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.
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 fi...
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...
Can my customers be setup for automatic payments?
Not yet. But this is a feature that is in the works.
How does QuickBooks Online Auto-Sync?
For those customers with QuickBooks Online integration, we have an auto-sync feature that will keep your data in-sync with your QB Online account automatically.
Here's how it works:
When you initially connect to your QB Online account, you will still perform the first sync manually. Just syn...
How do I create a Support Ticket?
All inquiries are now routed through our help system (both in-app and on the main website). To begin an inquiry or start a conversation, just click the help icon at the bottom right of the screen. There are also other places within the app and website with direct help links. You can also opt to s...
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 (https://www.gotomyaccounts.com/locate-portal/) page and enter your email address.
Locate Your Portal Address (https://www.gotomyaccounts.com/locate-portal/)
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...
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.
New Pricing Schema Explained
How is the new schema more flexible?
In the past, all GoToMyAccounts plans had to be based on a customer...
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 ...
What is Sandbox Mode in payment gateway 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 t...
What payment methods, gateways, and processors are supported?
GoToMyAccounts currently supports the following payment methods and processors:
Authorize.net (Credit Card)
PayPal Express Checkout
PayJunction (currently unavailable, API being rewritten)
QuickBooks Payments (Credit Card)
QuickBooks Payments (ACH)
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.
In order to make data synchronization m...