Is there a way to receive batch payments? I have all of my clients set up through EFT pre-auth debit through my local credit union, and it would be really handy to be able to do a batch receive payment from the sales screen where it shows all of my customer's outstanding balances. If it's not an option, is this in development?
Hey there crystals,
I'd like to welcome you to the Community.
I can see how batch receiving payments would be beneficial to you. This feature isn't currently offered but I think it would be a great addition.
I would suggest leaving some feedback for our product development team. If you are using QuickBooks Desktop, this can be done at this link: https://quickbooks.intuit.com/commerce/common/fragments/feedback.jsp. If you are a QuickBooks Online user, feedback can be left here: http://feedback.qbo.intuit.com/.
Please don't hesitate to reach out if you have any other questions.
I process a Monthly ACH and get one large Deposit to checking. I use the Banking feeds to match to open invoices, to apply it against the invoices for the customers I know pay by this ACH.
Happy holidays and welcome to the QB Community. It's possible to batch receive multiple payments from the same customer, but not multiple customers.
You've brought up an excellent use-case for batch "receive payments." From a data perspective, incoming cash flow can be difficult to manage since the system has to interact with multiple institutions and thus multiple databases/sets of API.
Is your receiving volume fairly large?
When you are applying those payments is there a way that you can actually let Quickbooks know to apply them to open Invoices from a specific Customer? I work in Healthcare and usually bill thousands of dollars to insurance companies. When and if we get payments hey usually pay in small amounts per claim (some of them) and is a pain having to go to each transaction and match it (via Bank Feeds) to the open Invoice (We usually input one big invoice per month for all insurance companies). For one month we may have 300 transactions that need to be manually applied to that invoice. Any ideas how can I make this in a better way?
Hi there, @pgonzalez,
I’m here to share some information about matching the received payments with downloaded transactions.
QuickBooks Desktop finds a match based on the following:
• Check numbers
The software is currently not capable of automatically applying payments to open invoices for a specific customer. The way you’re doing it, manually matching the payments to the invoices, is the resolution we have as of right now.
To learn more about how adding and matching bank feeds transaction work, you can refer to this article: https://community.intuit.com/articles/1501491
You can also send product suggestions so we’d know how we can make the software better for your company. Here’s how:
1. Click the Help menu bar.
2. Scroll down to Send Feedback Online.
3. Select Product Suggestion.
4. Select Product Suggestion for the Type of Feedback.
5. Product Area is optional.
6. Enter your suggestion.
7. Click Send Feedback.
I’m here anytime you need additional information about payments, invoices, or the Bank Feeds Center.