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2Bernadette
Level 1

E-check

Where can I find detailed instructions on how to accept payments using e-check?  Do I need to be set up with my bank first?

1 Comment 1
ReymondO
QuickBooks Team

E-check

I'll be glad to show you the steps on how to get customer payments into your bank account and record it on your QuickBooks Desktop chart of accounts, @2Bernadette.

 

If you already sent your customers an invoice, we recommend they pay for their invoices online. This makes it easier to record the payment.

 

If you haven't sent an invoice yet, follow these steps to create a sales receipt in QuickBooks Desktop.

 

  1. Sign in to your QuickBooks Payments account from QuickBooks Desktop.
  2. Click the Customers menu and select Enter Sales Receipts.
  3. In the Customer: Job drop-down, click the customer or job.
  4. Add products and services you're selling, quantities, rates, and amounts as needed.
  5. Select e-check.

 

Once done, it will open a payment process window. 

 

  1. In the Customer name field, enter the check writer's name. 
  2. In the Account Type drop-down, select the type of checking account the e-check is from. Please take note that this is should be the business, or personal checking account the customer is paying you coming from, not where you plan to put the money.
  3. Enter the Account number and Routing number on the check. This info should be on the check your customer gave you.
  4. Click the Customer authorization section. Then, select how your customer authorized the check.
  5. After you enter the e-check info, select Process Payment
  6. On the sales receipt, make sure the Process payment checkbox is still selected.
  7. When you're finished, select Save and close.

 

Once done, you can also record the bank deposit for these checks. Just go to the Banking menu and select Make Deposits. Then, follow these steps to combine the payments into a single record.

 

That's it! Please let me know if there's anything else I can do to be of assistance. Stay safe.

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