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jtaeni
Level 1

instead of writing checks to patients ( we are a medical practice) if their insurance came back and paid on a visit the patient paid for, how can I pay thru QB bill pay?

can we send an invite somehow to ask for their bank info and pay them by ach instead of manually writing a check?

1 Comment 1
AdonL
QuickBooks Team

instead of writing checks to patients ( we are a medical practice) if their insurance came back and paid on a visit the patient paid for, how can I pay thru QB bill pay?

I'm delighted to help with your first inquiry, @jtaeni. Yes, you may utilize QuickBooks Bill Pay to handle payments to your patients instead of sending checks when their insurance reimburses them for a paid visit. I'll provide detailed information regarding this process in QuickBooks Online (QBO).

 

If you're already subscribed to QuickBooks Bill Pay, add your patients as vendors to QBO and invite them to add payment info in QuickBooks. Once they join, you’ll then be able to create a bill and schedule a payment to that vendor without entering their ACH info.

 

Here's how you can proceed:

 

  1. Sign in to your QBO account.
  2. Tap the Expenses, and then Vendors.
  3. Add a New Vendor.  image (10).png
  4. In the vendor drawer, select Ask for payment info.
  5. Enter the vendor’s company name and email address, then select Continue.
  6. Select Send Invite to send an email invitation to your vendor.

 

If the vendor's email shows they're already in the QuickBooks business network, you don’t need to invite them. Instead, send them a connection request by clicking the Next button and then Send a connection request. Please refer to this resource for more details about this process: Pay payable members with QuickBooks Bill Pay.

 

Additionally, if your patients are added to your QBO account as Customers, you won't be able to add them as Vendors due to the program's restriction on duplicate names. Please refer to this article for guidance: Moving names from one list to another in QBO.

 

For future reference, you can scan this material to generate a comprehensive report of all vendor payments made throughout the year: Run a report with vendor totals in QBO.

 

I hope this information helps you streamline your payment process with QuickBooks Bill Pay. If you have any further questions or need assistance as you implement these steps, please don’t hesitate to reach out. Whether it’s navigating vendor payments or exploring new features, we are just a message away. We’re here to make your experience as smooth as possible!

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