Hi, I have a client who works for a cancer society. She wishes to send payments via QuickBooks to cancer recipients who qualify, ideally directly to their bank account. She would also like to attach an automated letter with the payment. What is the most efficient way to do this via QuickBooks Online Plus?
After completing these steps, your client will then be able to disburse the grant money to the patients in the society. You know where to find me if you have questions about this process or anything else in QBO. Take care.