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C
CarDon
September 22, 2023
Question

Accepting ACH/EFT payments and authorization form

  • September 22, 2023
  • 1 reply
  • 0 views

I created a Merchant Services account so the PAY NOW option was available to my tenants when I send monthly invoices.

 

I have a payment waiting but I cannot accept it because apparently I need to have a signed authorization form.

 

1) I have followed all links and paths suggested to access this form and I cannot get it. None of the links or suggestions bring the user to the ACH form. This is an issue I've seen in multiple threads and have yet to find the solution.

 

2) Do I have to get this paper form from every tenant, every month? They don't all pay on the same day, I just want them to have the option of paying through the invoice.

 

3) In the receipt area for type of transaction it says "eCheck Type : Signed Authorization" does that mean they've already signed one as they went through the process of paying through the invoice?

 

4) It has blocked out the checking account number in the receipt, do I have to get this from my tenant?

1 reply

MariaSoledadG
MariaSoledadG
September 22, 2023

Let me guide you on how you can accept and acquire the authorization form so you can process ACH/EFT payments, Cardon.

 

When using QuickBooks Payments, you can process secure, paperless, and hassle-free transactions using your Check. In order to get an eCheck authorization form, follow the steps provided below:

 

  1. Go to the Help menu and select QuickBooks Desktop Help.
  2. Enter "eCheck" in the search box, then select eChecks with signed authorization.
  3. Follow the instructions on how to get the signed authorization and choose the type of forms you prefer. You can now process an eCheck transaction.



     

Please know that, after you enter a customer's account and routing number the first time, the next time you process an eCheck for this customer, the same information will be filled in automatically. 

 

In QuickBooks Desktop, if your customer pays you with e-checks or sends paper checks, you can use QuickBooks Payments to process them. To provide you the detailed steps on how to get your customer payments into your bank account, read this article for more information: Process Checks In QuickBooks Desktop.

 

On top of that, learn how QuickBooks makes a match using the three Bank Feed modes available that are explained in this article: Add And Match Bank Feed Transactions In QuickBooks Desktop.

 

Feel free to leave your comment below. I'm only one post away if you need further assistance when receiving customer payments. 

C
CarDonAuthor
September 22, 2023

Are these instructions for Quickbooks Online?

 

My screen does not look like your screenshots and the options that you show in help don't come up for me. 

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