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
QuickBooks Online (QBO) is a cloud-based
accounting software that allows you to manage your business finances. If
you want to track the aging of payment requests (RfP) in QBO, you can
use the built-in features for invoicing, payments, and reporting. Here's
a general guide on how to achieve this:
1. Create Invoices in QBO:
- Log in to your QBO account.
- Create invoices for the payment requests
(RfP) using the "Create" menu.
- Specify the due dates for each invoice.
2. Receive Payments:
- Record payments against the invoices as
you receive them.
- Make sure to enter the payment dates
accurately.
3. Aging Report in QBO:
- QBO provides an Aging Report that shows
the aging of your accounts receivable.
- Navigate to "Reports" and search for
"Aging Receivables" or "Accounts Receivable Aging Detail."
- Customize the report to include the
information you need.
4. Customize Aging Periods:
- Most aging reports in QBO will have
aging periods like 0-30 days, 31-60 days, etc.
- Adjust the aging periods to match your
specific requirements.
5. Export Data to Spreadsheet:
- QBO allows you to export reports to
Excel or CSV format.
- Export the Aging Report to a spreadsheet
for further customization and analysis.
6. Enhance Spreadsheet Analysis:
- In your spreadsheet, you can add
additional columns for reference or custom calculations.
- For example, you might want to add a
column to track the vendor/requester names, payment request numbers,
and any other specific information not covered in the QBO report.
Example Columns in Spreadsheet:
|
Vendor |
Invoice Number |
Invoice Date |
Due Date |
Amount Requested |
Payment Date |
Days Outstanding |
|
ABC Inc |
INV001 |
2023-01-15 |
2023-02-15 |
$1,000.00 |
2023-02-20 |
=IF(ISBLANK(F2), TODAY() - D2, F2 - D2) |
7. Regular Updates:
- Keep the spreadsheet updated with the
latest information from QBO.
- Regularly export the Aging Report from
QBO to ensure accurate tracking.
8. Visualization:
- Use charts and graphs in your
spreadsheet to visualize the aging of payment requests over time.
By integrating QBO data into your
spreadsheet, you can leverage both the automated features of the
accounting software and the flexibility of a spreadsheet for additional
analysis and customization.
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.
Start using our Bank Reconciliation:
Dynamic integrated with FedNow & Real-Time Payments (RtP) Bank Reconciliation: Accrual / Cash / QBO - Undeposited Funds
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(866) 927-7180