Question

I invited a vendor to connect to enter their bank information and they never completed. I have obtained their information and would like to enter on my own, but cannot.

Forum|Forum|5 years ago
March 22, 2021
2 replies
69 views

When I go to "Pay Bills Online" to view the vendor, under Payment Method, it reads "Vendor Action Required". When I click on the bill to proceed to pay, when I edit details, I can only change the Memo field and the notification email. I cannot add bank/ACH details. It says it will send a check since bank information has not been received.

QuickBooks Online

Rubielyn_J

Level 8

You've got my back to help you enter your vendor's bank information in QuickBooks Online, @userjolene.

There are possible reasons why the bank/ACH details were not added to your vendor's bank information. Here are few things you need to know when adding a vendor's bank account.

You can only set up bank transfers with a vendor through a private bank add.
We'll initiate a small test deposit of a penny into your vendor's bank account. This is taken to verify the bank account if this can receive payments. Remember that if the test deposit is not successful, the bank account entry will be invalidated. And a new bank account entry will need to be made for the vendor.
After manually adding a vendor's bank account, the earliest process date that can be selected is 2 business days. This is to ensure the test deposit is successful.
If the test deposit is not successful and the bank account is invalidated, the payment will go out as a check payment.
If a payment needs to be made immediately, schedule a check payment before adding the vendor's bank account.

For more information, feel free to check out this article: Add a vendor bank account.

Moreover, I've added these resource to learn more about Online bill pay:

Feel free to let me know if you have further concerns with vendor transactions in QuickBooks. I'll be around to help you. Stay safe and enjoy the rest of the day.

Rubielyn_J

Level 8

Hi, @userjolene.

Hope you’re doing great. I wanted to see how everything is going about entering your vendor's bank information concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you anytime.

Looking forward to your reply. Have a pleasant day ahead!

U

userjoleneAuthor

Unfortunately this did not help nor get to the root of the problem. My issue is that I have invited a vendor to connect and add bank information and they have declined and ask that I do it instead. But, I cannot find a way to override "Vendor action required" for the payment method in order to enter the bank details manually for the vendor. Screenshot attached. Please help with additional tips for how to accomplish this or work-around the issue. Thank you.

TheresaC

Hi there, userjolene.

Thanks for adding additional details about your concern. I'll make sure that you can add your vendor's bank account information.

To override the payment method, you'll need to cancel or delete the pending invitation first from the Vendor Invite Widget. Then, follow the steps below to be guided in adding the banking information manually.

Click the + New button, then choose Pay Bills Online.
Under the Unpaid Bills tab or the Manage Vendors tab, find the vendor you want to add the bank account for.
Select Set up bank transfers.
Enter vendor's bank account information, then select Next.
Verify the vendor's account type, routing number, account number, and email address
Click Save to complete the process.

After that, we'll conduct a small test deposit of a penny into your vendor's bank account for verification purposes.

Additionally, here are some that you can read to help manage your vendor payments and payables in QuickBooks Online:

You can always find me here if you have any other concerns or further questions about setting up bank transfer. Have a great rest of the day.

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