QBO QuickBooks ® Send Instant Payment
The Best Solution for Send Instant Payment 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:Using Send Instant Payment Request for Payments in QBO QuickBooks
To send a Request for Payment (RfP) and
enable mobile real-time FedNow instant payments through QuickBooks
using the SecureQBPlugin, follow the detailed steps below. This
guide ensures that you can efficiently manage and process
payments, leveraging the capabilities of FedNow for instant
transactions.
Steps to Send RfP and Mobile
Real-Time FedNow Instant Payments
1. Install and Configure
SecureQBPlugin
- Download and Install
SecureQBPlugin:
- Visit
SecureQBPlugin.com and download the plugin.
- Follow the installation
instructions provided on the website to integrate the
plugin with your QuickBooks software.
- Set Up SecureQBPlugin:
- Open QuickBooks.
- Navigate to the SecureQBPlugin
settings within QuickBooks.
- Configure the plugin with your
bank or payment service provider's credentials to enable
FedNow services.
- Link your bank accounts that
are authorized for real-time payments.
2. Create and Send a Request for
Payment (RfP)
- Create an Invoice in QuickBooks:
- Go to the 'Customers' menu and
select 'Create Invoices'.
- Enter all necessary invoice
details:
- Customer name and contact
information
- Invoice date and due date
- Payment amount
- Description of goods or
services provided
- Save the invoice.
- Generate and Send the RfP:
- Within the invoice window,
look for the SecureQBPlugin options.
- Select 'Generate RfP'.
- Verify the RfP details:
- Invoice amount
- Due date
- Customer's payment details
- Submit the RfP using the
SecureQBPlugin.
- The plugin will transmit the
RfP to the customer's bank via the FedNow network.
- The customer will receive a
notification from their bank, typically through their
banking app.
3. Customer Reviews and Approves the
RfP
- Customer Notification and
Approval:
- The customer receives the RfP
notification on their mobile device through their bank’s
app or online banking platform.
- The customer reviews the RfP
details and approves the payment.
4. Real-Time Payment Processing
- Instant Payment Processing:
- Upon approval, the payment is
processed in real-time.
- Funds are transferred
immediately from the customer’s bank account to your bank
account.
- Confirmation and Recording:
- Both you and the customer
receive confirmation of the successful payment.
- QuickBooks automatically
records the payment, updating your accounts receivable and
bank balance.
Additional Considerations
- Security:
Ensure that all payment details are transmitted securely using
the SecureQBPlugin.
- Customer Communication:
Inform your customer in advance about the expected RfP to
facilitate timely approval.
- Record Keeping:
Maintain records of all RfPs and payments for accounting and
auditing purposes.
- Technical Support:
If you encounter any issues, refer to the support
documentation on
SecureQBPlugin.com or contact their customer support for
assistance.
By following these steps, you can
effectively manage and process real-time payments using FedNow
through QuickBooks with the SecureQBPlugin. This setup ensures
secure, efficient, and instant payment transactions, enhancing
your financial operations.
To send a Request for Payment (RfP) and
enable mobile real-time FedNow instant payments through QuickBooks
using the SecureQBPlugin, follow the detailed steps below. This
guide ensures that you can efficiently manage and process
payments, leveraging the capabilities of FedNow for instant
transactions.
Steps to Send RfP and Mobile
Real-Time FedNow Instant Payments
1. Install and Configure
SecureQBPlugin
- Download and Install
SecureQBPlugin:
- Visit
SecureQBPlugin.com and download the plugin.
- Follow the installation
instructions provided on the website to integrate the
plugin with your QuickBooks software.
- Visit
SecureQBPlugin.com and download the plugin.
- Set Up SecureQBPlugin:
- Open QuickBooks.
- Navigate to the SecureQBPlugin
settings within QuickBooks.
- Configure the plugin with your
bank or payment service provider's credentials to enable
FedNow services.
- Link your bank accounts that
are authorized for real-time payments.
- Open QuickBooks.
2. Create and Send a Request for
Payment (RfP)
- Create an Invoice in QuickBooks:
- Go to the 'Customers' menu and
select 'Create Invoices'.
- Enter all necessary invoice
details:
- Customer name and contact
information
- Invoice date and due date
- Payment amount
- Description of goods or
services provided
- Customer name and contact
information
- Save the invoice.
- Go to the 'Customers' menu and
select 'Create Invoices'.
- Generate and Send the RfP:
- Within the invoice window,
look for the SecureQBPlugin options.
- Select 'Generate RfP'.
- Verify the RfP details:
- Invoice amount
- Due date
- Customer's payment details
- Invoice amount
- Submit the RfP using the
SecureQBPlugin.
- The plugin will transmit the
RfP to the customer's bank via the FedNow network.
- The customer will receive a
notification from their bank, typically through their
banking app.
- Within the invoice window,
look for the SecureQBPlugin options.
3. Customer Reviews and Approves the
RfP
- Customer Notification and
Approval:
- The customer receives the RfP
notification on their mobile device through their bank’s
app or online banking platform.
- The customer reviews the RfP
details and approves the payment.
- The customer receives the RfP
notification on their mobile device through their bank’s
app or online banking platform.
4. Real-Time Payment Processing
- Instant Payment Processing:
- Upon approval, the payment is
processed in real-time.
- Funds are transferred
immediately from the customer’s bank account to your bank
account.
- Upon approval, the payment is
processed in real-time.
- Confirmation and Recording:
- Both you and the customer
receive confirmation of the successful payment.
- QuickBooks automatically
records the payment, updating your accounts receivable and
bank balance.
- Both you and the customer
receive confirmation of the successful payment.
Additional Considerations
- Security:
Ensure that all payment details are transmitted securely using
the SecureQBPlugin.
- Customer Communication:
Inform your customer in advance about the expected RfP to
facilitate timely approval.
- Record Keeping:
Maintain records of all RfPs and payments for accounting and
auditing purposes.
- Technical Support:
If you encounter any issues, refer to the support
documentation on
SecureQBPlugin.com or contact their customer support for
assistance.
By following these steps, you can
effectively manage and process real-time payments using FedNow
through QuickBooks with the SecureQBPlugin. This setup ensures
secure, efficient, and instant payment transactions, enhancing
your financial operations.
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. 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 Send Instant Payment 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