Good Afternoon, I apologize ahead of time for my lack of knowledge in this area but that's why I'm here, hoping someone can shed some light. We use TD Bank for all our banking. Our accounts are directly connected with QBO. When our invoices are sent there is a review and pay link in the email the customers use to make payment. The system records the payment and when the payment hits the bank it comes through and gets applied with the daily banking update.
TD is stating is we use their plug in they can save us some money from what we currently pay for fees to QBO for receiving cc and ACH payments.
Is anyone out there who uses this plugin? What would differ in process if we do this? Right now I really don't have to do a thing as all the info is imported from the bank. Will there be further steps involved if I use this plugin? What happens to the review and pay link that is sent in the email body when I invoice?
Any input is greatly appreciated.
Lisa
