Where can I download an ACH form to pass to my customers to fill out?

Welcome to the Community, jay87.

I'd like to help and share what I know about sales forms that you can send to your customers.

You can send customer invoices through email from QuickBooks Online in just a few steps. Once your customer received the email, they can access the link and click Review and pay or Pay invoice button to open and pay for the invoice.

You just have to make sure to set both option to receive credit card or with an ACH bank transfer in QuickBooks.

Here's how:

1. Click on New (+).
2. Choose an Invoice or Send Invoice.
3. Select the customer from the Customer dropdown.

• Make sure their email address in the Email field.
  
  4. Go to the Online payments section.
  5. Review the payment options available.
  6. If you want to change the payment options, select Edit. Or select the checkbox for the options you want to make available.
  7. Click the Save and send button.

You can also check out this article to learn how you can personalize and add specific info to sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you still have other questions about sales forms. I'm always here to help. Have a great day!

Thanks but that does not answer my question. According to the online help I searched, if I contact customer service they are supposed to provide me with a form we can use. Is that not the case? 

If not, I suggest you update your online help topics.

Thanks

Thanks for getting back here, jay87.

I'll share some steps where you can get the ACH form.

If you have QuickBooks Payments enabled and want to charge a customer repeatedly on a fixed schedule, you can download the authorization form by going to the recurring transaction page in the Merchant Services page. 

Here are the steps:

1. Sign in to your Merchant Services account.

2. Under the Recurring Payments sections, select the Create recurring payment link.

3. In the Set Up Recurring Payment page, scroll down to the Payment Method section and click the Signed authorization link. The form will open on a new tab.

4. Download or print the authorization form and send it to your customer.

I've got this sample screenshot for a visual reference:

For more information about QuickBooks Payments and recurring transactions, you can read these articles:

• QuickBooks Payments FAQ
• Set up Autopay for recurring invoices in QuickBooks Online

Please leave a reply below if you have more questions or you need help with other task in QuickBooks Online. I'll be around to help you out some more. Stay safe!

Thanks,

This works great for recurring credit card charges but isn't there also a form for ACH payments?

Thanks again

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@AlcaeusF wrote:

Hi @jay87,

 

I appreciate you for getting back to us here in the Community. Allow me to chime in and assist you with the form you need for ACH payments in QuickBooks.

 

Yes, there's a form you can provide to your customers for accepting ACH payments and eChecks.  You can use this link: https://merchantcenter.intuit.com/wapweblet/ims-mp-help/en/echeck/echeck-authorization-form.html?_ga....

 

Also, you can access the form directly in QuickBooks Online. As long as you have Payments enabled, you have the option to click the Signed authorization hyperlink when adding bank accounts information for customers (see screenshot below).

 

 

 

I've attached an article for more details about Autopay, like how to set up the feature both for card and ACH transactions: Set up Autopay for recurring invoices in QuickBooks Online.

 

Leave a comment below if you have other concerns regarding processing customer payments in QuickBooks. The Community and I will be around to help you.

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Is the ACH/eCheck authorization form optional or can I process my customers banking information if I have his/her given consent through verbal/read script sales contract NDA?

Thank you.

---

@AlcaeusF wrote:

Hi @jay87,

 

I appreciate you for getting back to us here in the Community. Allow me to chime in and assist you with the form you need for ACH payments in QuickBooks.

 

Yes, there's a form you can provide to your customers for accepting ACH payments and eChecks.  You can use this link: https://merchantcenter.intuit.com/wapweblet/ims-mp-help/en/echeck/echeck-authorization-form.html?_ga....

 

Also, you can access the form directly in QuickBooks Online. As long as you have Payments enabled, you have the option to click the Signed authorization hyperlink when adding bank accounts information for customers (see screenshot below).

 

 

 

I've attached an article for more details about Autopay, like how to set up the feature both for card and ACH transactions: Set up Autopay for recurring invoices in QuickBooks Online.

 

Leave a comment below if you have other concerns regarding processing customer payments in QuickBooks. The Community and I will be around to help you.

---

Is the ACH/eCheck authorization form optional or can I process my customers banking information if I have his/her given consent through verbal/read script sales contract NDA?

Thank you.

Thanks for bringing this up in the QuickBooks Community, @emericaskate0707.

Your customer needs to sign an authorization form to process an ACH bank transfer to your bank account. This way, you can accept ACH payments right in QuickBooks Online. 

You also need to check the I have authorization and would like to process this transaction box in order to process the payment inside QuickBooks.

Moreover, you can check out our Merchant Agreement link for further clarification. This will provide an outline of the rights and responsibilities of each party involved in the agreement. 

To get more details in processing ACH payments, check out this article: How to Process an ACH Bank Transfer from a Customer.

If you have further questions or concerns, enter them in the comment section down below. I'll be here to answer them for you. Have a great weekend!

---

@ReymondO wrote:

Thanks for bringing this up in the QuickBooks Community, @emericaskate0707.

 

Your customer needs to sign an authorization form to process an ACH bank transfer to your bank account. This way, you can accept ACH payments right in QuickBooks Online. 

 

You also need to check the I have authorization and would like to process this transaction box in order to process the payment inside QuickBooks.

 

Moreover, you can check out our Merchant Agreement link for further clarification. This will provide an outline of the rights and responsibilities of each party involved in the agreement. 

 

To get more details in processing ACH payments, check out this article: How to Process an ACH Bank Transfer from a Customer.

 

If you have further questions or concerns, enter them in the comment section down below. I'll be here to answer them for you. Have a great weekend!

---

If the agreement is verbal with the customer on the phone, may I also include reading from my Non Disclosure Agreement for my business to conceal with the sale?

Thank you.

