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kscope
Level 1

Is there a way to send out a general link for people to pay us (via "Free bank transfer") without us creating an invoice first?

We are having vendors register for an event and don't want to have the extra steps of them registering and then us creating an invoice. We also don't want to create invoices for everyone invited. We just need a general link that anyone can pay to.
1 Comment 1
MarshallA
Intuit

Is there a way to send out a general link for people to pay us (via "Free bank transfer") without us creating an invoice first?

Hello,

There is no link from QuickBooks that you can send.  You might want to see if your bank has an option to provide a secure link that someone can click to transfer money.

If you are not going to create invoices for every person that attends, then once the payment posts to your bank account and downloads into QuickBooks on the bank feed, you can still select a payee for each payment and associate the payment with whatever income account you specify for the registration fee.

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