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bnelobster
Level 1

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

 
10 Comments
Fiat Lux - ASIA
Level 15

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

If both of you and your vendor are located in the US, utilize this service to pay your bills. You may enter details manually, upload a file or take a photo of an invoice. Then integrate it to your QBO to auto-sync it all. You can also pay vendors with a business credit card even if your payment receivers don’t accept them. Get rewards and take advantage of up to 45 days of float until your next credit card billing cycle.

melio.grsm.io/quickbooks

 

Hope it helps.

MaulikH
QuickBooks Team

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

Hi, bnelobster.

Glad to hear you're using the QuickBooks Online using the Online Bill Pay feature. If you're already signed in just follow these steps and you'll be able to put the information in yourself. 

  1. Select + New.
  2. Select Pay Bills Online.
  3. Select the checkbox on the bills you want to pay, then Next.
  4. Review the payment info. To make any updates, select Edit details.

We have an article, what is Online Bill Pay. It details a lot of information on Bill Pay and how to use it. I'm here as well to help in any way I can. Just comment below if you need to reach me.

Tiffiny Taylor Krugh
Level 4

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

I see "+ New: but not "Pay Bills Online", I only see "Pay Bills".

 

Any advice?

Fiat Lux - ASIA
Level 15

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

@Tiffiny Taylor Krugh 

Just to clarify, are you using QBO US version?

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

Another option, you may open a MP account for free. 

https:// melio.grsm.io/quickbooks

 

Tiffiny Taylor Krugh
Level 4

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

I'm in the US so I'm assuming, using this login:

https://c28.qbo.intuit.com

ZackE
QuickBooks Team

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

Thanks for reaching out to the Community, Tiffiny Taylor Krugh.
 

If you're seeing a Pay bills option after using your + New button, you haven't finished setting up Online Bill Pay yet. The Pay Bills Online choice will only display on your ADD NEW screen once the app's been synced with QuickBooks.
 

You can sign up while logged in:
1. Use your + New button.
2. Click Pay bills.
3. Tick the appropriate checkboxes to indicate which bills you'd like to schedule payments for.
4. Hit Schedule payments online.
5. Select Continue.


The app can also be obtained on its page in our QuickBooks App Store. Once you've linked your application, you'll be able to add a vendor's bank account manually.
 

If there's anything else I can assist with, I'm just a post away. Have a lovely day!

Tiffiny Taylor Krugh
Level 4

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

Thank you Zack.

 

I actually am aware on how to process an online payment, what I looking for is how to "Invite a vendor to pay".  Either with a generated email asking them for their banking info or, at the least a downloadable form to send them.

Candice C
QuickBooks Team

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

Hey, @Tiffany Taylor Krugh. 

 

Thanks for reaching back to the Community. I can walk you through the steps of how to invite a vendor to sign up in Online Bill Pay. Don't worry. It only takes a few easy instructions. 

 

Here's how: 

 

  1. Go to the Set up bank transfers option. 
  2. Click on the vendor to receive the bank transfers. 
  3. Press the Edit (Pencil) icon in the top right-hand corner to customize your message. 
  4. You can put a check in the "Make this my default invite" box to make this your default for future invitations. 

 

After your vendors accept the invitation that you send them, they can check out this link to find the next steps they need to take: Send a customized invitation to a vendor

 

If you have any more trouble with inviting your vendor, please don't hesitate to ask. The Community is always here to have your back. Have a splendid day!

Tiffiny Taylor Krugh
Level 4

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

Great, was able to get to the screen where I can send invitations to vendors.

 

One more question, do you know why I am unable to add, or see, the Bill Pay app to the "My Apps" tab?

Joesem M
QuickBooks Team

I invited a vendor to set up bank info in bill pay. They accepted but did not complete it. How can I enter data myself?

Glad to know that you're able to send an invitation to your vendors, @Tiffiny Taylor Krugh.

 

Once you enter Bill pay in the search bar, you'll see some third-party apps that are related to it. 

 

If you directly apply for Online Bill Pay in QuickBooks. This application doesn't show in My Apps. However, Bill.com is a third-party app that integrates with QuickBooks, which you can find in My Apps.

 

Although, both Online Bill Pay and Bill.com have the same process as creating a new bill or sending payment and managing your bills in QuickBooks.

 

In case you want to find Bill.com in My apps, here's how:

 

  1. Go to the Apps menu at the left pane in your QBO account or directly go to the website apps.intuit.com 
  2. Click the Find my Apps tab, then enter Bill.com in the search bar.
  3.  If you have found the app you're looking for, just click Get App Now.

 

You can also check the reviews from the customers. This can help you decide the third-party app that suits your needs.

 

See this article for more details: Install and use apps. It also contains on how to install the application.

 

For more information about the features that Bill.com offers, you can click these articles:

 

 

Stay in touch if you have any questions or concerns while working in QBO. I'm always here to help. Take care.

 

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