QBO Online Advanced: Online banking question

Hello Elaine!

Allow me to assist you with this returned ACH payment.

Your question is about Online Bill Pay. Online banking is a feature in QuickBooks Online that allows you to connect your bank to automatically download the transactions. You can check this article for more details:

Please follow these steps on how to void the payment to the vendor.

1. Go to Transactions or Expenses, then select Expenses.
2. Select Pay Bills Online, then the Payments tab.
3. Find the payment, then select Track Status.
4. Click Void, select a void request type, and enter a reason.
5. Tap Submit Request.

Also, here are the steps on how to update the vendor's bank information:

1. On the Pay Bills Online page, click the hyperlink under the Payment Method column.
2. Update the vendor's bank account details.
3. Select Save.

In addition, the settings for Online Bill Pay can be found on the Pay Bills Online page. You simply need to select the Gear icon to access the Online Bill Pay settings.

I also added this article to learn more on how to use the Online Bill Pay: What is Online Bill Pay?

Comment below if you need more assistance with this. I'll be glad to help.

Thank you, AlexV!

Oh, THAT is online banking. Been using it forever, just didn't realize what it was called.

For the steps below I can finish Step One.

For Step two, I do not see anything on the page that says Pay Bills Online. 

That is where I am stuck. I know we have it, I signed up for it myself. 

Any suggestions? I've learned from this community to log out and log back in will sometimes refresh everything for you, but that does not work in this instance.

Again, thank your for taking the time to help out.

E

Hi eemahaffey!

You're always welcome. Thank you also for the reply. Let me provide more details on how to access Online Bill Pay.

I added screenshots to see where you can locate the Pay Bills Online. The first is in the Expenses tab, and you can also find it on the Vendors tab.

If you still can't find them, you'll want to use an incognito window and check it from there. Incognito won't save your browsing history which can result in an error.

These are some of the shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P  

In addition, you'll want to clear the cache and make sure you're using a supported and up-to-date browser. This can fix any browser-related issues.

I also added this link if you need help in linking your bank account to easily import your bank transactions: Connect bank and credit card accounts to QuickBooks Online.

Keep on posting here if you need more help with this. Thanks!

Hi AlexV,

Thank you for the screenshot, it was helpful to make sure I was not overlooking anything.

And ---the screenshot shows the items missing from my view. 

I tried the incognito but went one better and opened QBO on a computer that had never accessed it before, and there was no change.

I am not sure where to go from here. Yikes.

Thank you for following the troubleshooting steps, @eemahaffey.

I can see that you might need to do a screen share session to have this resolved. Since you've already performed the basic troubleshooting steps and you've mentioned that you've signed up for Online Payments, I'd recommend contacting our Customer Care team. They have the tools to verify your account and check further with the issue.

You can follow the steps below to get in touch with our support team:
 

1. Click the Help icon.
2. Hit Contact Us.
3. Enter the details of the issue in the box, then click Start a chat.
4. Select the best support option for you.

You can also check out our support hours to ensure that we address your concerns on time.
 

Our doors are open 24/7 to help you in completing your task with QuickBooks. We also look forward to helping you out in the Community space. Take care and have a good one!

Thank you, I will give that a try!

Such great news @eemahaffey

Thanks for circling back to let us know that you were able to complete your task. 

Please don't hesitate to reach out anytime you have a question or need help. 

Our Community door are always open!

Hello @eemahaffey,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.