Quickbooks Payment Agreement

Quickbooks Payment Agreement

We are looking for the best way to keep a monthly overview of customers who missed their monthly payment, so we can send them a reminder or an email bill telling them they have missed a payment. 1. Description of the service. You can use electronic control services to automate the processing of original paper cheques you receive from your customers (i.e. payers) for the payment of goods or services that you sell or provide. Intuit will forward these electronic cheques or images (one “item” each) to a cheque clearing system and transfer the money collected into your bank account. We love using Quickbooks online, but a few years ago we decided to also incorporate the use of Bill.com for most of our AP/AR applications. We are always very satisfied with this decision, as this service is better jump and limit when it comes to managing customer payment data, sending invoices, receiving payments, etc. We no longer use the range of QBO reseller services – it`s absolutely horrible, and there are better alternatives that always get good results. What happened was that we switched to QBO around 2017. We store payment data for customers because we automatically charge it each month. After putting all this in place, including automatic invoices, we experienced a situation where payment information for all customers simply disappeared from our point of view in the system.

The entire section was missing for every account we had already created. According to QBO`s support, the data would still be somewhere in the background, but we couldn`t see it and the system didn`t realize it was there (WTH). As the system did not see, all the automatic invoices we had put in place were created as planned, but they were not automatically billed to the customer`s payment method, because the system treated the invoices as if there was no payment data in the file. We ended up having a series of invoices that were declared unpaid, but we did not have the opportunity to charge them because the payment data was not there. Many calls for QBO assistance made this liable for dealer services, but it was also clear that QBO support staff really didn`t understand how serious he was with a problem. We couldn`t get paid when we had done everything we had to do. Your suggestion was absurd – “Just enter all the customer`s payment information for each account, and it`s reissued. Process these invoices manually with payment data. There was a lot of data, and who would want to do it? We left about a week without being paid, customers called to ask why we had not overwhelmed them.

The problem was widespread and was resolved about a week later for everyone. After that, I was very skeptical. We left for another month and everything worked out well. Next month – IT HAPPENED AGAIN! We could not be paid again. QBO support proposal? Just like before — type in brand new. No thank you. I told our CPA that we could not do this with something so important and with the clear misunderstanding of the support officers as to what it means for someone who runs a business. That`s when the CPA offered to keep the Bill.com for AP/AR and QBO for everything else. This is what we did by inventing that it is worth re-entering all the customer`s payment data, as their service was known for better reliability in this department. It was wonderful. Four years later, and we never had a problem. Yes, we have to pay for an extra service.

But the tranquility and rationality of the systems are worth it. QBO is ideal for everything else. Love for the payslip and other things. We have always set up our car bills in QBO to prevent this from Bill.com. It syncs with Bill.com, then Bill.com realizes there is an unpaid bill, and for this account, when automatic payment is activated (which requires payment data in the file), it automatically loads the bill, brand as pay