Add QuickBooks Bill Pay in QuickBooks Online Accountant

You can add QuickBooks Bill Pay to a new QuickBooks Online subscription and save money with the ProAdvisor Preferred Pricing program. Learn how to sign up your new clients to QuickBooks.

Follow these steps to sign up your new clients to QuickBooks Bill Pay:

1. Go to Your Practice then Clients.
2. Select Add Client. 
3. Enter your client’s Basic Information (Business name, email, mobile number.
   1. Select Add more info to enter additional client info like first name, last name and street address.
   2. Select  Yes, add a subscription then Next.
4. Select the Accounting, Payroll, and Time offerings you want to add your client in the Accounting solutions and Payroll and Time sections. Then select Next.
5. Select how your client’s QuickBooks Bill Pay should be billed.
   1. Bill My Firm (firm-billed), you’ll receive a shareable link as well as an email inviting them to complete the application process. Please share this link with your client and ask them to complete the QuickBooks Bill Pay application. They have 27 days to complete their application. If your client misses this deadline or their application is denied, their QuickBooks Bill Pay subscription will be canceled and any fees will be refunded.
   2. Bill My Client (client-billed), your client will receive an email invitation asking them to first complete QuickBooks setup and then select the best QuickBooks Bill Pay plan for their business, as well as complete the application process. 
6. Select the best QuickBooks Bill Pay tier for your client. We currently offer three different options,QuickBooks Bill Pay Elite, QuickBooks Bill Pay Premium, and QuickBooks Bill Pay Basic.

When your clients are new to QuickBooks Bill Pay, they may start with lower bill pay processing limits. But as their trusted advisor, you can easily request new limits on their behalf. Simply go to the Account and Settings section in your client’s QuickBooks Online account and enter their anticipated monthly payment volume under Expenses. This helps ensure your clients have the right processing limits in place so they can pay vendors smoothly, avoid disruptions, and keep their business moving forward. Learn more about processing limits in QuickBooks Bill Pay and how to request the right limit for their business.

You can add QuickBooks Bill Pay to an existing client’s QuickBooks Online account from the Subscriptions and Billing page. 

Step 1: Add QuickBooks Bill Pay to a client

1. Go to Settings .
2. Select Subscriptions and Billing, then All Clients.
3. Select the client then go to Client Actions and select Add QuickBooks Bill PayQuickBooks Bill Pay.
   
4. You’ll be prompted to choose a billing option. Select:
   1. Bill My Firm - for a firm-billed subscription (accountant paid).
   2. Bill My Client - for a client-billed subscription (client paid). If you select Bill My Client, you’ll also need to select Direct Discount. 
5. An email will be sent to the email address on file for the Primary Admin user of your client’s account.
   1. Accountant paid - Send an email to your client so they can enter their business info in their QuickBooks Online account to apply for QuickBooks Bill Pay. We’ll send it to the email address on file for the Primary Admin user. Check  which email address we sent the email to in the manage users page of the client’s company. 
   2. Client paid - Select a QuickBooks Bill Pay plan for your client and Send invite. We’ll send an email to your client with the plan you recommend and a link to subscribe in QuickBooks Online. 

Step 2: Complete QuickBooks Bill Pay setup

Client-billed clients

Your client will select on the “Get Started” link in the email, which will lead them to the signup page with the accountant discount. The plan you recommended will also be highlighted. Once subscribed, you’ll receive an email notifying you that Your client is ready to start paying bills in QuickBooks.

Accountant-billed clients

We’ll ask your client to give us some info about their business to continue the application process. This includes business name, business type, EIN, owner's personal info, and a bank account (where to pull funds from to pay bills).

In some cases, you’ll both get an email telling you your client is in pending status. In 3-5 days, you’ll both get an email with the account decision. We run multiple verifications to determine eligibility. This decision is final. There isn’t any way to appeal it.

• Bill Pay application is approved - You’ll get an email to select a plan for your client once your client is approved. Use that link to go back to the subscription page and verify your payment info to complete the subscription then select Subscribe.
• Bill Pay application is denied - Your client will know if the application is denied immediately after they enter their business info. You'll both get an email telling you QuickBooks Bill Pay isn’t available for their business. 

If your client can’t find the email we sent them to complete the application, have them search their email (inbox, junk, and spam folders) for the subject, “Help your accountant set up QuickBooks Bill Pay”. If they still can’t find the email from us, they can create a new bill or open an existing bill, then select Save and schedule payment. This takes them to the business info request page.