Intuit has provided you an option to set up and use Online Bill Pay within QuickBooks Desktop to pay your Financial Institutions easily. It can be a very helpful feature for you as it save and manage your precious time.

Set Up Online Bill Payment

Note: In case if the bank account is currently inactive for Bank Feeds then you directly to the step 2.

  • Disable online banking from the account that you want to set up with online bill payment.
    • Go to the Company menu and then select Chart of Accounts
    • Right click on the bank account to be associated with online bill pay then click on Edit Account.
    • From the Bank Feed Settings tab, click on Deactivate All Online Services
    • Click on Save & Close
  • Set up Online Bill Payment Bank Account.
    • Navigate to Banking > Bank Feeds > Set Up Bank Feed for an Account
    • Click on Yes on the warning message that says QuickBooks windows will temporarily be closed.
    • Type in Bill Pay under the bank’s name field and from the Matching Results, click on QuickBooks Bill Pay.
    • Provide the QuickBooks Bill Pay customer ID and PIN and then click on Sign In.
    • Click on Finish to complete the process and then visit the Bank Feed Center in QuickBooks.
  • Set up Online Payees
    • Go to the Lists menu and select the type of payee for whom you want to enter information.
      • If you’ve already entered the payee in the past then just double-tap on the name to open the Edit Vendor window.
      • Click on New Vendor if you want to create a new payee.
    • Under the Address Info tab, type in the payee’s name, address, phone number and other important information.
    • Go to the Payment Settings tab and enter the account number the payee uses to identify you and then click on

Pay Bills Online

Pay The Vendor Using The Pay Bills Window

  • Go to the Vendors menu and click on Pay Bills
  • Choose the bills that needs to be paid
  • You can set any discount or credits as per your requirement
  • From the Payment Account drop-down list, choose the checking account with the online vendor payment service.
  • Follow the one or more steps that are provided in the below list.
    • Click on Include reference no. checkbox if you want to send the bill or credit reference numbers along with your name and account number. However, if you go for this option then the payment won’t be sent electronically. The payment processor will print and mail a check to the payee instead.
    • Change the date if required. If the payment processor asks for time to prepare the payment the QuickBooks displays both, Process On date and a Delivery On date for the payment. Other than that, there will be only payment date.
  • Click on Pay Selected Bills to record the bill payment. The successfully recorded bills will be shown into the Payment Summary window.

The payment will be shown into the Items to Sends list of the Bank Feeds. You need to click on Send Items to send the payments.

Pay The Vendor Using The Write Checks Window

  • Go to the Banking menu and select Write Checks
  • Under the Bank Account drop-down list, click on the checking account with the online vendor payment service.
  • Check mark the Pay Online box
  • From the Pay to Order of drop-down list, select the vendor to pay.
  • Under the Delivery Data field, provide the date on which the check needs to be delivered or processed.
  • Enter the amount of the check in the $
  • Follow the one or more steps that are provided in the below list.
    • Mark the Transmit Memo checkbox and then create a note to your payee under the memo field. Also, if you enter a memo then the payment will not be sent electronically. The payment processor will print and mail a check to the payee instead.
    • If you want to edit items displayed from a purchase order then go to the Items tab and enter the purchased item in the detail section. Now, associate it with the appropriate customer: job.
    • If you want to enter new items then go to the Items tab and then enter the new items under the detail section.
    • If you want to enter the shipping charges, taxes and other expenses that are not associated with any item then you need to go to the Expenses tab, enter all the charges and associate it with its correct expense account in the detail area.
  • Click on Save & Close

Frequently Asked Questions

How do I inquire about an online payment to a vendor?

If you pay vendors online then you have the option to inquire regarding the status of a payment you transferred to your Financial Institution by following the below-mentioned steps:

  • Go to the register of the account through which you made the payment.
  • Locate and open the transaction
  • Navigate to to Banking > Bank Feeds > Learn About Online Bill Payment.

Note: Click on Include text message option to include a message with your inquiry. It’ll be sent to the FI once you go online.

What information can be sent with online vendor payment?

The information that you can send with online vendor payment depends on the processing services you FI uses. Your Financial Institution may allow transmittal of the below-mentioned items with your online vendor payment:

  • Invoice information sent as a payment voucher
  • A descriptive memo
  • Discount information associated with a particular invoice

Contact your FI to find out your options.

How do I cancel an online payment after sending it?

When you make an online payment, you need to include a delivery date also because the Financial Institution won’t process the payment without the delivery date, there may be a short period of time when you can cancel a payment instruction even after it has been sent to the FI.

When you cancel a payment instruction it means that your FI won’t issue an electronic payment or a check to the payee. The payment won’t be stopped once the payment has been processed or on a check that has already been sent to the payee. In such cases, you need to contact your FI.

  • Follow the below-mentioned steps in order to cancel an online payment after sending it:
  • Navigate to Banking > Banking Feeds > Bank Feeds Center
  • Select the account set up for online bill pay
  • Select the Online Checks option from the Send items to your bank section
  • Click on the transaction that you want to cancel
  • Click on Delete and then OK

The cancelation will be seen under the Items to Send list of Bank Feeds. When you send and receive transactions it sent to the FI.

Can I use QuickBooks Bill Pay to pay bills outside of the United States?

QuickBooks does not give you the option to pay bills online to the international vendors. You need to contact your FI to get information about paying bills online to the international vendors.

Reach Us For Support

The provided guidelines will be helpful for you to set up and use QuickBooks bill easily and you will be able save and manage your time efficiently. However, if you are facing any kind of issue during the process or you are having any doubt in the process then we recommend you to get in touch with the Intuit QuickBooks Support. You just need to dial the toll-free QuickBooks Support Phone Number +1888-396-0208 to get instant support for your QuickBooks issues.

5 votes, average: 4.20 out of 55 votes, average: 4.20 out of 55 votes, average: 4.20 out of 55 votes, average: 4.20 out of 55 votes, average: 4.20 out of 5 (5 votes, average: 4.20 out of 5)
You need to be a registered member to rate this.
Loading...
Set Up And Use QuickBooks Bill Pay

Leave a Reply

Your email address will not be published. Required fields are marked *

Call Us: +1888-396-0208