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Anonymous
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How to utilize quickbooks bill pay AND bank downloads

I have QuickBooks Bill Pay setup.  I also have a local bank where my checking account is handled.

 

I cannot seem to have both Bill Pay and Bank Feed download setup for my checking account.  In Quickbooks , under 'Bank Feed Settings', it only shows Quickbooks Bill Pay as an option.  No such option for having both.  

 

I'm currently having to deactivate Quickbooks Bill Pay and activate bank feed for my local bank.  Download the transactions.  Then go back and deactivate local bank and reactivate Quickbooks Bill Pay.

 

How do I have both setup concurrently?

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Anonymous
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How to utilize quickbooks bill pay AND bank downloads

Hi, JRMcGaha.

 

 Let’s try activating your online banking through the bank feeds window. Though, make sure to turn off QuickBooks Bill Pay before doing so.
To activate bank feeds:

  1. Go to Banking at the top.
  2. Select Bank Feeds from the drop down option.
  3. Choose Set Up Bank Feeds for an Account.
  4. Enter the bank name in the search box and follow succeeding instructions.

For more information about activating bank feeds for QuickBooks Desktop, please check this article: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/Get-started-with-Bank-Feeds-for-Quick...


Once done, reactivate your Online Bill Pay in QuickBooks Desktop. If you’re still unable to utilize both setups at the same time, I’d recommend contacting your bank to check if they support concurrent using.for Online Bill pay and bank feeds.


Keep in touch if you have other questions about QuickBooks. We’ll always be here to help.

 

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Anonymous
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How to utilize quickbooks bill pay AND bank downloads

Let me clarify a bit more...

 

My bank does not work with direct connections from Quickbooks.  I merely have an account setup of type BANK with no bank feed configuration (see image below).  What I do is download the .QBO file directly from my banks website manually, save it to my computer, double click it from Windows Explorer and Quickbooks will then import it to my checking account. 

 

account no bank feed.png

 

 

The way it works after I double click the QBO file is: Quickbooks prompts to import with a drop down list asking which account to import into.  I select my CHECKING account, and the transactions import.  Note my CHECKING account is not setup for any online configuration because my bank does not support it.  It is merely a bank account setup with an account number.

 

If I setup a bank feed on my CHECKING account and turn on Quickbooks Bill Pay, the above process is broken.  I can still download the QBO file and double click it to import.  Quickbooks will still prompt to import it, but my CHECKING account no longer appears in the drop down thanks to it now being tied to the Quickbooks Bill pay service.  See image below.  Notice the CHECKING account is missing from the drop down.  If I turn off Quickbooks bill pay, the CHECKING account will then appear in the list.

 

missing drop down.png

Highlighted
Moderator

How to utilize quickbooks bill pay AND bank downloads

Welcome back to the Community, @Anonymous.

 

Thanks for providing more details about your concern. Allow me to step in for a moment and share some information about using the same account type for Bill Pay and Bank Feeds in QuickBooks.

 

You can use the same account type in setting up Bill Pay and Bank Feeds as long as the bank is using Direct Connect and supports both services. That said, as a workaround, you'll turn off Bill Pay every time you import transactions since your bank doesn't work with Direct Connect.

 

Here's how:

 

1. Go to Company menu at the top, then pick Chart of Accounts on the drop-down (or press Ctrl + A on your keyboard for the shortcut).
2. Right-click the bank account to be associated with bill pay, then choose Edit Account.
3. Select Deactivate All Online Services radio button on the Bank Feed Settings tab, then click Save & Close.

 

For your reference, you can check out these articles for further guidance:

 

 

I can see how this feature would be helpful for you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded to the Product Development Team for consideration in future updates. Here's how:

 

1. At the top menu bar, go to Help.

2. Click Send Feedback Online.

3. Enter your request/product suggestion, then click Next.

4. Click Skip and send a message.

5. Select Feedback as the Category.

 

Intuit values your feedback and product suggestions so we know how this feature can help your company and improve the way you manage your transactions. Please know that I'm going to submit feedback on my side as well.

 

That should answer your concern for today. If you have any follow-up questions, don't hesitate to leave a comment below. I'm always here to help. Have a great rest of the day!

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Anonymous
Not applicable

How to utilize quickbooks bill pay AND bank downloads

In that case, what bank offers both?  The bill pay service is through Quickbooks Bill Pay.  Does QuickBooks Bill Pay also offer a checking account?

 

Or are there local banks where you open checking accounts that have quickbooks bill pay service integrated into the bank?  I highly doubt this exists, but if it does can you provide some names of major banks that do this?

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QuickBooks Team

How to utilize quickbooks bill pay AND bank downloads

Thank you for getting back to us, @Anonymous.

 

I'd be delighted to add more information about QuickBooks Bill Pay.

 

Yes, you can use a checking account with QuickBooks Bill Pay as long as it is from a supported bank. Just choose Check as a payment method in paying your bills.

 

To check out the list of supported banks, here's how:

  1. Go to Banking.
  2. Choose Bank Feeds.
  3. Click Participating Financial Institution.

On the other hand, paying a bill is one of the usual AP workflow in QuickBooks Desktop, you may check out this article for additional insights: Accounts Payable workflows in QuickBooks Desktop.

 

Feel free to click the Reply button if you have other questions about processing vendor payments. I'm always here for you.

 

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