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belowradar
January 25, 2022
Question

ach newbie…need to get client paying me electronically

  • January 25, 2022
  • 2 replies
  • 0 views

fyi…client is a legit big, semi governmental operation 

 

i need help on getting paid by a client ACh ….i dont care if its my bank “grabbing” from their account…or the client “pushing” the funds to me…i just need the best and most efficient way of selling this to the client, making it easiest for them, and  going from there…i use PNC bank and based on my research so far i think it may be 6 dollars per transaction if i get my bank authorizing this pay.

 

this is a good segway bc i also need to direct deposit for my 3 emplloyees and was just trying to wrap my head around all this stuff and more specifically the technical and software aspects of the process…am i actually logging in someplace and clicking buttons or is this a “set it and forget” procedure

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
January 25, 2022

Which QB Desktop year version are you using? 

B
belowradarAuthor
January 25, 2022

not sure why thats relavent…i have 2020 with a payroll sub

Fiat Lux - ASIA
Fiat Lux - ASIA
January 25, 2022
@belowradar wrote:

not sure why thats relavent…i have 2020 with a payroll sub

 

@belowradar 

It is relevant. You can only integrate online payment feature with supported versions (i.e 2019-2022). Apply for QB Payment account as mentioned by LeizylM. Another option, you can use a 3rd party payment processor like this one. 

 

Comparison MF and QBD.jpg

L
LeizylM
January 25, 2022

Hi there, belowradar.

 

I'm here to help you on how to accept and take customer payments from any QuickBooks products.

 

You'll have to sign up for QuickBooks Payments so you can process payments right on QuickBooks Desktop.

 

Customers can pay their invoices with a credit card, debit card, or ACH bank transfer online. You can also manually process payments in person or over the phone. Here's an article to learn more about processing payments in QuickBooks Desktop.

 

Here are a couple of articles that you may find helpful:

 

 

I’m happy to offer assistance again if you have more questions about managing payments in QuickBooks. Post a new thread or reply here and I’ll be there. 

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