GoToMyAccounts Help Desk
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New Pricing Questions Answered
A brand new pricing structure went into place on May 22, 2018. This purpose of this article is answer common questions about the new pricing schema. How is the new schema more flexible? In the past, all GoToMyAccounts plans had to be based on a customer count tier. For example, if you wanted to be able to enable 75 customers, you would need to subscribe to a GoToMyAccounts 100 tier. A common issue with that type of schema is users would
What payment methods and/or payment processors are supported?
GoToMyAccounts currently supports the following payment methods and processors: Authorize.net (Credit Card) Authorize.net (eCheck/ACH) Stripe PayPal Std PayPal Express Checkout PayJunction () QuickBooks Payments (Credit Card) QuickBooks Payments (ACH) Offline Credit Card Online Check (eCheck) Bank Wire USAePay We can support other payment methods and payment gateways upon request. P
Can my customers be setup for automatic payments?
Not yet. But this is a feature that is in the works.
Why do I have to sync all records, and not just a subset that I choose?
This is a very valid question to ask, and one that warrants an explanation. Internally, we have hashed over this many times and always end up back at the same conclusion. There is simply no practical way to sync accounting data in a "partial" manner. Why? In order to make data synchronization manageable (and scale), we query it by the last modified time stamp. Of course, this is only a valid method to fetch anything that has changed after a full sync has been accomplished. Thereafter, we s
How do I create a Support Ticket?
To create a support ticket, you can navigate to our Support Ticket Management Page. From there, you can create a new support ticket and manage your existing tickets. Keep in mind that you can also contact us via chat on the main website, while in the Knowledge Base, and inside the app. Support staff will typically create a new support ticket on your behalf during a chat session if tracking of the issue is needed. !(https://storage.crisp.cha
Questions About New Features, Timelines, ETAs
From time to time, questions come in inquiring about various requested features and the status of those requests. This article addresses those inquiries as well as the process by which new feature requests are vetted, accepted, and ultimately implemented. We DO accept new feature requests. This can be done via support ticket or general inquiry. The ticket will be classified as a feature request and then it makes it's way into our JIRA tracking software. Sometimes a request or inquiry ca
What is Sandbox Mode in payment method settings?
When enabling "Sandbox mode" on payment method settings, you are placing the payment method in test mode. Payments will record in the portal and in QuickBooks but the financial transaction will not be live. No money will transfer and no card will actually be charged. It is important to be sure that you disable SandBox mode when you are ready to fully enable a payment method for live transactions.
How to locate and view sync log files
if you are using QuickBooks Desktop, you may wish to view your log files in order to troubleshoot an issue with the desktop sync app. We sometimes will request a copy of your latest log files if we are assisting you with a sync issue. To access the log files: Open your sync app On the top right hand part of the screen, you will see a menu icon. Click the icon to view the menu options. !(https://storage.crisp.chat/users/helpdesk/website/f0e74263-7fc9-428c-9ea6-033a4be4bec2/a311248a-b2ac-4
Can I use QuickBooks Payments without QuickBooks Online?
Yes. You can use QuickBooks Payments without QuickBooks Online. In that case, you will be authorizing a connection to the QuickBooks Payments API, but not to the QuickBooks Online "Accounting" API. When connecting your portal via the Integrations screen, just be sure to only enable "Payments" and leave "Accounting" disabled.
Can I use my own Amazon S3 storage?
Currently, we do not support using your own Amazon S3 storage bucket for customer files. The reason for this is the nature of S3 storage - being that, it is an object storage system and not a file system. While it can work in the limited way that we implement it, the better solution is a cloud file storage system such as Dropbox or Google Drive.
Can a customer apply a credit?
The apply credit feature is currently not available. It is undergoing a rewrite. We will be releasing more information about this feature very soon.
How do I locate my web portal address?
If you forgot the address of your portal, you can find it by going to our Locate Portal page and enter your email address. Locate Your Portal Address