After posting this and check the link, it opens as a white line at the top of the screen. Sorry this did not help anyone. The site is blocking it.

I'll help you download the Bank Transfer Authorization Form successfully, @hitchcock.tim. Thus, your organization can legally transfer bank-to-bank payments electronically.

There is a new investigation on the inability to download the Bank Transfer Authorization Form. Our engineers are still fixing it as they look into the link's validity. I recommend contacting our Customer Care Team. This way, they can add you to the list of affected users. You can rest assured that you'll get an email when they've fixed it. You can follow Maybelle's steps outlined on the first page.

As a workaround, I suggest finding the form outside QuickBooks Online. I also created a PNG and an MS Word Docx ( dropbox link). This way, you can send this to your customers. Here's the link: https://www.dropbox.com/scl/fi/8vr0zf8do4kvacsh93wg2/Bank-Transfer-Authorization-Form-1.docx?dl=0&rl....

You should know more about how to accept electronic payments from customers for online invoices. This article will help you get started: Take and process payments in QuickBooks Online with QuickBooks Payments.

In case you need help performing specific tasks in QuickBooks or have any additional QuickBooks-related concerns. Feel free to post here again. Our team is always ready to help you anytime. Take care! 

Hey anyway I can get a copy of it I can’t DM you on here

Hey @OHFin It’s not letting me send you a message

I can't send no DMs 

I also need this form.  When will it be fixed?

Its' been broken for two years almost. Your Product Development Team I can't say too much positive if they are still unable to fix this issue. Why is the link still even available if they don't know how to fix it?

I recognize the importance of downloading the payment authorization form, and I want to make certain that it is completed as soon as possible. dedmonds.

I checked our records and found no reports of customers being unable to access the payment authorization form. As long as the Payments option is enabled, we can access the form directly in QuickBooks Online (QBO). When adding bank account information for customers, you have the option of clicking the Signed authorization hyperlink (see screenshot below).

We can also view and complete the authorization form by logging into your merchant service account. If you have QuickBooks Payments enabled and want to charge a customer on a regular basis, go to the recurring transaction page in the Merchant Services page to download the authorization form. The steps are as follows:

1. Sign in to your Merchant Services account.
2. Under the Recurring Payments sections, select the Create recurring payment link.
3. In the Set Up Recurring Payment page, scroll down to the Payment Method section and click the Signed authorization link. The form will open on a new tab.
4. Download or print the authorization form and send it to your customer.

For more information about QuickBooks Payments and recurring transactions, you can read these articles:

• QuickBooks Payments FAQ
• Set up Autopay for recurring invoices in QuickBooks Online

Additionally, I've got you this article to help you manage ACH payments from your customers: Process an ACH bank transfer from a customer in QuickBooks Online. If you have free time, you can also visit this page to learn more about bank deposits: Record and make bank deposits in QuickBooks Online.

The Community will always have your back if you need a hand with managing your customer payments. If you have other questions, feel free to add them below. You have a good one.

So frustrating.  You tricked me into checking again, but nope it still does not work for me and apparently some hundreds or thousands of other users for years now. 

The first option I tried exactly as you showed and created a recurring sales receipt for a company and chose ACH payment method.  What happens is even worse then previously, it now shows "enter credit card details" instead of "enter bank info":

If I go to merchant center and follow your instructions again, it brings up a credit card authorization form, not an ACH authorization form.

Anyone else who is following this thread- Can you confirm or deny if you try to select ACH payment type it shows "enter credit card details" now or "enter bank info"?  Curious if it could just be something about my account or it is broken for everyone.

Joining the conversation to help with your contractor's payment, teamone.

It's possible that payment method is a credit card account but was named ACH. This can be the reason it was asking for credit card details instead of bank account and routing number.

I also created a recurring sales receipt in my QBO and I'm getting the Enter bank info button. Let me share another way of doing this so you can enter the customer's bank info. Here's how:

1. Click the +New button and select Sales Receipt.  
2. Go to the Payment method section, then make sure to select Check.
3. Click Enter bank info, then type in the customer's bank details.
4. Check the box for authorization and click Save.
5. Click Make recurring at the bottom of the screen.
6. Select Save.

Please check out this article for more details: Process an ACH Bank Transfer From a Customer in QuickBooks Online.

Allow me to share a couple more articles in case you need more guidance and references when using Direct Deposit:

• Fix Rejected ACH Payments or Fees in QuickBooks Payments 
• Change the Deposit Bank Account for QuickBooks Payments 

Let me know if you're able to save the customer's bank details in the recurring sales receipt. The Community is always here if you need anything else. 

