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ryanl666
April 3, 2021
Solved

I need 2 separate payment accounts linked to different invoices. So Invoice A linked to payment a/c A. And then invoice B linked to payment A/C B

  • April 3, 2021
  • 5 replies
  • 0 views
Original commenter did not share additional details
    Best answer by mv32

    Hi @ryanl666.

     

    Currently, we're unable to use two different accounts to receive customer payments in two invoice templates. I know this could be beneficial when we're able to use two different payment links for two different invoices.

     

    In the meantime, what we can do is manually changing the payment link and pick a different bank account when you need to.

     

    Please know that when you change your account after 3 PM PST, we'll start using your new account the following business day. If you already process payments before 3 PM PST that day, we'll put them in your old account.

     

    Here's how to change the account QuickBooks deposits payments into:

    1. Sign in to QuickBooks Online in a web browser.
    2. Go to Gear⚙ and then select Account and settings.
    3. Select the Payments tab. In the Deposits section next to Standard Deposits, select Change bank.
    4. Click Add new bank account.
    5. Enter the Routing Number and Account Number of the bank account you want to change to.
    6. Select Save.
    7. Review the bank account info and is selected, then select Submit.

     

    After that, you can share a link with the other customer as a new way to get paid.

     

    In case you wanted to follow up on payment for an invoice, you can use invoice reminders to ping soon-to-be overdue invoices.

     

    If you have other questions about invoice templates and deposit payments, please let me know. Anytime I can help. Stay safe!

    5 replies

    Jen_D
    Jen_D
    April 3, 2021

    It;s great to see you here, @ryan666,

     

    What you need to do is create 2 payments and deposit it to the accounts where it needs to go. Here's how to do it:

     

    1. Click the + New icon and pick Receive Payment.
    2. Enter the customer name and select the invoice to pay.
    3. In the Deposit to field, add the account where you want to deposit the funds.
    4. On the Payment column, enter the partial payment amount paid.
    5. Click Save and close once you're done.

     

    The status of the invoice will automatically be tagged as Partial. Check out this link to help you create customer payments: Record customer payment in QuickBooks Online.

     

    If you have any questions about applying payments, please let me know in the comment below. Have a good one!

    R
    ryanl666Author
    April 3, 2021

    Sorry Jen_D this is not what I am looking for.  Sorry I did not explain it well.  But thank you for helping!  Let me try explain it again.  I need to create 2 invoice templates.  Template A and Template B.  Template A will be used for certain customers and Template B will be for other customers.  When I want these customers to click pay me, I want them to be able to pay via ACH.  But for Template A I need the money to come into my 1 bank account.  And for template B I want the money to come into my other bank account.  

    So invoice template A, must have "Pay now" and when receiving payment, money must come into bank account A.

    And invoice template B, must have "Pay now" and when receiving payment, money must come into bank account B. 

     

    Does that make sense?

      M
      mv32Answer
      April 3, 2021

      Hi @ryanl666.

       

      Currently, we're unable to use two different accounts to receive customer payments in two invoice templates. I know this could be beneficial when we're able to use two different payment links for two different invoices.

       

      In the meantime, what we can do is manually changing the payment link and pick a different bank account when you need to.

       

      Please know that when you change your account after 3 PM PST, we'll start using your new account the following business day. If you already process payments before 3 PM PST that day, we'll put them in your old account.

       

      Here's how to change the account QuickBooks deposits payments into:

      1. Sign in to QuickBooks Online in a web browser.
      2. Go to Gear⚙ and then select Account and settings.
      3. Select the Payments tab. In the Deposits section next to Standard Deposits, select Change bank.
      4. Click Add new bank account.
      5. Enter the Routing Number and Account Number of the bank account you want to change to.
      6. Select Save.
      7. Review the bank account info and is selected, then select Submit.

       

      After that, you can share a link with the other customer as a new way to get paid.

