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.