GoToMyAccounts Gen IV

  • Introduction to GoToMyAccounts Gen IV

    Introduction GoToMyAccounts Gen IV is a major release, hence the increment to the generation number (four). A full year of work has gone into this release. Several issues that made user management difficult have been addressed and resolved. Lots of old legacy code has been rewritten and refined....
  • The New Customer/User Account Schema

    How customer/user management worked previously Prior to GTMA IV, each portal customer account was bound to a single primary user account. That is, there was one user login account and it was associated to a single customer. Secondary users could be created for a customer, but these had to be uni...
  • I have a customer user who cannot login after the GTMA IV release

    If you have a user who is having difficulty logging in after the GTMA IV release, a likely cause may be that a duplicate record exists in the user database. When the user requests a password reset, it may be resetting the duplicated account rather than the one intended. In order to know if there...
  • What's next for GoToMyAccounts? (screencast)

    Watch this 30 minute screencast where I will lay out the current development trajectory for the GoToMyAccounts platform. (http://www.youtube.com/watch?v=zsE9wpsCSwE)
  • Billing Automation Changes in GTMA IV

    The Automations tab no longer exists in GTMA IV. This is due to the way that automation and notifications works. All customer users have the ability of receiving billing notifications. On the users tab, the last option in the user grid is to enable or disable billing notifications. By default, t...
  • How to enable or disable customers in GTMA IV

    This short screencast primer will walk you through enabling or disabling customer accounts in the new GoToMyAccounts Gen IV edition. (https://www.youtube.com/watch?v=wbSYxcgNLXk)
  • I found a bug in GoToMyAccounts Gen IV

    If you run into a bug or issue with GTMA Gen IV, please contact us and we will get it resolved for you as quickly as possible. Contact Us (https://help.gotomyaccounts.com/conversations/new)
  • I have custom code that is not working in GTMA IV

    If you have custom code and find something not working in GTMA Gen IV, please create a support ticket and we will get it resolved for you as quickly as possible. Contact Us (https://help.gotomyaccounts.com/conversations/new)
  • Possibility of a duplicated customer user

    The possibility of there being a duplicated customer user exists at the time of this article being published. Checks for this condition were made and a few accounts were seen to have some duplicates. This likely occurred in the past and it was not caught by some older legacy code. In most cases, ...
  • QuickBooks Online is not syncing after release of GTMA IV

    If you are not seeing a warning message but believe your account is still not synching, go to the Integrations page as the main account admin. On the QuickBooks Online card, click disconnect. Once disconnected, click to connect again. Note: If you are using QuickBooks Payments, be sure to also s...
  • QuickBooks Payments is not working after GTMA IV release

    ||| There is an automated migration from Intuit's Oauth 1.0 implementation to the 2.0 implementation. In some cases, we have seen the QB Payments option not getting set when the token is converted. If you are having any issues with your QuickBooks Payments integration after the GTMA IV release, ...
  • Suspending customer users

    Because any customer user in the portal can potentially have access to any customer (if granted access), we do not suspend users globally. If you no longer wish for a customer to be able to access one or more customers, just remove their access to those customers. If a customer user has no access...