       

      In case you wanted to follow up on payment for an invoice, you can use invoice reminders to ping soon-to-be overdue invoices.

       

      If you have other questions about invoice templates and deposit payments, please let me know. Anytime I can help. Stay safe!

      M
      mainmastmgmt
      November 23, 2022

      I have the same situation I think. I have a customer in FL I want to invoice and have pay via ACH to my FL bank account and I have a customer in NC that I want to have pay via ACH to my NC bank account. How do I set up my invoices to have a payment link that reflects this for each customer?

        JenoP
        JenoP
        November 23, 2022

        Thanks for joining us here, mainmastmgmt.

         

        QuickBooks Payments allows you to accept credit card and ACH payments within the USA. However, we can only use one bank account for receiving online payments at the moment. 

         

        You'll want to make a bank transfer to the other bank account once the payment is already deposited. Alternatively, you can also update the account every time an invoice is created for the other state. Although, this might take some time since you'll have to wait for all pending transactions before changes can be made.

         

        Follow these steps on how to update bank accounts in case you want to do that:

         

        1. Sign in to QuickBooks Online in a web browser. Here's the link: https://quickbooks.intuit.com/.
        2. Go to the Gear⚙ icon and select Account and settings.
        3. Proceed to the Payments tab. Then, click the Change link beside the current bank account. 
        4. Click Add new bank account or select one from list.
        5. Enter the account and routing number of the bank account you want to change to.
        6. Choose Save, then select Submit.

         

         

        I would also recommend sending feedback or suggestions about being able to use multiple bank accounts for receiving online payments. Customer voices are collected and reviewed when new updates and features are designed. Here's how to send it in QBO: 

         

        1. Go to the Gear icon and select Feedback.
        2. Type in your feedback and suggestions about using two bank accounts for Merchant Services.
        3. Click Next to submit them.

         

         

        For additional guidance and references, feel free to check out these merchant-related articles: 

         

         

        Let me know if that answers your question about receiving ACH payments. The Community is always here if you need anything else. 

        D
        Dai Boat
        December 22, 2022

        Hi back in April 21 quickbooks was unable to do this . has the system been updated over a year on to allow for 2 separate invoices to be created to link to separate payment accounts

        J
        jamespaul
        December 22, 2022

        Hello, Dai Boat.

         

        I'll address your concern regarding an update on having the option to allow two separate payment accounts for two different invoices. 

         

        Since my colleague's reply from a month ago, we're still unable to use two separate payment accounts for two different invoices. 

         

        In the meantime, we can follow the workaround given by Jovychris_A. Check out their reply for more details. My colleague, JenoP, has also posted a detailed reply about the two separate payment accounts. 

         

        I can also see how the multiple payment setup for invoices would benefit your business. So just to reiterate, we'll want to send feedback to our developers regarding this option. They'll read the inputs and might consider this option for future improvements on QuickBooks (and the Payments services). 

         

        To send feedback, simply click on the Gear icon then select Feedback. 

         

        Need to check on your transactions for review in the Merchant Services Center? I'll add a couple of articles to help you pull up your statements:

         

         

        Do you also need to check your financials within QuickBooks? Here's an article that would help us familiarize how to run reports: Run reports in QuickBooks Online. 

         

        Let me know if you have other concerns in managing your payments and invoices. Do you need help pulling up a specific report? Or is there an entry you need help with? Drop the details in your reply and I'll assist you. 

        ACECORP
        ACECORP
        August 9, 2023

        We have this need as well. What is the ETA on this feature?

        We may need to move our businesses away from quickbooks to something that supports this. 

        O
        OZMONEY
        May 9, 2025

        I find it interesting this is marked SOLVED when it is NOT. 

        How in the world is this not available after 4 years?

        O
        OZMONEY
        May 9, 2025

        Intuit owning turbotax should understand the importance of not co-mingling funds between entities, yet they force all payments to a single account? Impossible for real estate investors or property managers accepting payments for multiple properties. 

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