Can my customers and vendors enter their banking details into QuickBooks directly, through a form that QuickBooks provides? I want to keep that data secure in transit.

Allow me to respond and share all the details to answer your inquiries about receiving and processing payments in QBO, dreamerdad.

Yes, QuickBooks Online does provide a way for customers and vendors to enter their banking details.

For incoming payments, you can use QuickBooks Payments to email invoices with a payment link. Your customers can follow the link and enter their bank account or card information. They can pay the invoice online via ACH transfer, PayPal, Venmo, and credit card.

Please go to this article for more details about this feature: Take and Process Payments in QuickBooks Online with QuickBooks Payments.

For paying vendors, the Direct Deposit for Contractors feature is an option. However, this can only be used for independent contractors. When you set them up, QuickBooks will automatically send them a self-setup invite. This invite includes a section for the contractor to securely enter their bank account information.

Once enrolled, you can pay that vendor via direct deposit from within QuickBooks Online. The money will transfer directly from your QBO bank account to the contractor's account.

Here's a helpful article that fully explains the process: Pay a Contractor with Direct Deposit.

For vendors that are not independent contractors, you can integrate third-party applications that provide this ability to collect payee bank details. Once collected through the app, you can then pay the enrolled vendors electronically from within QuickBooks by connecting to the app.

Just go to the Apps menu and proceed to the Find Apps tab to browse available integrations. Then, click the  drop-down list for Browse category and select Billing or Expense management  under the Manage business category.

Through these features, customers and vendors can securely input their banking info to process payments in both directions. QuickBooks is committed to protecting you, your customers, and your vendor's privacy. For more information about how we keep your data secure, visit our Privacy and Security Center.

Let me know if you need any help when processing and receiving payments. I'd be happy to provide additional guidance when using these features.

Thanks for your helpful response. Regarding paying vendors, I had been paying multiple contractors for years using the old bill.com integration where I did not need to leave Quickbooks which was great. I just clicked pay from within Quickbooks and payment was sent via ACH to these contractors. Do I need to set up these contractors with ACH all over again? Also, when I try to sign up for the contractor payments $7.99 option at https://quickbooks.intuit.com/payroll/contractor-payments/#pricing I login using my quickbooks account username and password but am then asked to choose from several accounts, 3 of which are exactly the same company name - my company name - as shown here  and I am not sure which one to pick. I only have one active, paid, Quickbooks account associated with the username i enter so I am not sure why there are 3 options with the same name. 

I see you have concerns regarding paying vendors and setting up contractors for ACH payments, as well as the confusion you're experiencing when trying to sign up for the contractor payments option, @dreamerdad. 

Regarding paying vendors, if you have been using the old bill.com integration to pay contractors within QuickBooks, there's no need to set up these contractors with ACH payments again. The integration should still be in place, allowing you to continue making payments to your contractors as before. 

Prior to selecting the contractor payments option, ensure that you have identified the correct active account among those with the same company name. It's possible that there may be duplicate accounts you created in the past that was associated with your company name. 

To avoid confusions from this point on, let's open the other company's file and revise their name.

Attached is an article with instructions on adding contractors and tracking their payments. It has useful details, so I suggest giving it a read: Set up contractors and track them for 1099s.

That should get you back on track, @dreamerdad. Feel free to tag my name if you have additional questions. I'll be around to help you.

@dreamerdad 

For your vendors/contractors, you can sign up for a Melio account for free to integrate with QBO. When you schedule the bill payment, Melio will ask how your vendor/contractor would like to receive payment, and you can select "Ask vendor for payment details". You don't need to know their bank details and it's secure.

https://affiliates.meliopayments.com/quickbooks

You can also get $100 as cashback for the first bill payment.

https://affiliates.meliopayments.com/cashback

I've signed up for Contractor Payments under my active Quickbooks account and I tried to pay vendors who I previously paid via ACH and I am confused for 2 reasons:

1. It is telling me it does not have their bank info

2. It tells me I can email them to request it securely but does not clarify how to do so. Does it mean i should send an email to them asking them to email their bank info to me via normal email? That would be a bad idea since not everyone uses secure email. I used to be able to send them a secure request from quickbooks/bill.com via email. Is that still possible?

Here is what I am seeing: https://www.loom.com/share/6f04f0cd55774957a8c3051bcf7d73a6?sid=e9a2de87-2a4d-4e48-bf2f-d71bed5b85a8

I should clarify as well that in the example above, the contractor's email address is in Quickbooks and I also see it when trying to set them up to receive payments. 

Thanks for sending the video of your vendor setup, dreamerdad.

I see that the "Send Email" option is not showing when trying to collect your vendor's bank details. The Send email link is placed just below Write check or Pay with Direct Deposit.

Once the W9 details are filled out, you will no longer see the Send email button. You'll want to manually add the bank account details or set up a new contractor profile. Here's an article as a guide: Set Up Contractors and Track Them for 1099s.

Here are some additional help articles with guidance on using the direct deposit feature:

• Void or Cancel Contractor Payments
• Get Help If You’re Over a Direct Deposit Limit

Browse through them to find answers in case you have other questions when managing and paying contractors over time.

Don't hesitate to always get back here and ask for help whenever you need it. I'm always happy to provide more guidance and explanations about using this feature in QuickBooks Online. 

Thanks for your help with this. As previously mentioned, this contractor and many others already entered their bank details many months ago and I had been paying them regularly using Quickbooks Bill Pay via ACH. Are you suggesting that I am go to have to ask all of these contractors to give me their bank info so that I can then manually enter their bank details? Is there a way to either 

a) use the bank details they previously provided

or 

b) send them a secure link where they can enter their own details (as they did the first time)?

Thanks again for your help.