Hello there, @emericaskate0707. Thanks for getting back to us.

We'll need advice from our Payments expert in regards to this concern.

Reading your Non-Disclosure Agreement for business to your customer likely needs to be verified by our team through a phone call. This is to ensure that before taking any steps of this, has confirmation from experts. This also includes securing data and information.

With that, I'd recommend contacting our Merchant Services Team to further guide you. Still, you can follow the recommendation outlined by my colleague above.

I've gathered some articles where you can get more information about payment processing:

• QuickBooks Payments Deposits FAQ
• Find out when QuickBooks Payments deposits your money

We're all right here to assist you whenever you need help. Take care and stay safe always, emericaskate0707.

The link for this form is broken both in QBO and on the help site.

Hello there, @osubucknutz.

Thank you for letting us know that the authorization form link is broken. I've also checked it on my end, and it is unavailable. But don't worry, I'll make sure you can get a signed authorization form so you can process online payments for invoices.

Our product engineers may be updating the authorization form link that's why it isn't available within your QuickBooks account or from the article. In this case, I'd recommend contacting our QuickBooks Payments Team. They may have an alternative way to get a signed authorization form so you can start processing invoice payments online.

To reach them, you can use the chat link or call the phone number provided in this article: Contact Payments Support.

You may need more information about accepting electronic customer payments for online invoices. This article will guide you through the process: Take and process payments in QuickBooks Online with QuickBooks Payments.

Our Community forum is always open to help you again if you need more assistance processing payments in QuickBooks Online. Wishing you all the best!

There is currently no link to download the form. 

Hi, @ach form.

Yes, you're right currently the link to download the ACH form is unavailable. 

Right now, our engineers are checking the root cause of the issue.  In the meantime, you can contact the QuickBooks Payment Team to ask about other options on how to download the ACH form.

You can click this link to reach out to them: Contact Payments or Point of Sale Support.

To learn how to accept credit card or debit card payments in QuickBooks Online, you can read through this article: Process a credit card payment in QuickBooks Online.

You can always come back if you have additional questions about the ACH form. We'll be happy to help. Have a great day!

Chat with support today and they told me only:

The link to the form gives a 404 error and does not open

Both the "signed authorization" and the "authorization script" hyperlinks take me to the main help screen for Intuit.  I think the links are broken.

Thanks for joining this thread, @HandsFree.

I recognize the significance of sending an ACH authorization form to your company in order to obtain legal authorization to transfer funds electronically between a payor and a payee for bank-to-bank transfers.

Upon checking our database, the investigation process is still ongoing. Rest assured, our Engineering Team is looking into it and working to implement a permanent solution to fix the link's accessibility.

To get you in the loop on the latest updates on the issue, I encourage you to contact our Customer Care Team if you haven't already. This way, you'll be added to the list of affected users and will be notified via email once it's fixed.

In the meantime, I suggest finding an Authorization form for the ACH agreement outside of QuickBooks Online.

Additionally, check out this article for further information about Autopay, including instructions on how to configure the capability for both card and ACH transactions: Set up Autopay for recurring invoices in QuickBooks Online.

I appreciate your continued patience while we're working on a permanent solution. Please know I'm only a post away if you have any other QuickBooks-related questions. Keep safe!

Why does Intuit have to make this so difficult that they can't just put the e-check authorization form online?  They aren't very business friendly with this. 

Did this get resolved, I am looking for the same form to send to a customer for payment via wire/ACH payment. 

I am also looking for a ACH/Wire transfer form to send to my customer (for them to supply their bank) for payment. Did this get supplied yet?

I'm here to share some information with ACH Authorization Form for Payments, @LadderAdvertising.

The link to access the Authorization form in QuickBooks Online (QBO) is still not working. It'll lead you to the home page for Learning and Support. Our Product Support team is already aware of this and now working on revising our articles with the updated link.

In the meantime, I suggest contacting our Payments Support Team, so you'll be added to the list of affected users and receive an email notification once we resolve the issue and provide you with alternatives where to get the authorization form. You can check this article for more information about the different types of support we offer and their availability: Merchants Services Support Team. 

Please take note that payments made before 3 p.m. PT should be in your bank account in two business days if you don't have a next-day deposit. We'll start the deposit the next business day if you process payments after 3 p.m. PT. To learn more about this process, check out this article: Find Out When QuickBooks Payments Deposits Your Money.

Please know that you can always drop by here if you need any help with your QuickBooks Payments. I'll be happy to assist you further. Have a wonderful day!

Even the link in your answer takes me to the main help page! Is there something I need to do first? 

Hi there, KatyMike.

Thank you for visiting the QuickBooks Community. I'll be sharing troubleshooting steps to ensure you can open the link provided by my colleague and view the details of the articles.

I've tried to open the link you're referring to and I was able to route to the right page. With this, it could be the cache full of history and temp files caused unexpected behaviors like the link shared above takes you to the main help page. That said, I recommend logging in to your QuickBooks account using a private browser. This is to rule out the possibility of a webpage issue, and private browsing doesn't store local files or cache. 

Use these keyboard shortcuts based on the browser you're using:

• For Firefox or Microsoft Edge, press Ctrl + Shift + P.
• For Chrome, press Ctrl + Shift + N.
• For Safari, hold down Command + Shift + N.

If it works in incognito, you'll have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above didn't work, use another supported browser as an alternative.

Lastly, you may refer to this article to see various details on how the Sales page shows you a great at-a-glance view of all the status of sales transactions like open and paid invoices: View sales transactions.

Don't hesitate to click the Reply button below if you have follow-up questions on this matter or any QuickBooks concerns. Please know I'm always around to help with any QuickBooks issues you may be having. Have a good day, KatyMike.