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Skyline
Level 2

how to keep your customer ACH info

 
3 Comments 3
JamesDuanT
Moderator

how to keep your customer ACH info

We can easily do that in QuickBooks Online, Skyline.

 

When creating sales receipt, you will have an option to save the bank information so you can use it in the future. You just need to make sure you mark the Use this account information in the future

 

You can see it in Step 2: Enter your customer’s bank info of this article: Process an ACH bank transfer from a customer.

 

Here's also another link that you might find helpful: Process a credit card payment in QuickBooks Online.

 

Feel free to get back to us if you need further assistance in saving the bank information.

Skyline
Level 2

how to keep your customer ACH info

I have QB Desktop - not online. Is there a way to keep my customer ACH info with QB Payments?
RCV
QuickBooks Team
QuickBooks Team

how to keep your customer ACH info

Thanks for coming back and clarifying what QuickBooks version you're using, Skyline.

 

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 info when processing the payment is unavailable. We can only save the credit card information in the Payment Settings section of the customer profile. Wherein you can process payments right in QuickBooks by turning on online payments for the invoices you an email to customers. Customers can pay their invoices by credit card or ACH bank transfer by following the link in the email to pay. To learn more about this one, see Receive and process payments in QuickBooks Desktop article. 

 

Also, if you are processing e-checks in QuickBooks, you'll have to manually enter the ACH information of your customer. From there, you can enter the Account number and Routing number on the check. and select the Customer authorization section on how your customer authorized the check. For the steps and details, see the Process e-checks or scan check payments in QuickBooks Desktop article.

 

Feel free to visit our QuickBooks Payments page for more insights about managing and processing your payments.

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Take care always.

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