GoCardless is a payment solution from bank to bank which allows you to manage in a very simple way the direct debit payments from your customers. Connected to QuickBooks , the first accounting software for SMEs and entrepreneurs, you save precious time to manage, record and track all your payments .
4 steps to speed up your payment management
GoCardless has a direct integration that allows you to use it from QuickBooks Online. The connection between these two apps is therefore very easy. Here are the 4 steps to follow:
1/ Connect your client to GoCardless
Choose a customer and send them a login link to GoCardless from your account QuickBooks .
Your customer then enters his bank details online securely, authorizing you to collect payments by direct debit in his bank account. The advantage? They only have to do this once and will not have to re-enter their details afterwards.
2/ Send your invoice
Then you simply need to send to your customer an invoice generated via your QuickBooks as you usually do. GoCardless will schedule the payment according to the due dates you agreed with your client.
3/ Get paid without intervening
On the due date, GoCardless will automatically debit the amount due directly from your customer's bank account. Neither you nor your client need to intervene. Everything is done in an automated way. Your customer will also receive a notification of GoCardless to notify him of the upcoming collection.
4/ Automatic reconciliation in QuickBooks
Once collected, the payment is automatically processed and paid directly to your bank account. QuickBooks for its part will reconcile, again automatically, the payment and associated fees. Your online accountant only has to check that everything has been recovered correctly and that's it.
You would have understood it! Connect GoCardless to QuickBooks this eliminates many tedious and non-value-added hours of work while limiting the risk of manual entry errors. And you can use this time saved to develop your business more peacefully!
If you need help, our teams will help you configure these two apps and automate your finance process!
Contact us to find out how we can help you take full advantage of GoCardless to optimize your outstanding payments!
With Blendy , French digital accountant take advantage of digital accounting to accelerate your finance process and develop your business.
Pennylane , Dext , QuickBooks and Stripe experts, we support digital and IT service companies, e-Commerce, SaaS, SMBs, in France and internationally.