Payments-only User Accounts in QBO

by | Feb 12, 2020


Look What I Found!  QuickBooks Payments Merchant Services allows you to take payments when you’re out and about in the field. Do you provide onsite services, sell products at farmer’s markets, or take money at events? Not only can you swipe credit cards on the spot…now your staff can, too! Let’s take a look at Payments-Only User Accounts in QBO.

Go to Gear > Manage Users, and click Add user. Choose the user type “Take Payments Only.” These Payments-Only User Accounts do NOT count against your QBO subscription’s user limit!

They are, however, limited to using the GoPayment app on their phone, instead of the full QBO app. This app allows them to punch in a dollar amount and swipe a credit card. It has no ability to create Sales Receipts, or assign products & services. It isn’t as robust a regular user’s experience in the regular QBO app.

But for a quick-and-easy way for your staff to take payments on the fly, this new option solves a huge need for many businesses.

Be sure to check out my complete QBO Mobile App self-paced course here.

About Alicia Katz Pollock

Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.

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