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jroneill
March 10, 2023
Question

Sending ACH payments through a 3rd party and sending ACH remittance advice

  • March 10, 2023
  • 1 reply
  • 0 views

Hi All, 

 

We use our bank to process ACH payments. It's a lot cheaper and faster than quickbooks. I still want to send out the remittance advice through quickbooks. I can send bill payment stubs, and in the custom template I let them know I pay by ACH, but the actual bill payment stub says that the payment is being made by check. Since I am processing this through a third party, I need to run these through QB basically like I would be doing a physical check. It doesn't look like the part of the template that says it's a check can be edited to say ACH or even removed at all. 

 

I love being able to send everything through quickbooks as it makes things faster and easier, but this is just something that has been bugging me. Any suggestions? 

    1 reply

    R
    ReymondO
    March 10, 2023

    Good day, @jroneill.

     

    For now, the option to change bill payment stubs to ACH is unavailable in QuickBooks Desktop (QBDT). 

     

    Once you record a bill payment, the only available payment method is check, credit card, and bank payment. 

     

    As a workaround, you can add the ACH info in your reference number when creating a bill. That way, it would reflect when printing the bill payment. Simply open your bill and add this info. Please see the screenshot below for your reference.

     

     

    I can see how this option would help you in handling your transactions in QuickBooks. Thus, I'll take note of this as a suggestion to improve your experience in QBDT. 

     

    You can also send feedback to our developers. They can review your request and might include it in future updates. Here's how:

     

    1. Go to Help and select Send Feedback Online.
    2. Click Product Suggestion.
    3. Enter your suggestions and click Send Feedback.

     

     

    Need help reconciling your accounts and closing out the current period? Check out this article if you need a guide: Reconcile an account in QuickBooks Desktop.

     

    Do you have more questions about recording your transactions? Or do you need help with a specific task? Let me know and I'll keep an eye out for your reply. I'll see you soon. 

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