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Level 1

Customer Payment options and reality

Quickbooks Desktop Pro seems to be in denial. My customers are businesses and governments, and many of the smaller businesses pay me online via bill.com. Others pay me directly with ACH. yet all QB Desktop Pro enables or acknowledges for customer online payments (in customer setup) is Intuit's own credit card and ACH payment options - none of my customers use either of those, and none EVER have (I've used QB since about 2004) and none have EVER wanted to (I raised it as an option and was turned down constantly, so stopped).

 

Furthermore, in the Customer Payment screen, while I can "Add New Payment Method"s, the only options there are to enter a payment type and card number with expiration date. Bill.com, of course, does not have a card number with expiration date (I added ACH and it asks me for card number and expiration date!). This should be updated and the fields made more generic so one can enter relevant information.

 

Don't even get me started on how my foreign customers pay me, the expanding number of options there and how QB fails to support that.

 

There there's the need to report on it all. Maybe that's a post for another day.

Mike

Solved
Best answer 12-26-2018

Accepted Solutions
QuickBooks Team

Re: Customer Payment options and reality

Hi there, @designchain.

 

Thanks for taking the time to reach out to us. Allow me to address your concern, so let me get this straightened out. 

 

Since QuickBooks Desktop and Bill.com are different products and uses a different database, any functionality like ACH processing/ security may differ for both programs. In your case, if you're receiving ACH payments in Bill.com, you may record the payments manually in QBDT without signing up to our Payments service.

 

In this case, I encourage you to send feedback directly to our product developers for future updates.

 

Here's how: 

  1. At the top menu bar, click Help.
  2. Select Send Feedback Online
  3. Choose Product Suggestion, and fill in the feedback info.
  4. Click Send Feedback

I also attached a couple of articles for your future reference: 

Don't hesitate to click the Reply button below if you have any other concerns. Wishing you and your business continued success. 

View solution in original post

11 Comments
QuickBooks Team

Re: Customer Payment options and reality

Hi there, @designchain.

 

Thanks for taking the time to reach out to us. Allow me to address your concern, so let me get this straightened out. 

 

Since QuickBooks Desktop and Bill.com are different products and uses a different database, any functionality like ACH processing/ security may differ for both programs. In your case, if you're receiving ACH payments in Bill.com, you may record the payments manually in QBDT without signing up to our Payments service.

 

In this case, I encourage you to send feedback directly to our product developers for future updates.

 

Here's how: 

  1. At the top menu bar, click Help.
  2. Select Send Feedback Online
  3. Choose Product Suggestion, and fill in the feedback info.
  4. Click Send Feedback

I also attached a couple of articles for your future reference: 

Don't hesitate to click the Reply button below if you have any other concerns. Wishing you and your business continued success. 

View solution in original post

Level 1

Re: Customer Payment options and reality

Thank you, JanyRoseB. I will make such a suggestion. In any case, how do I stop QB from displaying the attached alert/threat? I do not use QB Payments so have no need nor intention to sign up.

 

Thanks,
Mike

Anonymous
Not applicable

Re: Customer Payment options and reality

Hello again, @designchain.

 

Allow me to step in for a moment and help share some information about the QuickBooks Payments alert in QuickBooks. This alert usually won't show up if you didn't choose an online payment in the payment preferences.

 

Let's check first if your online payments are active. If it is, let's try to uncheck the boxes for Credit Card and Bank Transfer to stop the sign-up alert. Please see attached screenshots below.

 

 

 

Let me know how it goes. I'll be here to help if you have other questions about QuickBooks Payments. 

 

Level 1

Re: Customer Payment options and reality

Hi Lily,

 

Those payment prefs don't even show up. I had removed them from all my active customers a couple weeks ago. However, I looked a little further and find that I had one inactive customer and the ACH option was selected for them. I have removed it so now maybe it will no longer show up?

 

Thanks,

Mike

 

Moderator

Re: Customer Payment options and reality

It's nice to see you again here in the Community, @designchain.

 

I appreciate the steps you've done to get this working. Allow me to loop in and provide some additional information about bout the QuickBooks Payments alert in QuickBooks.

 

That is the likely reason why you're getting that notification. Since you already unchecked the Bank Transfer (ACH) option on your inactive customer's profile, you'll no longer receive this alert.

 

Thanks for being a part of our QuickBooks family. Don't hesitate to let us know if you're still getting that notification so we can get back to you right away. Take care and have a great rest of the week!

Level 1

Re: Customer Payment options and reality

I just received it again.  I feel like I'm being threatened :smileylol: - "9 skips left" is now "8 skips left". When it gets to zero do I get locked out because of something I don't use?

Thanks,
Mike

QuickBooks Team

Re: Customer Payment options and reality

Hello again, designchain.

 

Thanks for getting back to us. Let me help and provide some additional information on how to turn off the Payments alert in QuickBooks. 

 

I appreciate you for following the steps provided by my colleagues on their posts above. For additional steps, you'll need to turn off messages for product and services on your QuickBooks Preferences. This way, you'll no longer receive any advertisement for ACH Payment.

 

Let me walk you through the steps: 

  1. At the top menu bar, click Edit
  2. Select the Preferences.
  3. Go to General.
  4. Click My Preferences.
  5. Make sure to unchecked the box of Turn off pop-up messages for products and services.

If the same thing happens, I encourage you to call our QuickBooks Desktop Support Team so they can take a look at your account and investigate this further. 

 

Here's how you can contact our phone support: 

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact#.
  2. Select version of QuickBooks, click Contact Us.
  3. Type-in Technical Support on the search bar. 
  4. And click Get the Phone number below. 

Please let me know how it goes. Don't hesitate to click the Reply button below if you have any other questions. Have a good one. 

Level 1

Re: Customer Payment options and reality

Thanks. Though, "Make sure to unchecked the box of Turn off pop-up messages for products and services" seems counter-intuitive to turn off pop-up messages for products and services. I'll see if it works.

 

Thanks,
Mike

Level 15

Re: Customer Payment options and reality

The issue is in your definitions in Payment Methods Listing. Make sure not to set your own Payment Method to one of Intuit's Payment Types. All of yours should show on the Payment Methods buttons, far right as More/Other. The Payment Type names matter; the pop up you are getting is because you used a Type that is linked to an Intuit Function. You need to use generic Types, such as your own ACH = e-check or just check.

Level 1

Re: Customer Payment options and reality

So ACH cannot be of type "Other"?

Level 15

Re: Customer Payment options and reality

"So ACH cannot be of type "Other"?"

 

Look at Payment Method and it is assigned to a Payment Type. You don't get to control or name Payment Types, and don't use one that is linked internally in the program to an Intuit Function. Don't use CC, if you don't use Intuit to process CC from QB, for instance. If you have your own CC terminal, then in QB you set up "MasterCard" as Payment Method but link it to "Other" as Payment Type. Don't use Their Types that are Functional. Use one that is Notational, and rely on your own Payment Method Names.

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