Business Payments general update

Business Payments is excited to share an update!


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We are excited to share new features that have been recently implemented by our team into Business Payments app to make your process of syncing easier and more enjoyable!

August 2019

 

  • Invite the Account Owner to Connect a Payment Platform

We are glad to announce that a new feature has been released. Now our customers can invite the account owner of a payment platform to connect it with Business Payments.
By choosing “PayPal”, “Stripe” or “Square” a user has an option to connect a payment platform right away(1) or to invite the account owner (admin) to connect the payment platform.

Connect company
Once the account owner (admin) connects company, a user will receive an email notification to continue further configuration and to start successfully syncing transactions.

Invite owner

 

July 2019

 

  • Locations feature is released:

For Square transactions – the app includes not only the locations from QuickBooks but also locations from Square.

For Stripe and PayPal transactions –  transactions’ location dropdown in settings will be available only if it is enabled in QuickBooks Online.

  Note: Stripe has its own locations, and it is not supported by the Business Payments app.

location_feature

May 2019

 

  • Square integration is officially released. Now Square, Stripe, and PayPal transactions are available for syncing with QuickBooks.

 

  • Extended functionality for tax management. Now all of your transactions can be recorded in the accounting system with your preferable taxes. Just click on the setting icon -> click “Taxes” and see new tax options.

tax option

  • Viral sharing: Invite friends and get 100 non-expiring syncs per 1 new user. The users now can invite friends through the referral link. Once an invited user runs Business Payments in QuickBooks, both the recipient and the sender receive 100 syncs that have NO expiration date. You may share the referral link with your friend directly or publish on preferred social media (Twitter, LinkedIn, Facebook). Click “My Profile” (upper right corner) -> “Account”. Scroll down, and you will see a box with the referral link:

referral link

 

  • How to guides tabBesides, we have implemented guides with detailed instructions into the app.

guides

      However, our customer support team is always glad to assistant you! Feel free to ask your questions via our in-app support chat or by this email – support@cloudbusinessltd.com.  

 

  • Automatic enabling of shipping in QuickBooks Online. Usually, if the user forgets to enable shipping in QBO while syncing transaction, the error message will show up. Thus, we implemented this new function – automatic enabling of shipping in QuickBooks Online, and our users always can sync their transactions successfully.

 

February 2019

  • Business Payments users can now custom-tailor their synchronization reports to receive them as often as you prefer. To set the preferred setting, go to My Profile (upper right corner)->Settings->Account tab.BP-notification-settings
  • Added ability to set up name field priority for Stripe customers. You can now set up the priority of fields that Stripe Customer info can be taken from to use it as a Customer DisplayName in QBO. For example, Customer description – > Cardholder name -> email -> recipient from the shipping address. To configure your custom order please go to My Profile->Settings->Sales tab.Stripe Customer Name Final
  • Smart linking payments to Invoice/Bill. The app can now link several Invoices/Bills to one Payment. It helps to avoid unwanted overpayments applied to one invoice.
  • Bug fixes, general improvements.

 

January 2019

  • We deployed new pricing options as well as customizable plans for the customer to determine the amount of PayPal and Stripe syncs they need. Now you can choose between 4 fixed plans (billed monthly or annually at a discounted rate) or a customizable plan tailored to your needs.
Here is a list of available fixed plans:
Small – 500 syncs a month
Medium – 1000 syncs a month
Large – 2500 syncs a month
Reseller – 5000 syncs a month

Monthly

Monthly

Yearly (20% off)

Screenshot 2019-08-27 at 18.39.11

  • Along with new pricing plans we released minor fixes and functionality improvements.

We hope that new updates will make daily lives of our users more productive and more convenient! If you have any questions, our friendly customer support team is always ready to help through the in-app chat or at support@cloudbusinessltd.com.

michael

This entry has 6 replies

  1. A client says:

    Thank you very much! Great option to be able to choose customer name. Good job! You are the best!

  2. varmah k Folly says:

    yes update these for me

  3. Barbara Apostolo says:

    When will it show these options?

    • ilya kisel says:

      Thanks for the question. The features are already released and you can find and configure them under My Profile->Settings tab. If you face any challenges with the configuration feel free to apply via our in-app support chat or at support@cloudbusinessltd.com and we will be glad to assist!

  4. Monet Pierce says:

    I am interested in this service, how do I start??

    • aleksandra.kozyritskaya says:

      Hello Monet! Thank you for your question. You can start using the app here >> https://b-payments.com. In case of any questions, you always can apply via our site or in-app support chat, as well as at support@cloudbusinesshq.com. We will be glad to assist!

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