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Level 1

An app or QBO option to process ACH for the CLIENTS

Hello Everyone! Thank you for your offer to help. I have a rather unusual question. In our lawyer's firm we would like to pay clients via ACH. Is this an option without converting clients to vendors? Thank you!  

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An app or QBO option to process ACH for the CLIENTS

Welcome back to the Community, @Anna1065.

 

In QuickBooks Online (QBO), the option to pay a client or customer via ACH is currently unavailable. As a workaround, you'll need to set them up as a vendor first.

 

Here's how:

 

  1. In QBO, go to the Expenses menu at the left pane to get to the Vendors page.
  2. Select New Vendor at the top right. 
  3. Complete the fields in the Vendor Information window.
  4. Make sure to enter a slightly different name to avoid duplicates.
  5. Hit Save and close.

 

Once done, sign up for our Online Bill Pay feature so you could pay them via ACH. To learn more about this feature, consider checking out this article: What is Online Bill Pay?

 

Please leave a comment below if you have any additional questions or concerns about QBO. I'll be here to help. Have an amazing rest of the day!

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