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Level 2

Direct Deposit - is there some sort of paperwork I can give my client?

I'm currently using Paypal to invoice and ask for payment from my clients. I plan to switch to direct deposit to eliminate the fee. Is there some sort of paperwork I can give my client that shows my bank information? I don't want to just email them telling them about my switch and attaching my bank information on there. Isn't there a formal type of paperwork I can send them? 

 

(Title edited by moderator for clarity)

Solved
Best answer 01-23-2018

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Level 7

Direct Deposit - is there some sort of paperwork I can give my client?

@Anonymous I'm not sure where you get your pictures from to illustrate QBO, but mine looks nothing like what you post. :)

 

@aafable I have attached a paper that we use for some of our customers and vendors informing them of how they can pay. You could send them this document first and then when they decide how they would like or would be best for them, then you could send your bank info. I think that would be safer for you. :)

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Anonymous
Not applicable

Direct Deposit - is there some sort of paperwork I can give my client?

Hey @aafable,

 

Totally understand where you are coming from. Yes, there's a formal authorization form (see Steps 2 and 3) you need to send to your customers as part of the setup process.  This article provides detailed instructions and visuals showing the link to the form.

 

If you want to give your client's a heads up a month or so before you make the switch, you can send them all a batch email from QuickBooks - that way they have some immediate context. 

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Level 7

Direct Deposit - is there some sort of paperwork I can give my client?

@aafable You could either use the template and email format that @Anonymous mentioned or you can just use a formal Word document to send. We have several vendors that send us their ACH/Bank info for us to set up the payments to send them. Either way, they are going to see and have your bank info if that's how you want to set up the payments. :)

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Level 2

Direct Deposit - is there some sort of paperwork I can give my client?

The thing is, I don't have a QB online company or QB accountant. I would just like to send them a Word Document to them. Do you know where I can find a template?

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Anonymous
Not applicable

Direct Deposit - is there some sort of paperwork I can give my client?

Hello @aafable,

 

No worries, I don't have the template on hand, but you can easily find the pdf form in a Google Search. QuickBooks has a few articles explaining the importance of using the form for compliance but the form itself is accessible in-product.

 

Automate-Payments_TECH-GUIDE_Step-012.jpg

 

 

It's really important you follow PCI standards, be safe!

Highlighted
Level 7

Direct Deposit - is there some sort of paperwork I can give my client?

@Anonymous I'm not sure where you get your pictures from to illustrate QBO, but mine looks nothing like what you post. :)

 

@aafable I have attached a paper that we use for some of our customers and vendors informing them of how they can pay. You could send them this document first and then when they decide how they would like or would be best for them, then you could send your bank info. I think that would be safer for you. :)

View solution in original post

Highlighted
Anonymous
Not applicable

Direct Deposit - is there some sort of paperwork I can give my client?

@jessbru99568, haha, this an animation mock-up from one of the older versions :).

 

I wasn't able to access the current in-product page last night but, still wanted to give @aafable a sense of where is in the process with QBO, though she isn't a user. 

Highlighted
Level 2

Direct Deposit - is there some sort of paperwork I can give my client?

Thank you very much! This is exactly what I was looking for!

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Level 7

Direct Deposit - is there some sort of paperwork I can give my client?

@aafable You are very welcome!! :)

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Level 1

Direct Deposit - is there some sort of paperwork I can give my client?

my Direct Deposit disable kindly enable  to get paid

Highlighted
Anonymous
Not applicable

Direct Deposit - is there some sort of paperwork I can give my client?

Hey @030338533,

 

Would you mind clarifying what you mean?

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Moderator

Direct Deposit - is there some sort of paperwork I can give my client?

Hi there, @030338533,


Welcome to the QuickBooks Community. Let me get the help needed to ensure you’re able to send the Direct Deposit payroll.


I need to get you in touch with our Payroll Support Team since they have the tools to re-enable to the Direct Deposit service. They can pull up your account on a secure environment to make sure your company information stays safe.


Please check this article to view the contact information for QuickBooks Desktop Payroll: QuickBooks Desktop Payroll Basic, Standard, or Enhanced HUB.


If you’re using QuickBooks Online Payroll, here’s how you can contact a payroll specialist: QuickBooks Online Payroll Hub. Scroll down to For additional QuickBooks Online Payroll support.

 

For additional guidance with Direct Deposit on both online and desktop versions, here are some helpful articles:


•    https://community.intuit.com/articles/1437319
•    https://community.intuit.com/articles/1436885
•    https://community.intuit.com/articles/1576654


Let me know how the call goes. I’m here anytime you need assistance with the payroll.

 

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Level 1

Direct Deposit - is there some sort of paperwork I can give my client?

I you to activate Direct Deposit

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