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MMATM
Level 1

Can i make an ach payment to a CUSTOMER (not a Vendor) using Quickbooks online?

 
1 Comment 1
CarlSJ
QuickBooks Team

Can i make an ach payment to a CUSTOMER (not a Vendor) using Quickbooks online?

Yes, you can make an ACH payment to a customer in QuickBooks Online (QBO), @MMATM. Let me show you how.

 

When you send invoices to your customer, you can have an option to set up an ACH payment option with QuickBooks Payments.

 

To begin with, make sure you have QuickBooks Payments set up in your QBO account to manage and track customer payments seamlessly.

 

After connecting QuickBooks Payments to QBO, let's set up your deposit account where you want to record the payments by following Step 2 in this article: Set up your QBO account so customers can make online payments.

 

Once done, let's proceed with setting up payment methods for your customer:

 

  1. Go to the Settings icon and select Account and Settings.

    Settings.png

  2. Select the Sales tab and choose the Invoice Payments section.
  3. Put a checkmark on the Accept ACH option.

    Invoice Payments.png

  4. Click Save, then select Done.

 

Additionally, ensure that you've set up the correct Online Delivery so that payment options will appear when sending invoices to customers:

 

  1. Go to the Settings icon and select Account and Settings.
  2. Select the Sales tab and choose Online Delivery.
  3. From the Additional email options for invoices dropdown, select Online Invoice.

    Online Delivery.png

  4. Click Save, then select Done.

 

After your customer plans to make a payment, let's record it in QBO to mark the invoice as paid. Otherwise, the invoice will remain open and unpaid on your reports.

 

On the other hand, you can set up ACH as a Primary payment method for a specific customer:

 

  1. Go to the Sales tab and select Customers.
  2. Select the customer you want to set up.
  3. Click on the Edit.
  4. Scroll down to the Payments section.
  5. From the Primary payment method dropdown, select ACH.

    Payments.png

  6. Fill out the Enter bank info.
  7. Once done, click Save.

 

Moreover, here's an article for reference in generating reports so you'll know the different aspects of your business: Run reports in QBO.

 

I've got your back for additional questions or concerns about making an ACH payment to a customer. Have a wonderful day.

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