Getting started with the marketplace app in Quickbooks
You can only connect one GoCardless account to one QuickBooks company. If you selected the wrong company, you'll have to disconnect it and set up the app again.
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Go to the GoCardless for QuickBooks marketplace page, and click 'Get the app now'. Alternatively, you can access it via the app's landing page.
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If applicable, select which QuickBooks company you want to connect with.
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Accept the terms and conditions.
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Login or sign up with your GoCardless account.
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Select which accounts will be used to track your net payments and GoCardless fees.
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‘Checking account’ and ‘bank fees’ are selected by default.
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Choose between automated or manual mandate requests.
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Automated - will email a mandate link to every new QuickBooks’ customer you chose to pay via 'bank payments'.
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Manual - you choose how and when to share mandate requests with customers.
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Choose between automated or manual invoice payment collection.
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Automated - We will collect the payments the invoice due date.
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Manual - you select which invoices you’d like to request payments from.
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If applicable, verify your GoCardless account.
After the initial collection, you can access it via the QuickBooks apps section, or by navigating directly to the app.