What is Autobooks?
Autobooks is a tool within Online Banking that allows small business owners to automatically perform accounting tasks, send invoices, and accept payments online.
Do I have to download new software to use Autobooks?
Nope! Autobooks is accessible within GSB’s Online Banking. You can send invoices and accept payments within Autobooks and they’ll settle directly into your GSB checking account. Autobooks automatically logs each invoice sent and payment received.
Can I use Autobooks to accept payments online?
Yes! Simply create a customer profile within Autobooks by adding the customer’s email, then generate an invoice. When you select that customer as the recipient, they will be sent an email with a link to the invoice. If your business is payment enabled within Autobooks, your customer can click that link and pay online with a credit card, debit card, or even bank transfer.
There is a 3.49% transaction fee to accept all major credit and debit cards. You can also accept ACH transactions for a 1.99% fee ($5 maximum). Mailed in checks can also be processed automatically for a 1.99% transaction fee ($5 maximum).
*Fees are assessed by Autobooks and subject to change
How do I sign-up?
Get started by clicking “Send an Invoice” or “Accept a Payment” under Accept Online Payments to the right of your Accounts screen in Online Banking and follow the prompts to complete the enrollment process. Once you’re fully enrolled, schedule a demo. An Autobooks rep will walk you through the on-boarding process and answer any questions you may have.