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Process an ACH bank transfer from a customer in QuickBooks Online
by Intuit•48• Updated 2 days ago
Learn how to process an ACH bank transfer for your customer’s sales receipt or invoice in QuickBooks Online.
Get rid of paper checks and busy bank runs. With your customer’s permission, you can add ACH payments right in QuickBooks. Save their bank info for future payments.
Check out QuickBooks Payments rates and apply. Then, you can automatically process payments, deposit funds and record transactions in your books.
Step 1: Select the transaction to receive payment
Add bank transfer payments to invoices or sales receipts.
- Select + New.
- Select Receive Payment or Sales Receipt.
- Select the customer name from Customer▼.
- From the Payment method▼ dropdown menu, select Check or QuickBooks Payment - Bank.
The sales receipt will process the ACH payment on its next scheduled charge date. Learn more about how to set up a recurring sales receipt.
- Go to Settings ⚙, then select Recurring Transactions.
- Find your customer’s recurring sales receipt from the list, then select Edit.
- From Payment method▼, select Check or QuickBooks Payment - Bank.
Step 2: Enter your customer’s bank info
Sales Receipt or Invoice
- Select Enter Bank info.
- Add your customer’s Account Number, Account Type, Routing Number, and Name.
Note: You should get the customer’s authorization before you save their payment info. You can print an authorization paper for your customer to fill out and sign. If you don’t have to save the bank info, you have 10 minutes to process the payment.
Recurring sales receipt
- Select Enter Bank info.
- Add your customer’s Account Number, Account Type, Routing Number, and Name
- Select Use this account information in the future.
Note: You should get the customer’s authorization before you save their payment info. You can print an authorization paper for your customer to fill out and sign.
Step 3: Process payment
- On the transaction form, select I have authorization and would like to process this transaction.
- Review the transaction, then Save and send.
- Make any changes to the email message to your customer, then Send and close.
Note: ACH payments entered manually by the merchant may be delayed due to extra security checks. Collecting ACH payments from Pay-enabled invoices can help reduce payment processing risks.
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