Hey there, @dreamerdad.

Thanks for checking back in with us. 

After reviewing the thread, it sounds like you were using the old Bill Pay and then switched to Contractor Payments. In this case, you'll need to go through the process where you invite the contractor to set up a free QBSE account. Once that's done, the contractor should be able to add their W-9 info, and then you can send them a secure request to fill out their banking info.

Here are some help articles that can walk you through the process: 

1. Inviting the contractor: https://quickbooks.intuit.com/learn-support/en-us/help-article/account-management/invite-contractor-...
2. Paying the contractor: https://quickbooks.intuit.com/learn-support/en-us/help-article/payroll/pay-contractor-direct-deposit...
3. Steps for the contractor to follow: https://quickbooks.intuit.com/learn-support/en-us/help-article/small-business-processes[…]c-quickboo...

If you have any questions about this process, please don't hesitate to let me know. I'm always happy to lend a hand. Have a good one! 

Tori - To clarify, I signed up for Contractor Payments because the old Bill Pay stopped working. Quite honestly, this has been a very confusing process as there was an alert at one point saying the old bill pay would be going away but I don't recall seeing any guidance on how to transition to the new bill pay. Is there any way to just stick with the old Bill Pay so that all of my vendors and I don't have to restart the whole process all over again and so that I don't have to manually enter the vendor's bank details? 

Thanks again,

Hugh

Thanks for following up on this thread, dreamerdad.

In this instance I recommend reaching out to a member of the QuickBooks Support Team. Agents have specialized tools, like the ability to share your screen, to take a closer look. An agent will be able to view the current setup with Contractor Payments and guide you through the process of transitioning to the new Bill Pay. 

I'm linking a couple of articles below for you to get in touch with the proper team:

• Learn about QuickBooks Bill Pay
• QuickBooks Online Support

With this info you'll be back on track with payments and bills as quickly as possible. Please feel free to reach back out if you have any other questions.

Morgan - Thanks for that idea to contact support. However, per my previous post, I would prefer to go back to the old bill pay so that I don't have to redo everything with all of my vendors, ask them for their bank details, etc... Is it possible to go back to the original bill pay or is that not possible? Are there other Quickbooks users facing this issue or am I the only one? I don't see any help guides on transitioning away from the old bill pay and I don't see others posting about this and am just wondering if perhaps I am the only one facing this issue. Just a bit confused at the moment to be completely honest. 

Thanks again!

Hello, dreamerdad. 

Thank you for reaching out. I'll be happy to assist you with your concerns. To make sure that we are on the same page, can you please clarify which old bill you are referring to? Were you using QuickBooks Bill Pay or Bill Pay powered by Melio? This will help us ensure that we are addressing your concerns accurately.
 

However, I agree with my colleague MorganB that it may be helpful to contact our customer support team to guide you through the process of reverting to the old Bill Pay system. They should be able to provide you with more detailed instructions on how to do this and address any concerns or issues you may have encountered. Our customer support team is highly trained and experienced in assisting customers with such matters, and they would be more than happy to help you in any way they can.

Here's how to contact our support team: 

1. In QuickBooks, click Help at the top. 
2. Choose Contact Us at the bottom. 
3. Enter your concern and click Let's talk. 
4. Choose a way how to connect with us.  

In addition, I've got you this article to help you manage payments in QBO: Take and process payments in QuickBooks Online with QuickBooks Payments. It provides detailed instructions on how to use QuickBooks Payments to process transactions, track invoices, and manage customer payments. 

Additionally, here's an extra article you can browse to see information on how to manage bills and record payments in QBO: Create and manage bills and bill payments in QuickBooks Online.

If you have any questions or need further assistance, you can always post to the Community again. We're here to help you in any way we can. Have a great day!

How do we invite vendors we need to pay to enter their own ACH information into QBO online billpay?

I don't want to have to call and email every vendor and verbally confirm - is there an INVITE VENDOR option so they can enter their own ACH information?

This bill pay screen requires our accounting team to hand enter this information, but has no link to email and invite the vendor to join our bill pay.  

This is very time intensive to request ACH information from each vendor we pay..

This question has not been answered properly

We are asking if there is a way to send an email to vendors from the QBO billpay screen that requests vendors enter their own ACH information.  It is not secure to do over email, and we then have to call to verify banking information which is very time intensive. 

I am using qbo billpay.  there is a screen to pay via ach, but no option to request ach information for someone to be paid. 

@taylor99 

there is a screen to pay via ach, but no option to request ach information for someone to be paid.

As I know QB Billpay doesn't provide this feature. You can sign up for a free Melio account and ask your vendors to provide their own bank information by system.

https://affiliates.meliopayments.com/quickbooks

There are 2 ways you can ask:

1. Through the vendor details in the "Contacts" section

2. Through the payment flow

You can also get $100 cashback to pay the first bill.

https://affiliates.meliopayments.com/cashback

We understand how the benefit of sending an email request for vendors to enter their own ACH information from QuickBooks Bill Pay would help both you and your vendors manage payments. However, this isn't currently an option, taylor99. I'll provide more details about this and encourage you to send feedback or product recommendations to help improve the features and your experience with the platform.

We agree with @4Gal. You may opt to integrate a third-party application that has the ability to collect payee or vendor bank details and complete your task. Do this by going to the Apps menu and proceeding to the Find Apps tab to browse the one that fits your needs.

As the feature isn't currently available, and we can't provide a timeline for its implementation, we suggest sharing your feedback. Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.

Additionally, would you like to know how much you're paying each vendor every month? This article will guide you through the process: Run and save a monthly expense report by vendor.

If there's anything else we can help you with in managing your vendor and expense transaction, please let us know in the comments. We'll be here to lend a hand.