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M
MarshaClark
June 25, 2024
Question

Why was vendor denied adding QuickBooks Money to their Account?

  • June 25, 2024
  • 2 replies
  • 0 views
When trying to accept our invite to enter their bank information, our vendor received the following error message: " You cannot add QuickBooks Money to [VENDOR NAME' with your existing subscription. Try another company or contact customer support for help." Wondering what triggered that message.

2 replies

J
jeanbiverly_
June 26, 2024

Hey, Marsha. Thanks for bringing this up in the Community.

 

If your vendor wants to use QuickBooks Checking, they'll need a QuickBooks Payments account. In case they don't have one, they can apply for QuickBooks Payments as part of the QuickBooks Checking application process. You can find more info in the QuickBooks Checking FAQ article.

 

To sign up for Payments:

 

  1. Log in to QuickBooks Online (QBO).
  2. Apply for payments.
  3. Navigate to the Gear icon and choose Account and settings.
  4. Select Payments, then click Learn more in the QuickBooks Payment section.
  5. Hit Set up Payments.
  6. Complete the forms in the Business and Owner/Proprietor sections.
  7. In the Payment deposit section, select Start. You can get a QuickBooks Checking account or choose a different bank account for customer payments.
  8. Once you're done, click Get Set Up.

 

For more detailed steps, visit this article: Sign up for QuickBooks Payments.

 

If your vendor already has QuickBooks Payments but can't add QuickBooks Money to their existing QBO subscription, they can contact our support team for assistance.

 

Additionally, here's an article you can use as a guide to accepting online payments: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

Shoot me a reply if you need further assistance. I'm always glad to help. Take care and have a good one!

S
sparis008
August 14, 2024

We are a QuickBooks Desktop user.  Are there any options to utilize this function with our QBO customers?

 

J
jeanbiverly_
August 14, 2024

Hey there, @sparis008. I’m glad you joined the conversation. It's always great to see someone eager to explore ways to enhance and streamline their accounting processes.

 

To get QuickBooks Checking, you'll need to sign up for QuickBooks Payments via QuickBooks Online (QBO) or QuickBooks Money, as it's not available for QuickBooks Desktop (QBDT).

 

However, you can still handle customer payments for invoices and in-person sales in QBDT using QB Payments.

 

After processing payments, the money will be deposited into your bank account. The time it takes for your funds to arrive depends on the payment type and product you're using. Initially, your first payments might take longer to process while we set up your accounts, but afterward, payments will be processed quickly. For more details, check out this article: Deposit times for QuickBooks Payments. 

 

In case you encounter a chargeback for a payment you processed in the future, you can find helpful information in this guide: Handle chargebacks and retrieval requests for QuickBooks Payments.

 

If you'd like to discuss this further or have specific functionalities you're curious about, don't hesitate to reach out. I'm here to assist you every step of the way. Stay safe and be well, sparis008!

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