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ACH

Forum|Forum|4 years ago
February 19, 2022
3 replies
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Is there a way for us to keep our customer's ACH info in QB desktop?

QuickBooks Desktop

Best answer by mv32

I see this function can help, and I'll share some insights about our payment solutions, @Jacob Q.

In QuickBooks Desktop, your customers can pay for their invoices online with a credit card, debit card, and ACH bank transfer. However, the option to save their ACH information when processing the payment is unavailable.

We can only save the credit card information in the Payment Settings section of the customer profile. By turning on online payments for the invoices you email to customers, you can process payments right in QuickBooks.

I'm adding this reference for more details about how customers can pay their invoices by credit card or ACH bank transfer by following the link in the email to pay: Receive and process payments in QuickBooks Desktop article.

Just in case you are processing e-checks in QuickBooks, you'll have to enter the ACH information of your customer manually. From there, you can enter the Account number and Routing number and then select the Customer authorization section on how your customer authorized the check. You can read this article: Process e-checks or scan check payments in QuickBooks Desktop.

Please join me by leaving a comment below if you have additional questions about processing online payments in QuickBooks Desktop. I'll get back to you. More power to your business!

M

mv32Answer

Level 8

I see this function can help, and I'll share some insights about our payment solutions, @Jacob Q.

In QuickBooks Desktop, your customers can pay for their invoices online with a credit card, debit card, and ACH bank transfer. However, the option to save their ACH information when processing the payment is unavailable.

We can only save the credit card information in the Payment Settings section of the customer profile. By turning on online payments for the invoices you email to customers, you can process payments right in QuickBooks.

I'm adding this reference for more details about how customers can pay their invoices by credit card or ACH bank transfer by following the link in the email to pay: Receive and process payments in QuickBooks Desktop article.

Just in case you are processing e-checks in QuickBooks, you'll have to enter the ACH information of your customer manually. From there, you can enter the Account number and Routing number and then select the Customer authorization section on how your customer authorized the check. You can read this article: Process e-checks or scan check payments in QuickBooks Desktop.

Please join me by leaving a comment below if you have additional questions about processing online payments in QuickBooks Desktop. I'll get back to you. More power to your business!

8

80pvirtual

My client paid the invoice using the bank transfer feature on 7/18 and it still hasn't been deposited.

I am super frustrated about this and no one has been able to tell us where the funds are.

Her bank has confirmed that the funds have been debited from her account....so where are the funds?

R

RCV

QuickBooks Team

Experiencing a delayed deposit is tough to deal with, 80pvirtual.

The funds usually reach the deposit bank account within 2-3 business days of the transaction. However, it varies depending on the time of day you enter transactions, which financial institution you choose for transactions to be deposited in, and how long it takes your bank to verify or process electronic deposits. The approximate wait time for credit card payments to be transferred to your bank would take 5-7 banking days. While ACH deposits may take 7-10 business days. Here's an article you can refer to for more details about finding when QuickBooks Payments deposits your money article for your guidelines.

On the other hand, we held your deposit if we suspect something unexpected in it while processing the payments. We occasionally review unexpected transactions to help protect you and your customers from any fraudulent activities. This is why we won’t deposit the money from the specified transactions until we complete our review. We generally complete the review within 2 business days after we get all the information from you.

If the payment is still not deposited within the given length of time, it would be best to contact our QuickBooks Payments Support Phone Team. They'll pull up your account in a secure environment and help you with this one. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

Feel free to visit our QuickBooks Payments page for more insights about managing your customer payments on your account.

You can always update after contacting our support I want to ensure this is resolved for you. Also if you have questions about reconciling your accounts, please add a reply below. I'd be happy to assist you further.

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