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M
mimi-jelly
January 7, 2020
Question

I can't add my customer's bank info for receiving ACH in sales receipt in desktop app (windows)

  • January 7, 2020
  • 1 reply
  • 0 views

I subscribe to QB Online , and I have QB Payment merchant account connected. 

 

When I use the app on Windows, I can enter my customer's bank info in Sales Receipt to process ACH.  However, if I log into QBO in a browser,  do the sale sale receipt, and choose Check as payment method, there is no "Enter Bank Info" button like it does in the desktop app. So basically, I can't process ACH in the browser.   Why is that? I think the QB in the browser should work exactly the same as desktop app does, right? Please help. 

1 reply

M
MirriamM
January 7, 2020

Welcome to the Community forum, @mimi-jelly. 

 

Thanks for the details. Functionalities when accessing QuickBooks Online account via browser or desktop app are just the same. It just differs in terms of the user interface. 

 

When creating a Sales Receipt via desktop app, make sure that you're using the same payment method when accessing through a web browser. Doing so helps isolate the issue since using different payment methods matter.

 

For additional information, you can read this article that you may find helpful in the future: Set up a recurring sales receipt.

 

You can always get back to me if there's anything else I can do for you concerning your QuickBooks account. I'll be more than happy further assist. Have a great day!

 

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mimi-jellyAuthor
January 7, 2020

@MirriamM Thanks , but I did only use the same payment method, which was ACH , same customer,  and bank account numbers etc.  I also read the article on setup a recurring receipt. I event went through the same Create a Sales Receipt process in the desktop app and browser side by side to compare.  What I found is that the Enter Bank Info button only appears in the desktop app, not in the browser.   Please help.   I subscribe to QBO Essentials.   Thanks.

JenoP
JenoP
January 7, 2020

Thanks for getting back to us and sharing additional detail, mimi-jelly.

 

We'd want to take a closer look at this to determine why you're not able to see the same option in the web version. Please call our phone support for QuickBooks Payments so they can get all the details and sort this out. 

 

Here's how to reach out to them:

 

  1. Log in to the QBO web version and click the Help menu in the upper-right hand corner.
  2. Click the Contact Us button.
  3. Inform them that you're missing the option to enter the customer's bank info when creating sales receipt in the web version.
  4. Click Let's talk.
  5. Select the Get a callback option. 

You can also use this link to reach out to our Chat Support Team for QuickBooks Payments: Payments for QuickBooks Online & Merchant Services Center. 

 

Let me know if you need anything else. 

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