Integrating with Office 365
Note: This article is intended for the stand-alone Get Paid product that is now a tier of GoDaddy Online Bookkeeping. As such, some of these instructions may not apply to your Online Bookkeeping account.
Online Bookkeeping - Get Paid Integration with Microsoft 365
Now, Microsoft 365 users can put a Pay Now button in their emails to their customers, thanks to the super-simple integration with Online Bookkeeping - Get Paid. With this new integration, our Microsoft 365 users can click "Request Payment" right from the email read pane.
The small business administrator can enter the amount owed, what it's for, the due date, the PayPal account email address, and/or instructions as to where to send the check.
Below is an image of what the customer will see. Custom text can be added as needed.
Funds are deposited into the small business's PayPal account, and transferred to the small business's bank account at the merchant's discretion.
Once they request a payment, they will have activated their Online Bookkeeping - Get Paid Starter Account, which can track not only this payment, but create invoices, enable more online payments, etc.FAQS
How does the Microsoft 365 user access their new Online Bookkeeping - Get Paid Starter account?
The user will receive an email with information about how to start and log in to their new Online Bookkeeping - Get Paid account. It won't be available in their MYA initially.
What if the Microsoft 365 user already has an Online Bookkeeping - Get Paid account?
The Request Payment transaction will land in their existing account.
What does this provisional account allow them to do, and for how long?
This is a free Online Bookkeeping - Get Paid account. This offer for a free Online Bookkeeping - Get Paid account for Microsoft 365 users is available for a limited time, but the account the user receives is fully functional and it's free for now.
Once I have a Online Bookkeeping - Get Paid account, can everyone who has an Microsoft 365 email box access it?
Users log in to their new Online Bookkeeping - Get Paid account using their GoDaddy credentials. Only users who have GoDaddy credentials can have access to Online Bookkeeping - Get Paid.