QuickBooks® Request for Payment Invoicing
The Best Solution for 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
Managing Request for Payments (RfP) aging
invoices through spreadsheets in both Excel and Google Sheets and then
syncing this data into QuickBooks Online (QBO). Managing financial data
across platforms requires careful coordination to ensure accuracy and
efficiency. Here are some tips for managing this process:
Excel and Google Sheets Tips:
- Consistent Formatting:
- Ensure that your Excel and Google
Sheets have consistent formatting to avoid issues during data
transfer.
- Unique Identifiers:
- Assign unique identifiers or
reference numbers to each transaction. This helps maintain data
integrity when syncing with QBO.
- Data Validation:
- Use data validation rules to
minimize data entry errors. This is crucial for maintaining
accuracy when syncing with QBO.
- Automated Calculations:
- Leverage formulas and functions in
Excel and Google Sheets for automated calculations, especially
for aging invoices. This reduces manual errors and improves
efficiency.
- Regular Audits:
- Conduct regular audits of your Excel
and Google Sheets to catch any discrepancies or errors before
syncing with QBO.
- Version Control:
- If multiple users are involved,
consider implementing version control to track changes made to
the spreadsheet.
- Documentation:
- Maintain clear documentation on how
data is structured, any specific formulas used, and the process
of syncing with QBO.
QuickBooks Online (QBO) Tips:
- Syncing Integration:
- Utilize QBO's integration features
with Excel or Google Sheets. This might involve using
third-party apps or built-in integrations.
- Mapping Fields:
- Ensure that the fields in your
spreadsheet align with the corresponding fields in QBO. This
includes customer names, invoice numbers, amounts, etc.
- Import Tools:
- Familiarize yourself with QBO's
import tools. These tools can help streamline the data import
process and minimize errors.
- Regular Syncs:
- Establish a regular schedule for
syncing data between your spreadsheet and QBO. This could be
daily, weekly, or as needed based on your business processes.
- Data Review:
- Review the synced data in QBO to
confirm that it accurately reflects the information in your
spreadsheet. Address any discrepancies promptly.
- Backup:
- Before initiating a sync, make sure
to have a backup of your QBO data in case any issues arise
during the syncing process.
- Training:
- Train users responsible for syncing
data with QBO to ensure they understand the process and use the
system correctly.
By following these tips, you can streamline
the process of managing RfP aging invoices in Excel and Google Sheets
and syncing them into QuickBooks Online. Regular maintenance,
documentation, and training are key components of a successful and
efficient workflow.
Call us, the .csv 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. Create Multiple Templates. Payer/Customer Routing Transit and Deposit Account Number may be required to import with your bank. You can upload or "key data" into our software for File Creation of "Mandatory" general file.
Fees = $57 monthly, including Support Fees and Batch Fee, Monthly Fee, User Fee, Additional Payment Method 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) Payer Routing Transit and Deposit Account Number is NOT required to import with your bank. We add your URI for each separate Payer transaction.
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.