Start a payment by requesting a customer mandate (Quickbooks)
GoCardless uses ACH / direct debit to collect payments directly from your customer's bank account. However before you can do this, your customer needs to give you permission. We call this authorisation a mandate.
There's a few ways to get a mandate set up in GoCardless for QuickBooks:
Automatically email new customers
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In the app home page, make sure the toggle 'automatically email a mandate for every new customer' is turned on
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Select a QuickBooks customer, and import them to the app
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In QuickBooks, add a customer to the payment method 'bank payments'.
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For more detailed instructions, see 'Import a customer to pay via GoCardless'.
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You’ll receive an email once their mandate has been set up.
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In the app’s customer page, a green tick symbol will show up on the 'Mandate' column.
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Share a link
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Select a QuickBooks customer, and import them to the app
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In QuickBooks, add a customer to the payment method 'bank payments'.
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For more detailed instructions, see 'Import a customer to pay via GoCardless'.
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Go to the app’s Customers page and find your customer.
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In the actions column, click the three dot menu.
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Select the option 'Get mandate link'.
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You can add that link to the customer’s invoice, or send it via messaging apps.
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You’ll receive an email once their mandate has been set up.
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In the app’s customer page, a green tick symbol will show up on the 'Mandate' column.
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Send an email an invitation
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Select a QuickBooks customer, and import them to the app
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In QuickBooks, add a customer to the payment method 'bank payments'.
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For more detailed instructions, see 'Import a customer to pay via GoCardless'.
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Go to the app’s Customers page and find your customer.
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In the actions column, click the three dot menu.
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Select the option 'Email mandate request'.
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The invite will be sent to the customer’s email provided in QuickBooks.
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You’ll receive an email once their mandate has been set up.
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In the app’s customer page, a green tick symbol will show up on the 'Mandate' column.
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Importing existing mandates
If you already created GoCardless’ mandates for your customers, the app will notify you that you have unmatched mandates.
Simply import the QuickBooks’ customer record into the app, and pair them to a mandate.
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Create an record of your customer in QuickBooks, and import them to the app
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In QuickBooks, add a customer to the payment method 'bank payments'.
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For more detailed instructions, see 'Import a customer to pay via GoCardless'.
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In the home page, select 'Action required' on the unmatched mandates box.
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Alternatively, you can click 'Match customers' on the customer’s page.
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Select the mandate, and in the 'QB customer' column, pick a QuickBooks’ customer record.
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If you don’t see the QuickBooks record in the dropdown, click the 'Sync with QuickBooks' button, and refresh the page.
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Click the Match button.
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In the Customer’s page, you should see your newly matched customer, with a green tick symbol on the 'Mandate' and 'Sync with QB' columns.