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Lisa2112
August 8, 2024
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TD Bank Plugin with QBO

  • August 8, 2024
  • 1 reply
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Good Afternoon, I apologize ahead of time for my lack of knowledge in this area but that's why I'm here, hoping someone can shed some light.  We use TD Bank for all our banking.  Our accounts are directly connected with QBO.  When our invoices are sent there is a review and pay link in the email the customers use to make payment.  The system records the payment and when the payment hits the bank it comes through and gets applied with the daily banking update.

 

TD is stating is we use their plug in they can save us some money from what we currently pay for fees to QBO for receiving cc and ACH payments.

 

Is anyone out there who uses this plugin?  What would differ in process if we do this?  Right now I really don't have to do a thing as all the info is imported from the bank.  Will there be further steps involved if I use this plugin?  What happens to the review and pay link that is sent in the email body when I invoice?

 

Any input is greatly appreciated.  

 

Lisa

Best answer by jeanbiverly_

A pleasant afternoon to you, @Lisa2112. It’s truly commendable that you’re seeking out more details about TD Bank's plugin for payment processing. Your proactive approach is sure to lead to the best decision for your business.

 

Given our limited resources on this, I highly encourage you to connect directly with TD Bank. They can provide specific answers regarding how their plugin integrates with QuickBooks, the recording and reconciling of payments, any additional steps for payment tracking, and the overall impact on your workflow.

 

I’m attaching a couple of articles that provide further insights into QuickBooks Payments:

 

 

Please know that I’m here for you, so don’t hesitate to reach out if you have any other questions or concerns. Your success is important to me, and I’m glad to support you along the way. Have an amazing day, Lisa!

1 reply

J
jeanbiverly_Answer
August 8, 2024

A pleasant afternoon to you, @Lisa2112. It’s truly commendable that you’re seeking out more details about TD Bank's plugin for payment processing. Your proactive approach is sure to lead to the best decision for your business.

 

Given our limited resources on this, I highly encourage you to connect directly with TD Bank. They can provide specific answers regarding how their plugin integrates with QuickBooks, the recording and reconciling of payments, any additional steps for payment tracking, and the overall impact on your workflow.

 

I’m attaching a couple of articles that provide further insights into QuickBooks Payments:

 

 

Please know that I’m here for you, so don’t hesitate to reach out if you have any other questions or concerns. Your success is important to me, and I’m glad to support you along the way. Have an amazing day, Lisa!

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