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belowradar
Level 1

ach newbie…need to get client paying me electronically

fyi…client is a legit big, semi governmental operation 

 

i need help on getting paid by a client ACh ….i dont care if its my bank “grabbing” from their account…or the client “pushing” the funds to me…i just need the best and most efficient way of selling this to the client, making it easiest for them, and  going from there…i use PNC bank and based on my research so far i think it may be 6 dollars per transaction if i get my bank authorizing this pay.

 

this is a good segway bc i also need to direct deposit for my 3 emplloyees and was just trying to wrap my head around all this stuff and more specifically the technical and software aspects of the process…am i actually logging in someplace and clicking buttons or is this a “set it and forget” procedure

9 Comments 9
Fiat Lux - ASIA
Level 15

ach newbie…need to get client paying me electronically

Which QB Desktop year version are you using? 

LeizylM
QuickBooks Team

ach newbie…need to get client paying me electronically

Hi there, belowradar.

 

I'm here to help you on how to accept and take customer payments from any QuickBooks products.

 

You'll have to sign up for QuickBooks Payments so you can process payments right on QuickBooks Desktop.

 

Customers can pay their invoices with a credit card, debit card, or ACH bank transfer online. You can also manually process payments in person or over the phone. Here's an article to learn more about processing payments in QuickBooks Desktop.

 

Here are a couple of articles that you may find helpful:

 

 

I’m happy to offer assistance again if you have more questions about managing payments in QuickBooks. Post a new thread or reply here and I’ll be there. 

belowradar
Level 1

ach newbie…need to get client paying me electronically

not sure why thats relavent…i have 2020 with a payroll sub

Fiat Lux - ASIA
Level 15

ach newbie…need to get client paying me electronically


@belowradar wrote:

not sure why thats relavent…i have 2020 with a payroll sub


 

@belowradar 

It is relevant. You can only integrate online payment feature with supported versions (i.e 2019-2022). Apply for QB Payment account as mentioned by LeizylM. Another option, you can use a 3rd party payment processor like this one. 

 

Comparison MF and QBD.jpg

belowradar
Level 1

ach newbie…need to get client paying me electronically

i only need to pay employees via ACH...is "quickbooks payments" for that specifically?

 

 

MJoy_D
Moderator

ach newbie…need to get client paying me electronically

I can share some information about QuickBooks Payments and process ACH transactions for your employees, @belowradar.

 

QuickBooks Payments is for customer payments. You can accept credit card, debit, and ACH bank transfers for invoices you send and sales you make. Before you take and process customer payments, you'll need to sign up for QuickBooks Payments. Check this article for more information: Receive and process payments in QuickBooks Desktop

 

You'll just have to set up a direct deposit and pay your employees with electronic deposits directly into their bank accounts. It only requires a US bank account that is set up for ACH transactions. 

 

Refer to the following article for more information about what you need to prepare to set up direct deposit for your company and the bank account that you'll use: Set up your company payroll for direct deposit.

 

From here, you can now create a direct deposit check and send them for processing in QuickBooks payroll: Create and run your payroll.

 

I'm always here if you need further assistance setting up your direct deposit or anything else. Let me know by leaving a reply below. Have a great rest of the day!

belowradar
Level 1

ach newbie…need to get client paying me electronically

i would like to execute the process through quickbooks

 

i have a us checking account through PNC …is my first step to sign up with their ach capabilities 

 

once that is done do i then set somethin up in QB deskktop because ive seen it on the quickbooka software where there is an entry for the payroll and there is a little lighting bolt on the entry and this direct deposit is all done theough quickbooks software

 

or can i complete all necessary sign ups through quickbooks?

belowradar
Level 1

ach newbie…need to get client paying me electronically

i signed up for PNC's "cash flow" insight...and now i have the option to sync with quickbooks.

 

 

I'm looking to pay direct deposit this week with payroll.

 

 

Please advise.

 

JessT
Moderator

ach newbie…need to get client paying me electronically

Thank you for your interest in direct deposit, belowradar!

 

I'm happy to share information to guide you through the setup process.

 

To do this, you'll want to set up your direct deposit in QuickBooks and wait for a small deposit (less than $1) from Intuit. It will reflect on your account within 2 business days, and you'll enter it in the setup to verify your account. On the other hand, you can provide the direct deposit authorization form for your employees to fill out their account details while waiting for the deposit.

 

Setting up your bank account for direct deposit and other electronic payments:

 

  1. Go to Settings and select Payroll Settings.
  2. Click the pencil icon for Bank Accounts.
  3. Hit the Get started button and follow the onscreen instructions on the next page.


Please check out this article for more details: Set up your company payroll for direct deposit. Just expand the QuickBooks Online Payroll section.

 

If you have other questions about direct deposits, feel free to go back to this thread.

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