Accepting ACH/EFT payments and authorization form

Let me guide you on how you can accept and acquire the authorization form so you can process ACH/EFT payments, Cardon.

When using QuickBooks Payments, you can process secure, paperless, and hassle-free transactions using your Check. In order to get an eCheck authorization form, follow the steps provided below:

1. Go to the Help menu and select QuickBooks Desktop Help.
   
2. Enter "eCheck" in the search box, then select eChecks with signed authorization.
   
3. Follow the instructions on how to get the signed authorization and choose the type of forms you prefer. You can now process an eCheck transaction.
   
   
   
    

Please know that, after you enter a customer's account and routing number the first time, the next time you process an eCheck for this customer, the same information will be filled in automatically. 

In QuickBooks Desktop, if your customer pays you with e-checks or sends paper checks, you can use QuickBooks Payments to process them. To provide you the detailed steps on how to get your customer payments into your bank account, read this article for more information: Process Checks In QuickBooks Desktop.

On top of that, learn how QuickBooks makes a match using the three Bank Feed modes available that are explained in this article: Add And Match Bank Feed Transactions In QuickBooks Desktop.

Feel free to leave your comment below. I'm only one post away if you need further assistance when receiving customer payments. 

Are these instructions for Quickbooks Online?

My screen does not look like your screenshots and the options that you show in help don't come up for me. 

My Help screen does not have tabs on top.

I've taken several routes to get to a link for that document and they all come back with a File Not Found error. Obviously, I can't move forward at all without that document.

These are not people who are setting up recurring payments, they are paying through the link in the invoice. They also wouldn't be on the phone with me while paying. I switched to this method and signed up for merchant services because it was sold as something that would be convenient and time saving.

So far, it's a severe disappointment and I've spent more time trying to figure it all out than I've spent on collecting and depositing paper checks all year. 

If a customer is clicking on PAY NOW in their invoice and they've gone through the process there, entering all of their info and then approving the payment, why would I need to get a signed authorization from them? Worse yet, I would have to get one every time they pay if they don't set up for recurring payments? 

These are tenants, many of whom don't pay on the same day every month and would not be setting up auto withdraw. What form would they fill out so they didn't have to do one every month?

Thanks for getting back to us. I can see the importance of being able to successfully accept payment from your customer, CarDon. I'll provide you with the correct steps for the correct QuickBooks product,  CarDon.

Generally, this authorization form is entered and saved in the system so you won't have to enter the details every time you'll accept payments. On the other hand, the steps I provided above are based on the original thread that was posted previously with the product which is labeled QuickBooks Desktop:

Since you're using QuickBooks Online (QBO), check out these steps instead to guide you how:
 

1. Sign in to Merchant Service Center.
2. Go to the Processing Tools drop-down and select Accept an eCheck.
   
3. Enter all the information needed.
   
4. Choose whether you have signed a signed authorization or if your customer is on the phone.
5. Select the box to confirm you've received signed/verbal authorization from your customer and that he or she consents. Here's the copy of the eCheck authorization form that your customer needs to sign and return to you.
6. Click Submit to process the transaction.

Moreover, you may also want to browse some helpful articles that may serve as your reference in case you encounter issues when working with QuickBooks Payments: QuickBooks Payments Help Articles.

Let me know if you need additional assistance with the authorization form. We're always here to help you anytime.

I am not using QuickBooks Online. I am using QB Desktop PRO PLUS 2023.

I need a working link to the ACH payments and authorization form. 

I don't know which version you're using but your screenshots for the HELP option are not what mine look like and there is no option to select anything when echeck is typed in.

Once again.

Do I need that form if I am using sent invoices with the PAY NOW link in them? 

If so, where is the form?

Hello there, @CarDon. I'll share some details about getting an authorization form in QuickBooks Desktop (QBDT).

To verify, are you using QBDT 2023? If so, this might be the reason you're unable to see the eCheck option. The old interface of the Help menu is only available for later versions of QBDT (in this case, my colleague used QBDT 2022). With that said, I highly recommend reaching out to our Phone support team to further help you get an Authorization form. Here's how:

1. Navigate to the Help menu and select QuickBooks Desktop Help/Contact Us.
2. Next, choose Contact Us.
3. From there, enter a brief description of your issue and select Continue.
4. Then, sign in to your Intuit account and click Continue. Then, select Continue with my account.
5. You'll receive a single-use code via email. Enter it and click Continue.
6. Select to chat with us or Have us call you.

To ensure you'll get assisted immediately, you can visit our support hours page.

Additionally, I encourage you to send feedback to our product developer to add the addition of this feature in the new version of QBDT. I'll guide you on how:

1. In your QBDT account, select the Help tab.
2. Next, click the Send Feedback Online option.
3. Then, choose Product Suggestion. A pop-up window displays.
4. From there, input the details of your product comments, suggestions, and requests. 
5. Click the Send Feedback button to submit.

If you have any other concerns or anything you'd like to know about accepting ACH/EFT payments, please add a reply below. The Community is open 24/7 to provide answers and help resolve your issue.

The echeck authorization form link in QBO payments window leads to a generic support page. The link embedded in your response leads to a 404 Not found error.  Way to go, intuit.

I understand that it is crucial for your business to send an ECheck authorization form to obtain legal permission for bank-to-bank payments,@jbragen. I'm here to help on how you can get the ECheck authorization form.

To obtain an authorization form for the ACH agreement, you can get it from outside QuickBooks Online or directly contact our Payments Support team. They'll guide you on how to get a copy of the ECheck Authorization form using the QuickBooks File Exchange Tool.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant
• Talk to a human
• Start a chat
• Get a callback

For detailed steps, kindly visit: Contact Payments Support.

I'll be providing you with these articles to help you with QuickBooks payment processing:

• Access and manage your QuickBooks Payments account:
• Common terms to process credit cards for Intuit Payments:

Please let me know if you have additional questions about QuickBooks Payments or if you need help with any specific task. I can assist you at all times.