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tmiller1958
January 11, 2024
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Connecting Non profit bank accounts

  • January 11, 2024
  • 1 reply
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I am attempting to connect a bank account to accept recurring payments in our QB online. But I am being asked to verify I am the business owner and enter my social security number. I am not the business owner, and don't wish to have my social security number associated with this account. Can anyone suggest a work-around? Thanks so much.

Best answer by Carneil_C

It's nice to see you joining this thread, @tmiller1958.

 

I'm here to chime in and share some additional insights about connecting non-profit bank accounts into QuickBooks Online.

 

As provided by my colleague above, that information is required to complete the process. Since you don't want to provide those details,  you might consider looking for a third-party app to accept recurring payments outside of QBO. I'll show you how:

 

  1. From the left panel, click Apps.
  2. Go to the Find Apps tab.
  3. Use the search bar and enter the keyword to look for an app.
  4. Choose an app from the list.

 

Here's a resource you can look up to learn how to accept electronic customer payments for online invoices and in-person sales in QBO: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

Stay in touch if you have any other questions or concerns with your bank accounts. I’ll be right here to answer them for you.

1 reply

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Rea_M
January 11, 2024

We'll offer you the best recommendation for linking a bank account to receive payments in QuickBooks Online (QBO), tmiller1958. I'll provide the complete details below.

 

You'll have the option to choose a different bank account to process customer payments in QBO with QuickBooks Payments. Since additional information (owner's data and social security number) is required for verification, we recommend reaching out to the business owner to complete the process.

 

When the business owner is ready to connect the bank account, you can share this article with them for guidance: Deposit bank account for QuickBooks Payments.

 

Also, would you like to know how long it takes for customer payments to reach your bank account after processing? You can find the details in this article: Find out when QuickBooks Payments deposits customer payments.

 

Reach out to me again if you need further assistance linking a bank account for customer recurring payments. I'll jump right back in to make sure this is taken care of for you. 

T
tmiller1958Author
January 11, 2024

THERE IS NO BUSINESS OWNER. This is a nonprofit corporation. As an admin, I do not want to attach my social security number. 

C
Carneil_CAnswer
January 11, 2024

It's nice to see you joining this thread, @tmiller1958.

 

I'm here to chime in and share some additional insights about connecting non-profit bank accounts into QuickBooks Online.

 

As provided by my colleague above, that information is required to complete the process. Since you don't want to provide those details,  you might consider looking for a third-party app to accept recurring payments outside of QBO. I'll show you how:

 

  1. From the left panel, click Apps.
  2. Go to the Find Apps tab.
  3. Use the search bar and enter the keyword to look for an app.
  4. Choose an app from the list.

 

Here's a resource you can look up to learn how to accept electronic customer payments for online invoices and in-person sales in QBO: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

Stay in touch if you have any other questions or concerns with your bank accounts. I’ll be right here to answer them for you.

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