Timing of payments with Bill Pay for QBO

EmoryK · ‎January 24, 2021

Hi,

I'm looking into using Bill Pay for Quickbooks and would like to know if its possible to enter a Bill Pay payment into a queue & have it pay the vendor at a later date (say, 1 or 2 weeks later).

MichelleBh · ‎January 24, 2021

Hi there, @EmoryK.

I'm here to present the detailed instructions in entering a bill pay into a Quickbooks Online queue.

Let's sign-up first for Online Bill Pay (OBP) using the direct link.

Here's how:

Go to Online Bill Pay Learn More page, then select Get Started.
Complete the company information and hit Next.
Select Open, then click Next.
Enter your personal information and tap Next
Answer the questions to finish the setup.

You may refer to this article: Learn about QuickBooks Bill Pay.

After that, you can now create a bill by going to the + New and choose Bills. But before doing that, make sure to enter details on the bill and schedule a payment by 6 PM PST.

Here's how:

On the Bill page, select the vendor in the dropdown.
Complete the required data.
Hit the Save and schedule payment button and set the date 1 to 2 weeks.

For the existing bills, you can go to the Pay bills and set the payment schedule.

For more information, check out this page: Enter bills and record bill payments in QuickBooks Online.

Since this is the first time to use the feature, the first starting with the Bill Pay service, allow four banking days for bank transfers and mailed checks.

For more knowledge about processing lead time, visit this article: Understanding payment schedules in Online Bill Pay.

Additionally, you can always access any vendor reports to review all the data entered into the system. Then customize it to show the specific transactions.

I've also added some articles about handling vendor transactions, tracking payments, and other relevant matters.

If you have any other questions about bill pay, please feel free to add a comment below. I'm happy to serve you. Have a great day.

View solution in original post

MichelleBh · ‎January 24, 2021

Hi there, @EmoryK.

I'm here to present the detailed instructions in entering a bill pay into a Quickbooks Online queue.

Let's sign-up first for Online Bill Pay (OBP) using the direct link.

Here's how:

Go to Online Bill Pay Learn More page, then select Get Started.
Complete the company information and hit Next.
Select Open, then click Next.
Enter your personal information and tap Next
Answer the questions to finish the setup.

You may refer to this article: Learn about QuickBooks Bill Pay.

After that, you can now create a bill by going to the + New and choose Bills. But before doing that, make sure to enter details on the bill and schedule a payment by 6 PM PST.

Here's how:

On the Bill page, select the vendor in the dropdown.
Complete the required data.
Hit the Save and schedule payment button and set the date 1 to 2 weeks.

For the existing bills, you can go to the Pay bills and set the payment schedule.

For more information, check out this page: Enter bills and record bill payments in QuickBooks Online.

Since this is the first time to use the feature, the first starting with the Bill Pay service, allow four banking days for bank transfers and mailed checks.

For more knowledge about processing lead time, visit this article: Understanding payment schedules in Online Bill Pay.

Additionally, you can always access any vendor reports to review all the data entered into the system. Then customize it to show the specific transactions.

I've also added some articles about handling vendor transactions, tracking payments, and other relevant matters.

If you have any other questions about bill pay, please feel free to add a comment below. I'm happy to serve you. Have a great day.

EmoryK · ‎January 25, 2021

Thanks so much Michele!

However I have run into a small problem in the setup.

I was able to get all the way thru the Bill Pay setup process but it says "We cannot verify your identity."

It then take me to a screen to submit a request to verify my identity & I filled in the form. But when I try to add files with scans of my documents (driver's license & birth certificate) it says "the upload took too long the connection was lost".

I tried it a couple of times & still get the error even though it did not take more than a minute.

See attached screenshot.

JoesemM · ‎January 25, 2021

Hello there, @EmoryK.

I appreciate you for following the steps shared by my colleague on how to enter bill pay into a Quickbooks Online queue. To isolate this unexpected behavior, let's perform some troubleshooting steps to fix the error message your getting.

We need first to identify if it is a data issue. Browser cache does help speed up your web browsing, but sometimes this data may be corrupted and can cause problems in QuickBooks. Please follow the steps below:

Log in to your QBO account using a private browser. This browser prevents the cache from being stored on your computer.
If you don't experience any problem, go back to your regular browser and clear the cache. This will help to refresh the system and removed the cache saved on the browser that causes the problem.
However, if you still encountered the same thing, I'd suggest using a different supported browser.

Here are some handy articles that can help you along the way. It has FAQ's and other information about QuickBooks Online Bill Pay.

Learn about QuickBooks Bill Pay

I'm just a post away if you have any other questions. I'll be happy to help you out.

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Timing of payments with Bill Pay for QBO