customer service so that they use QuickBooks® the way it was intended. With the many offerings from online to desktop we understand the benefits and limitations of each option to help you find the right solution. We have a team of certified ProAdvisors located all over the US ready to support you remotely or locally.

Carrie Kahn, CPA, the founder and CEO of Complete Business Group, has been helping small businesses purchase the RIGHT QuickBooks product at the best price and offers a team of experts to provide high level customer service so that they use QuickBooks®the way it was intended.

Carrie has been supporting and selling QuickBooks since Dos V1. She has been an Advanced Certified ProAdvisor since 2002. She joined the Intuit Reseller Program in 2008. In 2015 she launched the Complete Business Partner Program
mentoring ProAdvisors in selecting the best QuickBooks products for their clients at best pricing for their customers. She is very involved in the QuickBooks community providing extensive resources for ABBO Facebook group , Scaling New Heights, School of Bookkeeping, CPA Academy, Intuit’s Firm of the Future, and CBG Blog. Carrie is a lead QuickBooks Author for the Accountex blog. She was named Insightful Accountant’s Top 100 ProAdvisor every year since 2014 and was Insightful Accountant’s 2017 Social Media Resources ProAdvisor. She currently serves on the Intuit Reseller Program Council. CBG has been in the top 10 Intuit Premier Resellers (IRPs) since 2012 and currently is ranked #1 in the East. She is currently serving on the IRP Council. Carrie’s company, CBG was named Partner Program of the year for 2017.