Features

  • Bank Wire Transfer Payment Method

    The Bank Wire Transfer payment method works a little different than other payment methods. It simply collects information about the incoming transaction. Thus, you should populate the footer notes of the payment method with instructions to your customers. This would typically include your bank na...
  • Customer Files

    Overview The Customer Files feature allows you to upload and associate files with your customers. You can also enable the option for your customers to have the ability to upload files. Don't feel like reading? This 20-minute video walk-through will show you everything. GoToMyAccounts Customer ...
  • FulContact Social Integration

    FullContact is a great way to pull social media data, icons, links into your portal so you can gain useful insights into you customers, their demographics, interests, and trends. This article will show you what the integration looks like, how to create a free FullContact account, and how to setup...
  • How Does eCheck (check draft) Payment Method Work

    The GoToMyAccounts eCheck (aka Check Draft) payment method is different than all the other payment methods supported. Don't confuse this payment with the QuickBooks Payments "e-check" method which is actually an ACH payment method. A more accurate name for this payment method is in fact, "check...
  • How do I allow customers to view invoice attachments? (QB Online)

    If you attach files to a QuickBooks Online invoice, your customer can view these attachments when opening their invoice in the portal. Can customers view ALL invoice attachments? It depends. In the settings page, you can click to enable or disable whether to only show attachments that have been ...
  • Offline Credit Card Payment Method

    The Offline Credit Card payment method is an alternative credit card payment for cases where GoToMyAccounts does not have a direct integration with the card payment provider. When using this method, everything looks and works just like a standard credit card transaction, except nothing is authori...
  • Setting up USAePay

    USAePay support works similar to the other payment gateways. It supports saving of cards for future use. Credit card payments are now supported and ACH will be implemented soon. Steps to setup USAePay Login to your USAePay console. Select Settings. You will see an option for "Source Keys" ...