Not showing at all for me.  Can you compare you list of payment methods to mine?  I only see credit card or nothing.  No bank/ach/echeck option at all now.  While just yesterday the credit card column showed check marks next to some types, today it does not:

Hi there, @teamone. 

I appreciate the screenshot you've shared, and I'm here to help you with the authorization link.

You'll want to ensure that the information is correct and complete when you sign up for QuickBooks Payments. All the payment method should show in the drop-down arrow when you add or connect them in QuickBooks.

To verify the information and if you need to update, you can follow the steps below:

1. Go to the Gear icon⚙ and select Account and Settings.
2. Select the Payments section, then click Edit  under Business Owner info.
3. Edit the information as necessary.
4. Select Done.

For more information, see this article: Verify and complete your QuickBooks Payments sign up.

However, if the issue persists, I'd recommend contacting our Merchant Services Team. They have tools that can further investigate this matter and alternative way to get a signed authorization form so you can start processing payments.

To reach them, you can use the chat link or call the phone number in this article: Contact Payments Support.

I'll be sharing these articles that will guide in you in processing payments in QuickBooks:

• Process a credit card payment in QuickBooks Online
• Take and process payments in QuickBooks Online with QuickBooks Payments

If you need anything else, let us know. We're here to help you at any time.

While the link doesn't open, if you click the download icon it does work. I was able to download the form you posted. Thank you! BTW I strongly feel that QB is the worst, but we are forced to use it because we rely heavily on the Sales Order feature of the desktop version and haven't found an alternate anywhere else. Boo QB!

@hitchcock.tim and everyone else who is insanely frustrated by this thread...I just discovered if you click on the download icon at the end of the file name (and not hyperlink), it will download!!! Hooray!

Thank you again @hitchcock.tim for posting the file - it's exactly what I was looking for!

Hope that works for everyone else!

would love to know if anyone has ever been able to get the authorization form?? I have downloaded a generic and use it for our customers, but I would like the actual one that the link refers to...

I found the form that I was using a few years ago. While the QBO support team is taking time to fix the broken links, perhaps, some will find this old form useful. 

Please email it to me!

[email address removed]

Thank you!

Joining in on this thread to assist you on how to access the authorization form for your customers so you can receive funds from them electronically through QuickBooks Payments.

When paying bills to your vendors, there's no authorization form required since you can use Intuit's direct deposit service. You'll only need one from customers when deducting funds from their accounts. They must fill out this form in order to grant businesses to charge their bank or credit card accounts for payments.

Here's how to access the authorization form:

1. Sign in to your Merchant Services account.
2. Select Create a Recurring Payment under the Recurring Payments section.
3. Scroll down to the Payment Method section and click the signed authorization hyperlink to access the authorization form.
4. Download or print the authorization form and send it to your customer.
   

Additionally, you can process a refund in QuickBooks Payments within six months from the date of the sales if you need to return your customer's money. 

Please don't hesitate to swing by the Community to ask questions about QuickBooks Payments. The Community is open anytime to cater to your concerns. Be safe always and have a nice day! 

Hello there, @edotson.

I know the importance of sending out an ACH authorization form to obtain legal authorization to transfer funds electronically between a payor and a payee for bank-to-bank transfers.

Since this is still not fixed, I recommend searching for an authorization form for the ACH agreement from outside QuickBooks.

For future reference, you can read this article about customizing invoices in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to click the Reply button below if you have questions about the ACH authorization form: I'm always here to help. Have a great day.

Can you please send me the ACH authorization form to [email address removed]

Thank you!

I can see the importance of obtaining the payment authorization form, AlohafromMaui. I'm here to assist you on how to get it so you can seamlessly accept ACH payments within QuickBooks Online (QBO).

To start, you'll have to enable your QuickBooks Payment. Then download the authorization form by going to the recurring transaction page on the Merchant Services page. 

Here are the steps:

1. Sign in to your Merchant Services account.
2. Under the Recurring Payments sections, select the Create recurring payment link.
3. In the Set Up Recurring Payment page, scroll down to the Payment Method section and click the Signed authorization link. The form will open on a new tab.
4. Download or print the authorization form and send it to your customer.
   
   

To learn more about QuickBooks Payments and recurring transactions by going through the following articles: 

• QuickBooks Payments FAQ
• Set up Autopay for recurring invoices in QuickBooks Online

I want to let you know that we've erased your email address from this thread. Safeguarding your personal information is very crucial to us, and we take that very seriously. By removing it, we hope to help protect and ensure that your data are only accessible to authorized personnel.

If you have other questions, feel free to reach out again. We'd be happy to help. Have a great day!

Hi, could I please get a copy of the ACH form?   The link is still not working!!

Thank you in advance!