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usertbarkus
May 8, 2021
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How do I get my invoice payments to go directly to my bank account instead of QB cash?

  • May 8, 2021
  • 1 reply
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Original commenter did not share additional details
Best answer by Jen_D

Good day, @usertbarkus,

 

Normally, the system will automatically post the funds to the bank account set up for your customer payments in the Merchant Service Center. You can find this when you go to your Merchant Service Account and going to the Account menu. You'll see the default bank under Account Profile, Deposit Account Information section.

 

See this:

 

If the account there is different from your QuickBooks Cash Account, you will need to contact our Payments Support to help you. To contact us, click the following link: Contact Payments Support

 

If you have any questions, please let me know in the comment below. I'll be right here if you need further help with customer payments posting in QuickBooks. Have a lovely day!

1 reply

Jen_D
Jen_DAnswer
May 8, 2021

Good day, @usertbarkus,

 

Normally, the system will automatically post the funds to the bank account set up for your customer payments in the Merchant Service Center. You can find this when you go to your Merchant Service Account and going to the Account menu. You'll see the default bank under Account Profile, Deposit Account Information section.

 

See this:

 

If the account there is different from your QuickBooks Cash Account, you will need to contact our Payments Support to help you. To contact us, click the following link: Contact Payments Support

 

If you have any questions, please let me know in the comment below. I'll be right here if you need further help with customer payments posting in QuickBooks. Have a lovely day!

U
usertbarkusAuthor
May 11, 2021

Thanks. That was the answer. Unfortunately, I am a novice and using QB Online. QBO seems to have a different layout and terminology, (or I am exceedingly dense, a true possibility). I chatted support and they got me straightened out. As an observation, it is not real obvious that the "merchant" needs to be setup. It talks about online transactions. I am not doing any of those that are customer facing. True, ACH is "online", but, to my mind, not in a manner non-technical would think. (I am not non-technical, and I briefly considered the fact that ACH was online, but decided, Intuit probably once thinking that fine of grain.

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