cash transaction history

Is there a way to print a report of all mobile GoPayment transactions including cash and check?

Answer

Welcome to the Intuit Community, willaparain.

Let’s print a report of all your mobile GoPayment transactions.

Currently, GoPayment tracks individual user sales only in the GoPayment Exported Sales Tax Report. To print a report including cash and check transactions, you’ll need to export the transactions from the Merchant Service Center (MSC).

Let’s first put a Memo to Self section on the MSC website to help you identify each transaction. Then, you can track them by following the steps below:

  1. Sign into the GoPayment App on your mobile device.
  2.  If you’re using Android, select Settings and turn Memo to Self On. If you’re using Apple, fill out the order details and select View Details.
  3. You will have a Memo to Self section while you’re processing a transaction. Then, enter the GoPayment user's name/employee ID.
  4. Sign into the Merchant Service Center.
  5. From the blue drop-down bar at the top of the screen, select Activity and Reports, then Transactions.
  6. Enter the dates for the transactions you’re trying to locate, then choose Search.
  7. In the Comment section, you’ll have the recorded information entered in the Memo to Self section.
  8. If you don’t see the Comment section, you can select the Add/Remove Columns drop-down list and place a check on Comment.

After that, you can download the information so you’ll be able print the report. Here’s how:

  1. Sign into the Merchant Service Center.
  2. From the Activity & Reports menu, select the information you intend to export.
  3. Select the date range you wish to view and click the Search button.
  4. Click the Export or Print link once the results are displayed.
  5. Once completed, you may receive an option to Download or Open the information selected.

For more information, you can check out these articles:

This will get you back to your business, willaparain. Feel free to add a comment below if you have other concerns. I'll be here whenever you need my help. Have a great day!

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IntuitRaymondJay , Community Support Specialist
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