QuickBooks® Request for Payment Invoicing
The Best Solution for Instant Payment Processing in QuickBooks®
Today Payments is an Authorized Reseller of Intuit offering a highly robust app that supports both QuickBooks’ desktop and online customers, provide merchants with the tools they need so they can focus more time on their customers and businesses, and less time on data entry.
"Our Integrated payment solutions can save a typical small business owner more than 180 hours each year"
See
the features
QuickBooks® ACH, Cards, FedNow and Real-Time Payments
- Payment processing for all QuickBooks desktop, Pro, Premier, Enterprise and also QBO QuickBooks Online Our software is designed for simplicity and ease-of-use.
- ~ Automate Account Receivable Collection
- ~ Automate Account Payable Payments
- ~ One-time and Recurring Debits / Credits
Secure QB Plugin payment processing through QuickBooks ® specializes in the origination of moving money electronically.
Ask about our special:
Request for Payments
Integrating real-time payment data into
QuickBooks Online (QBO) or QuickBooks Desktop involves a combination of
processes, and the exact steps can vary based on your bank, credit
union, and the accounting software version you are using. Here's a
general guide to help you with the process:
1. Check Bank/ Credit Union Integration:
- Confirm if your bank or credit union
offers direct integration with QuickBooks. Many financial
institutions provide the option to connect your accounts directly,
which simplifies the process.
2. Bank Feeds in QuickBooks Online:
- For QBO, you can set up bank feeds to
automatically import transactions. Here's a general guide:
1.
Log in to your QBO account.
2.
Navigate to the "Banking" or "Transactions" tab.
3.
Select "Connect Account" or "Add Account" and
follow the prompts to connect your bank.
4.
Authorize QuickBooks to access your bank data.
5.
Once connected, review and categorize
transactions.
3. Download Real-Time Payments Data:
- If direct integration is not available,
download your real-time payments data from your bank in a format
compatible with QuickBooks (CSV, QBO, QFX, etc.).
- Refer to your bank's documentation for
instructions on downloading transactions.
4. Prepare Downloaded Data:
- Ensure the downloaded data is properly
formatted, including accurate dates, amounts, and transaction
details.
- Check for any specific requirements or
guidelines provided by QuickBooks for data import.
5. Import Data into QuickBooks Desktop:
- If you're using QuickBooks Desktop, you
can import the data using the following steps:
1.
Open QuickBooks Desktop.
2.
Navigate to the "File" menu and select
"Utilities" and then "Import."
3.
Choose the appropriate file type (CSV, QBO, QFX,
etc.).
4.
Follow the prompts to map the fields correctly.
5.
Review and confirm the imported transactions.
6. Import Data into QuickBooks Online:
- For QBO, use the following steps:
1.
Log in to your QBO account.
2.
Navigate to the "Banking" or "Transactions" tab.
3.
Select "File Upload" or a similar option.
4.
Choose the file you downloaded and follow the
prompts to complete the import.
7. Review and Reconcile:
- After importing, review your
transactions to ensure accuracy.
- Reconcile your accounts regularly to
match your bank statement.
8. Automate Syncing (Optional):
- Some accounting software and banks offer
automation tools or third-party applications that facilitate
automatic syncing of transactions. Explore these options if
available.
Remember to check the specific documentation
for your bank and QuickBooks version, as details may vary. If you
encounter issues, contacting QuickBooks customer support or your bank's
support team can provide more tailored assistance.
Call us, the .csv, text messaging and or .xml Request for Payment (RfP) file you need while on your 1st phone call! We guarantee our reports work to your Bank and Credit Union. We were years ahead of competitors recognizing the benefits of RequestForPayment.com. We are not a Bank. Our function as a role as an "Accounting System" in Open Banking with Real-Time Payments to work with Billers to create the Request for Payment to upload the Biller's Bank online platform. U.S. Companies need help to learn the RfP message delivering their bank. Today Payments' ISO 20022 Payment Initiation (PAIN .013) show how to implement Create Real-Time Payments Request for Payment File up front delivering message from the Creditor (Payee) to it's bank. Most banks (FIs) will deliver the message Import and Batch files for their company depositors for both FedNow and Real-Time Payments (RtP). Once uploaded correctly, the Creditor's (Payee's) bank continuing through a "Payment Hub", will be the RtP Hub will be The Clearing House, with messaging to the Debtor's (Payer's) bank.
Our in-house QuickBooks payments experts are standing ready to help you make an informed decision to move your company's payment processing forward.
Pricing with our Request For Payment Professionals
1) Free ISO 20022 Request for Payment File Formats, for FedNow and Real-Time Payments (The Clearing House) .pdf for you manually create "Mandatory" (Mandatory data for completed file) fields, start at page 4, with "yellow" highlighting. $0.0 + No Support
2) We create .csv or .xml formatting using your Bank or Credit Union. Using your invoice information database to create an existing Accounts Receivable file, we CLEAN, FORMAT to FEDNOW or Real-Time Payments into CSV or XML. Create Multiple Templates. You can upload or "key data" into our software for File Creation of "Mandatory" general file. Use either the Routing Number and Account Number for your Customers or use "Alias" name via Mobile Cell Phone and / or Email address.
Fees = $57 monthly, including Activation, Support Fees and Batch Fee, Monthly Fee, User Fee. We add your URI for each separate Payer transaction for additional Payment Methods on "Hosted Payment Page" (Request for file with an HTML link per transaction to "Hosted Payment Page" with ancillary payment methods of FedNow, RTP, ACH, Cards and many more!) + $.03 per Transaction + 1% percentage on gross dollar file,
3) Add integrating QuickBooks Online "QBO" using FedNow Real-time Payment using our Download Real-Time Payments system.
Fees Above 2) plus $29 monthly additional QuickBooks Online "QBO" formatting, and "Hosted Payment Page" and WYSIWYG
4) Above 3) plus Create "Total" (over 600 Mandatory, Conditional & Optional fields of all ISO 20022 Pain .013) Price on quote.
Start using our FedNow Real-Time Payments Bank Reconciliation:
Dynamic integrated with FedNow & Real-Time Payments (RtP) Bank Reconciliation: Accrual / Cash / QBO - Undeposited Funds
Give Us A Call
(866) 927-7180