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C
CDB-too
July 29, 2022
Question

Pay Bills via EFT

  • July 29, 2022
  • 1 reply
  • 0 views

I pay most of my bills via Direct Bill payment or EFT.  I print maybe 2 or 3 cheques a year.  Is there any way to change the QBO default for payment from Print Later to "EFT"?  It is rather annoying that in QBDT if I changed the payment type, it remembered what I used for the next payment.  QBO however, seems to insist that I will print a cheque, whether I want to or not.

 

Any thoughts?

    1 reply

    Jen_D
    Jen_D
    July 30, 2022

    Thanks for reaching out to us about this billing concern, @CDB-too.

     

    The system uses a default template for cheques so it's non-customizable for now. This means that we cannot update the To Print label to EFT.

     

    I want you to know that the changes in the program is released based on certain several factors. We're unable to provide the turnaround time on when new features are released in QuickBooks, since this is handled by the Developers Team.

     

    Please know that you can share your suggestion within the program through sending a product feedback. Follow the steps below in a web browser:

     

    1. Click the Gear icon and choose Feedback.
    2. Enter your suggestion for our engineers on the Feedback box.
    3. Once done, press Next to send it.

     

    All our program features and enhancements are launched and created with you in mind. To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

     

     

    For now, you can visit our app website to find a cheque printing software that you can integrate in QuickBooks. Go to the following link, select the Canada flag and type in "print cheque": QuickBooks Apps

     

    If you have any questions or need further help with QuickBooks, feel free to visit us anytime. You can also mention my name on your posts and I'll be more than happy to help. Have a nice day!

    C
    CDB-tooAuthor
    August 4, 2022

    Thanks for your response, however, if I had known how many of these "We don't do that" responses I would get, I probably would not have advocated for migration away from QBDT.  I will put in a request for an upgrade to allow a default of EFT as opposed to printing a cheque as suggested.

     

    Since, as I mentioned, I print fewer than a dozen cheques a year, I am confused by the rest of your response. You also suggested:

    @Jen_D 

    "For now, you can visit our app website to find a cheque printing software that you can integrate in QuickBooks. Go to the following link, select the Canada flag and type in "print cheque": QuickBooks Apps"

     

    I do not understand why I would find an integrated cheque printing software when I DON"T PRINT CHEQUES. Perhaps I have misunderstood your suggestion, and so I would appreciate clarification.

     

     

      T
      Trish_T
      August 4, 2022

      Hi CDB-too,

       

      Thanks for getting back to us here for further clarification of the valuable advice provided previously in this thread.  I'd like to suggest an alternate option for paying your bills so they can be recorded in QuickBooks Online as an EFT, rather than a cheque.

       

      QuickBooks Online provides a few ways to complete your daily tasks that best suit your personal preference.  Since you don't often write checks I recommend recording your bill payment as an expense, rather than a cheque.  This will still accurately record the transaction so you can match it with your real-life bank account and reconcile effortlessly.

       

      Here's how to create an expense;

      1. Open +New in the left menu and select Expense

      2. Use the ▼ dropdown menu to enter the Payee

      Note; A sidebar will open if you have other bills for the specified payee.  You can decide if you'd like to add them to the expense and pay multiple bills in one transaction.

      3. Enter the Payment account, Payment date and Payment method

      4. Complete the remaining required fields

      5. When finished hit Save and close

      That's it!

       

      Should you require additional assistance, please don't hesitate to contact us.  Your success is our number one goal and we'd love to help!

       

      Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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