Integrating transaction data from GoCardless and matching to invoices

Feature Request
1

The integration with GoCardless is brilliant for collecting payments from customers.

However, the process for importing the transaction data from GoCardless and manually matching it to the individual invoices is a bit tedious though. On small transaction volumes it’s fine, but as volumes increase it’s not a scalable solution.

  1. Rather than a manual import of transactions, it would be helpful if the individual transactions on GoCardless can pull through automatically to Quickfile, similar to bank integrations, and

  2. the ultimate prize would be that the individual amounts collected by GoCardless (whether manually imported or via the integration suggested above) are then automatically matched to the invoice raised in Quickfile. Because the invoice / collection transaction is initiated from Quickfile, hopefully there is a way to tie back the collection entry generated by GoCardless to the Quickfile invoice.

  3. Bonus prize - the only other GoCardless entries are their “bank” charges and the balance transfer from the GoCardless account to the business bank account. It would be nice if the balance transfers are automatically matched to the bulk receipt in the business bank account, and the entry raised for the bank charges.

Thanks!

2

Hi,
In the meanwhile you could things done via zapier.
Your point 2 is not possible but 1 and 3 should be possible

Hope this helps

3

Hi @rhc, I really appreciate you taking the time to post a practical work around.
I’m definitely going to try that.