Question

Accepting ACH/EFT payments and authorization form

Forum|Forum|2 years ago
September 22, 2023
1 reply
31 views

I created a Merchant Services account so the PAY NOW option was available to my tenants when I send monthly invoices.

I have a payment waiting but I cannot accept it because apparently I need to have a signed authorization form.

1) I have followed all links and paths suggested to access this form and I cannot get it. None of the links or suggestions bring the user to the ACH form. This is an issue I've seen in multiple threads and have yet to find the solution.

2) Do I have to get this paper form from every tenant, every month? They don't all pay on the same day, I just want them to have the option of paying through the invoice.

3) In the receipt area for type of transaction it says "eCheck Type : Signed Authorization" does that mean they've already signed one as they went through the process of paying through the invoice?

4) It has blocked out the checking account number in the receipt, do I have to get this from my tenant?

QuickBooks Desktop

MariaSoledadG

QuickBooks Team

Let me guide you on how you can accept and acquire the authorization form so you can process ACH/EFT payments, Cardon.

When using QuickBooks Payments, you can process secure, paperless, and hassle-free transactions using your Check. In order to get an eCheck authorization form, follow the steps provided below:

Go to the Help menu and select QuickBooks Desktop Help.
Enter "eCheck" in the search box, then select eChecks with signed authorization.
Follow the instructions on how to get the signed authorization and choose the type of forms you prefer. You can now process an eCheck transaction.

Please know that, after you enter a customer's account and routing number the first time, the next time you process an eCheck for this customer, the same information will be filled in automatically.

In QuickBooks Desktop, if your customer pays you with e-checks or sends paper checks, you can use QuickBooks Payments to process them. To provide you the detailed steps on how to get your customer payments into your bank account, read this article for more information: Process Checks In QuickBooks Desktop.

On top of that, learn how QuickBooks makes a match using the three Bank Feed modes available that are explained in this article: Add And Match Bank Feed Transactions In QuickBooks Desktop.

Feel free to leave your comment below. I'm only one post away if you need further assistance when receiving customer payments.

C

CarDonAuthor

My Help screen does not have tabs on top.

I've taken several routes to get to a link for that document and they all come back with a File Not Found error. Obviously, I can't move forward at all without that document.

These are not people who are setting up recurring payments, they are paying through the link in the invoice. They also wouldn't be on the phone with me while paying. I switched to this method and signed up for merchant services because it was sold as something that would be convenient and time saving.

So far, it's a severe disappointment and I've spent more time trying to figure it all out than I've spent on collecting and depositing paper checks all year.

If a customer is clicking on PAY NOW in their invoice and they've gone through the process there, entering all of their info and then approving the payment, why would I need to get a signed authorization from them? Worse yet, I would have to get one every time they pay if they don't set up for recurring payments?

These are tenants, many of whom don't pay on the same day every month and would not be setting up auto withdraw. What form would they fill out so they didn't have to do one every month?

C

CarDonAuthor

Thanks for getting back to us. I can see the importance of being able to successfully accept payment from your customer, CarDon. I'll provide you with the correct steps for the correct QuickBooks product, CarDon.

Generally, this authorization form is entered and saved in the system so you won't have to enter the details every time you'll accept payments. On the other hand, the steps I provided above are based on the original thread that was posted previously with the product which is labeled QuickBooks Desktop:

Since you're using QuickBooks Online (QBO), check out these steps instead to guide you how:

Sign in to Merchant Service Center.
Go to the Processing Tools drop-down and select Accept an eCheck.
Enter all the information needed.
Choose whether you have signed a signed authorization or if your customer is on the phone.
Select the box to confirm you've received signed/verbal authorization from your customer and that he or she consents. Here's the copy of the eCheck authorization form that your customer needs to sign and return to you.
Click Submit to process the transaction.

Moreover, you may also want to browse some helpful articles that may serve as your reference in case you encounter issues when working with QuickBooks Payments: QuickBooks Payments Help Articles.

Let me know if you need additional assistance with the authorization form. We're always here to help you anytime.

I am not using QuickBooks Online. I am using QB Desktop PRO PLUS 2023.

I need a working link to the ACH payments and authorization form.

I don't know which version you're using but your screenshots for the HELP option are not what mine look like and there is no option to select anything when echeck is typed in.

Once again.

Do I need that form if I am using sent invoices with the PAY NOW link in them?

If so, where is the form?

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded