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Ron-Uplift
Level 1

online vendor payments

I am using QB Online.  Where can I enter or edit banking infomration for a vendor before paying a bill?  The help articles direct me to online payments, but I do not see that menu item on the version I am using.  I can set up banking info for an ACH when actuallly making a payment.

5 Comments
Joesem M
QuickBooks Team

online vendor payments

Welcome to the Community space, @Ron-Uplift.

 

I'd be glad to walk you through the steps on how to enter the banking information of your vendor. Just go to the Expenses menu and enter the details from there.

 

  1. Go to the Expenses menu 
  2. Select the Pay Bills Online button.
  3. Under the Manage Vendors tablocate the vendor you want to add the bank account for.
  4. Click the Set up bank transfers.
  5. Enter vendor's bank account info and then select Next. Enter the following required fields:
    1. Account type
    2. Routing number
    3. Account number
    4. Re-enter account number
    5. Vendor's email address
  6. Hit Save.

 

Once done, you can now pay your vendors electronically. For more details, check out this article: Add a vendor bank account.

 

On top of this, I’m adding these links that you can read to learn more about how Online Bill Pay works in QBO:

 

 

You might also want to check this article for reference in case you need to refund your vendor: Enter a refund from a vendor. This link can walk you through the whole process effectively.

 

Please know that I'm just a post away if you have other questions about the Bill Pay. Wishing you and your business continued success. 

Ron-Uplift
Level 1

online vendor payments

I do not see a Bill Pay Online menu item.  I am using QuickBooks Plus (online) Version 4.3.0

ReymondO
QuickBooks Team

online vendor payments

Thanks for getting to this thread, @Ron-Uplift.

 

Allow me to provide alternative steps on how you can update your vendor's banking info in QuickBooks Online (QBO). 

 

The Pay Bills Online button should be visible in the Expenses menu. The steps that were shared by my colleague above are also applicable for all versions of QuickBooks.

 

If you're unable to see this option, let's make sure that you sign up as a Master Admin of the account. This way, you can have access to update the vendor's bank account.

 

If you already have this access and still couldn't see this option, I'd recommend performing some basic troubleshooting steps. This way, we can determine if it's cache-related.

 

There are times that too much cache accumulation can cause unexpected behavior in the product. Let's start by accessing your account in a private window. Simply press the following keys:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If you're able to see the Bill Pay Online menu, go back to your regular browser and clear its cache. Or else, use another supported browser. This might be a temporary issue with QuickBooks and the current browser that you use.

 

In addition, you can check out these articles on how to update and manage your bills in QuickBooks:

 

 

Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.

Ron-Uplift
Level 1

online vendor payments

I tried everything suggested without any success.  

AileneA
QuickBooks Team

online vendor payments

Hello, Ron-Uplift. 

 

I appreciate following all the steps above provided by my colleagues to help rectify the problem. Since the steps above didn't work for you. I recommend reaching out to our Contact Support team. They'll be able to pull up your account in a secure environment and help you navigate using one of their tools.   

 

  1. Go to the Help icon.
  2. Choose Talk to a human.
  3. Enter "Talk to a human" again in the search bar.
  4. Select I still need a human, then click Contact us.
  5. Choose a way to connect with us.  

 

Also, I’m adding a guide that lists our support hours and calls me back options to fit our customers' schedules: Support hours and types.  

 

Just in case, I'll add these articles for future reference:  

 

 

Moreover, in case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Online, visit our QuickBooks Community help website for reference: QBO Self-help.   

 

You can drop a comment below if you have other questions about QuickBooks. We're always here to help. Stay safe!

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