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MiguelG
Level 3

No ACH payment option?

I've already completed the sign-up process to accept ACH payments and I've double checked that my bank info is in Account and Settings.

 

Then I created a new recurring transaction, Sales Receipt, when I click on the pulldown menu in Payment Method, I can't find the ACH option.

 

Am I missing something?

 

Screen Shot 2018-11-29 at 4.54.12 PM.png

 

7 Comments 7
BettyJaneB
QuickBooks Team

No ACH payment option?

Hi there, @MiguelG.

 

Great job in signing up successfully with ACH Payments with QuickBooks Online. Let's get this issue sorted out and get you back to business.

 

After signing up to QuickBooks Payments, you can go ahead and process your sales transaction. 

 

Here's what you're going to do:

 

  1. Select the Check or ACH payment method as you create a one-time or recurring sales receipt or as you receive a payment.
  2. Enter your customer’s bank info.
  3. Get authorization from your customer. You can read them a script or have them fill out a form.
  4. Process the transfer and get paid.

I have here a helpful article that you can refer to which contains the entire process of ACH bank transfer in QuickBooks Online: https://quickbooks.intuit.com/blog/whats-new/process-ach-bank-transfers-right-in-quickbooks/.

 

This should help you process your sales transactions completely, @MiguelG. Please know that the Community has your back should you have any questions. Have a great day!

MiguelG
Level 3

No ACH payment option?

The ACH option is nowhere to be found. That's the problem.

The Check option doesn't allow me to enter the customer's bank info. See screenshot:

Screen Shot 2018-11-29 at 11.02.11 PM.png

JamesDuanT
Moderator

No ACH payment option?

I want to add a few details about the answer above, Miguel.

 

After you sign up for ACH Payments, we can now create a new payment method where we can enter the customer's bank information. Let me show you how:

  1. In the Sales Receipt window, select a customer name.
  2. In the Payment method field, select + Add new.
  3. Make sure to mark the This is a credit card box.
  4. Click Save.
  5. You can now click the Enter credit card details button that is available below the Payment method field.
  6. Enter the customer's credit card information and click Save.

Now, your customer should be able to pay the invoices online.

 

Let me know if you need more assistance with this. I'll be around.

MiguelG
Level 3

No ACH payment option?

Ok. So I created a new payment method named 'ACH' and selected 'This is a credit card' box. Now it shows up, but when I click on 'Enter credit card details' it asks me for credit card number, expiration date, CCV, etc. This is not what I need! What I need is a dialogue box where I can enter the bank info.

 

I found another article where it describes this process, but I don't see any option to enter bank info.

https://quickbooks.intuit.com/community/Payments/Receive-ACH-bank-transfer-in-QuickBooks-Online/m-p/...

MariaAlmaT
QuickBooks Team

No ACH payment option?

Hello there, @MiguelG.

 

Thanks for sharing your concern with us. I have some information that should clarify your concern about adding a payment method on Sales Receipt, Received Payment, or Recurring Transaction page.

 

Since you already set up the bank when you sign-up for ACH payments, there's no need to re-enter the information in the payment method. Please follow the steps provided by my colleague @JamesDuanT.

 

On the other hand, if you choose Check, select the Authorization hyperlink to provide your customer with the Bank Transfer Authorization Form. Check the box to ensure the payment will process each time a form is created using this recurring transaction.

 

For more information, check out this article on how to set up recurring sales receipt: https://quickbooks.intuit.com/community/Payments/Set-up-recurring-sales-receipt-in-QuickBooks-Online....

 

On the other hand, if you want to check your bank account information for ACH, you may visit the Account and Settings.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. Click the Payments tab.

Your should be bale to add the ACH payment method. Let me know if you're able to do so and if you have other questions by posting a reply below. I'm always here to help. Wishing you continued success.

Malcolm Ziman
Level 10

No ACH payment option?

 

For me it says "QuickBooks Payments-Bank" as the Payment method

 

 

MiguelG
Level 3

No ACH payment option?

Problem solved, but I think there is a bug.

 

When I initially selected Check no button appeared below it. Only after I added an amount did the button appear.

Now it appears immediately after I select Check as the payment method.

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