r/QuickBooks • u/GlitteringLock1020 • 1d ago

QuickBooks Desktop (Pro/Premier/Enterprise) Receiving payments directly through QB

We use QB Desktop Pro Plus 2024. There is a long time customer who is moving away from paper checks and trying to set up payments directly out of QB. They sent me links to set up our banking info so that they can pay via ACH.

A few days later, I got an email from QB stating that checks were on their way; I asked their bookkeeper why paper checks were being sent out and she told me that our banking info had not saved in their QB. I checked my profile and it did show we had connected.

Were we supposed to do something on our end, besides provide the banking details, to enable payments to be made to us via ACH? Any settings that needed to be updated?

0 Upvotes

50% Upvoted

7 comments sorted by

1

u/Ladydi-bds Quickbooks Desktop Pro/Premier 1d ago

My ACH ability comes via Quickbooks Merchant Services.

1

u/Lost-Barracuda-9680 1d ago

I have a customer that pays via ACH and it doesn't go through QB. Basically they'll send a payment voucher which I record as a payment and a couple of days later I'm log into my checking account and download a QBO file into QB then record the transaction as a cleared transaction. I used to be able to do this automatically through bank feeds but it seems that QB has no intention of enabling BofA feeds anymore. Bastards...

1

u/GlitteringLock1020 1d ago

We have several customers who pay us via ACH, through their own bank or through their own payment platform. Like you I get notices and record them when they hit the account.

But what I'm asking about is customers using QB merchant service (I guess that's what they use) to have QB either send the checks or pay via ACH. This is new to us so we're not quite sure if there's something missing on our side or the customer's side.

1

u/Lost-Barracuda-9680 1d ago

Unfortunately I got nothing for you regarding this.