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M
mrjonine
May 5, 2024
Question

ACH and Payment Method Tagging

  • May 5, 2024
  • 1 reply
  • 0 views

Anybody know if there is a way to set up QBO so that when I receive ACH payments from clients it automatically tags the payment method "ACH".  Default its set to blank, meaning I have to match the transactions in the bank register, and then manually edit the payments to select the payment method to "ACH" so I can see that on my reports.  Any help appreciated!

1 reply

L
LollyNino_C
May 5, 2024

Thank you for posting here in the Community, mrjonine.

 

I'm here to lend a helping hand in setting up your ACH payments in QuickBooks Online (QBO).

 

To show the pay invoice button, you can link your ACH Payments account to QuickBooks Online and select the applicable payment method on the invoice.

 

To connect your Payments account:

 

  1. Select the Gear icon at the top, then Company Settings.
  2. Select Payments from the left menu.
  3. (Don't see Payments? No problem. Select QuickBooks Payments instead.)
  4. Select Connect.
  5. An additional window or tab opens to an Intuit Payment Solutions branded page. The connection service automatically looks for any QuickBooks Payments accounts that have the same login as the user who is currently logged in.
  6. Review all important disclosures then confirm that the correct account was selected. If everything looks right, select Link account.
  7. Once done, sign out of QuickBooks Online then sign back in.

 

You can check this article for figures and detailed information: Connect your Payments account to QuickBooks Online.

 

Leave a comment below if you have any questions regarding vendor credits in QuickBooks. The Community and I will be around to help you.

M
mrjonineAuthor
May 5, 2024

Sorry I don't think you understood my question.  I am not asking about how to set up ACH in QBO.  I am asking about how to auto-populate the payment method field for incoming ACH payments so it selects payment method "ACH" and I don't need to manually edit each payment to add select that field.  Is this something QBO can do?  Thanks again! Jonny

H
Heide DC
May 5, 2024

I appreciate you for replying to this thread, @mrjonine. Let me share more details about setting up your ACH payments in QuickBooks Online (QBO).

 

Currently, posting an invoice to auto-populate the payment option isn't available yet in QBO. Therefore, the payment method must be manually specified when creating invoices.

 

We value sharing your ideas about bringing this option. I suggest sending feedback to our product developers so they can review which part of your program needs to improve and determine which features to implement in future updates. To do this, here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.

 

Please know that we're here to assist you with your ideas for our product engineers to select and prioritize for the feature enhancement. That said, we don't have a specific time frame for when this option will be available. You can visit our Customer Feedback Page to track this feature request.

 

In addition, you can visit this article to learn how to track bills and record payments: Enter and manage bills and bill payments in QuickBooks Online.

 

Keep me posted if you have any other concerns about the ACH payment method in QBO. We're always here to lend a hand. Keep safe.

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