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
Real-Time Payments (RTP) systems are
typically designed for instant, real-time transactions. However, the
specific steps to download and sync RTP data with QuickBooks Online
(QBO) or QuickBooks Desktop may vary based on your financial
institution, the RTP platform used, and the accounting software version.
Here's a general guide that you can adapt based on your specific
circumstances:
1. Check for Direct Integration:
- Determine if your bank or RTP platform
offers direct integration with QuickBooks. Many banks provide the
option to connect your accounts directly, streamlining the process.
2. Download RTP Data:
- Contact your bank or RTP provider to
inquire about downloading RTP data. Real-time payments may not
always be downloadable in the traditional sense due to their instant
nature.
- If your bank provides a downloadable
statement or transaction history, look for an option to export the
data in a compatible format (CSV, QBO, QFX, etc.).
3. Prepare Downloaded Data:
- Ensure the downloaded data is in a
format compatible with QuickBooks. Common formats include CSV
(Comma-Separated Values) for QuickBooks Desktop and QBO (QuickBooks
Online) format for QBO.
- Verify that the data includes necessary
details like transaction dates, amounts, and relevant payment
details.
4. Import Data into QuickBooks Desktop:
- If using QuickBooks Desktop, follow
these general steps:
- Open QuickBooks Desktop.
- Navigate to the "File" menu and
select "Utilities" and then "Import."
- Choose the appropriate file type
(CSV, QBO, etc.).
- Follow the prompts to map the fields
correctly.
- Review and confirm the imported
transactions.
5. Import Data into QuickBooks Online:
- For QBO, follow these general steps:
- Log in to your QBO account.
- Navigate to the "Banking" or
"Transactions" tab.
- Select "File Upload" or a similar
option.
- Choose the file you downloaded and
follow the prompts to complete the import.
6. Review and Reconcile:
- After importing, review the transactions
to ensure accuracy.
- Reconcile your accounts regularly to
match your bank statement.
7. Automation and Third-Party Apps:
- Explore any automation tools or
third-party applications that may facilitate automatic syncing of
transactions between your RTP system and QuickBooks.
8. Contact Support if Needed:
- If you encounter difficulties or have
specific questions about your bank, RTP system, or QuickBooks,
contact customer support for assistance.
Remember that these steps are general
guidelines, and you may need to adapt them based on the specific
features and capabilities of your bank and financial systems. Always
refer to the documentation provided by your bank and QuickBooks for the
most accurate and up-to-date information.
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 DownloadRTPs 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
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(866) 927-7180