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I want to add bank transfer as a payment option, but QB only has options of card payments & DD. how can I add bank transfer to my invoices?

Forum|Forum|5 years ago
April 2, 2021
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QuickBooks Online

Best answer by Ashleigh1

Hello Mjpartridge1,

Welcome to the Community page,

We are not sure if or when it would be coming out. You can however include your bank details in the footer of an invoice for bank transfers. Alternatively there is GoCardless for Direct Debit payments as well.

KlentB

Hi there, matt-mattgloverp.

I'm here to share some information about the payment options in QuickBooks Online.

Currently, there isn't an option to add a bank transfer payment option in your invoices. The available payment methods as of the moment are credit card (via Paypal) and direct debit (via GoCardless).

In the meantime, you'll want to consider integrating a third-party online payment service provider that best suits your business needs. You can either visit our QuickBooks App Market or navigate the Apps menu within your QBO account to find one. Here's how:

Select Apps from the sidebar menu.
Head to the Find Apps tab.
Enter "Bank transfer" in the search bar or click the Browse category button to filter the results.

By the way, we'll be releasing a brand new bank transfer feature soon so our customers can easily take and process payments. To join the beta list and learn more about this update, you can visit this link: QuickBooks Spring Product Release.

I'm also adding these articles to help manage your invoices and customer payments in QuickBooks:

Feel free to post here again if you need more help in handling your other sales transactions. I'll be right here to lend a helping hand.

M

Mjpartridge1

Hello, you said you were launching a bank transfer option soon but this was April 2021. Is that still coming? It really needs to be a payment option for companies as 99% of our clients will not pay invoices using card, we can't be the only ones who want to be able to send QuickBooks invoices with bank transfer as an option. Many thanks

A

Ashleigh1Answer

Hello Mjpartridge1,

Welcome to the Community page,

We are not sure if or when it would be coming out. You can however include your bank details in the footer of an invoice for bank transfers. Alternatively there is GoCardless for Direct Debit payments as well.