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Level 1

How do you get ACH activated in QBO?

We have QBO Payments...

 

When I set up a new payment type there is a check box that says "This is a Credit Card."  However, there is no other check box that says anything like "This is an ACH" or "This is a Bank Transfer."

 

If I choose "Credit Card" as the payment type of a payment a pop up opens asking for CC info.  There are no fields in that window to enter routing nor account info.

 

If I edit the invoice layout and go to the "Payments" tab, there is a check mark next to "Bank Transfer."  

 

 

 

 

3 Comments
Highlighted
Level 1

How do you get ACH activated in QBO?

A QBO Agent came in here and said to call QBO for a response.  When I posted, "That is a completely useless response..."  They deleted their answer and ran off.

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Content Leader

How do you get ACH activated in QBO?

Good afternoon, @MRusty.

 

I just wanted to hop in and provide some quick clarification about your comment. The users who posted phone numbers in your thread here were fraudulent individuals attempting to impersonate official Intuit support. Some recent changes to the Community has lead to an influx in these type of scams and we're hard at work removing those comments and users as quickly as possible. Please remember that Intuit support will never post contact information publicly, you'll only ever be redirected to the official Intuit contact page.

Once contacted, these scammers attempt to convince you that your QuickBooks is experiencing file damage and will offer maintenance for a fee. If you run into any similar comments in the future, please alert a forum moderator by following these steps:
 

  1. Click the 3 dots (⋮) in the top-right of the fraudulent/scam post. 
  2. Select Report Inappropriate Content
  3. Type a brief message to let a moderator know what's going on.

Please check out our guide on protecting yourself from tech support scams to learn more.
 

Regarding your payment type issue, I'll be happy to help you get to the bottom of this. To clarify, is the checkbox for Bank Transfers available to be checked at the top of the e-Invoices you create within QuickBooks? Remember that the ACH exchanges can't be processed through Sales Receipt or any type of transaction other than e-Invoices.

It's also worth noting that if you've only just been approved for your QuickBooks Payments accounts, there's a few days of delay between being approved to receive Credit Card payments and ACH. Thanks for coming to the Community, I'll be watching for your response.

Highlighted
Level 1

How do you get ACH activated in QBO?

Yes.  The box is checked on the invoice edit screen, and there is a check box that can be checked on the invoice entry screen.  Does the invoice have to be sent with that box checked in order to allow ACH payment?

There is no way to set up a new payment method that allows entry of routing and account #s.

 

You say, "Remember that the ACH exchanges can't be processed through Sales Receipt or any type of transaction other than e-Invoices."  But that is completely contrary to the information here: https://quickbooks.intuit.com/blog/whats-new/process-ach-bank-transfers-right-in-quickbooks/

 

 

 

 

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