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Get started with the free Quickbooks integration in minutes Collect - PowerPoint PPT Presentation

Get started with the free Quickbooks integration in minutes Collect against an invoice as soon as its due Automatically reconcile within Quickbooks Save money with 1% fees capped at 2 "GoCardless has simply revolutionised the way UK


  1. Get started with the free Quickbooks integration in minutes Collect against an invoice as soon as it’s due Automatically reconcile within Quickbooks Save money with 1% fees capped at £2

  2. "GoCardless has simply revolutionised the way UK accountants and bookkeepers get paid and eliminated debtors. And now it works inside the world’s most advanced cloud accounting system, QuickBooks Online, it is going to make the collection and recording of income a breeze." Mark Wickersham FCA

  3. Your payments at a glance See payments and customer status at a glance. The deep integration means you can manage your GoCardless payments without leaving your Quickbooks account.

  4. Connect your account Get started in minutes by creating a GoCardless account on the Quickbooks app store and connecting to your QBO account

  5. Set up your customers Select individual or multiple customers to send a Direct Debit mandate request to. If you already have a GoCardless account you can import your existing mandates.

  6. Start collecting payments Each time you create an invoice you can choose to schedule the payment and automatically collect by Direct Debit on the invoice due date. No more chasing customers!

  7. Automatically reconcile invoices When a payment is received the relevant invoices will be marked as paid and the GoCardless fees will be posted as an expense automatically.

  8. Transformed My Business! “QuickBooks and GoCardless have transformed the way I do business…much easier to collect money from customers and saves time on chasing unpaid invoices, reducing the risk of late payments. You also receive an instant posting when money is received, so it is much easier to reconcile accounts – plus it takes seconds to set up” It’s all I need for a smooth running of day to day activity.”

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