QBO QuickBooks ® Send Instant Payments
The Best Solution for Send Instant Payments 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 and Receive FedNow Instant Payments Request for Payments in QBO QuickBooks
To send and receive FedNow instant
payments through SecureQBPlugin.com and integrate these
transactions into QuickBooks Enterprise and QuickBooks Online
(QBO), follow these steps:
Step 1: Set Up SecureQBPlugin
- Visit SecureQBPlugin.com:
Go to
SecureQBPlugin.com and sign up for an account if you
haven’t already.
- Install the Plugin:
Download and install the SecureQBPlugin for QuickBooks
Enterprise and QuickBooks Online.
- Configuration:
Follow the setup instructions to configure the plugin with
your QuickBooks software and ensure it is connected to your
QuickBooks account.
Step 2: Configure FedNow Integration
- API Credentials:
Obtain API credentials for SecureQBPlugin and your financial
institution supporting FedNow.
- Plugin Settings:
In the SecureQBPlugin, navigate to the settings and input your
API credentials for both the plugin and FedNow integration.
Step 3: Sending a FedNow Instant
Payment
Using SecureQBPlugin
- Access Plugin:
Open SecureQBPlugin within QuickBooks.
- Initiate Payment:
- Navigate to the payments
section.
- Select "Send Payment" and fill
in the required details:
- From Account:
Your bank account details.
- To Account:
Recipient’s bank account details.
- Amount:
Payment amount.
- Currency:
USD (or as applicable).
- Reference Information:
Details like invoice number or payment reason.
Example API Request through Plugin
json code
{
"action": "sendPayment",
"fromAccount": {
"bankId":
"87654321",
"accountNumber":
"0123456789"
},
"toAccount": {
"bankId":
"12345678",
"accountNumber":
"9876543210"
},
"amount": "100.00",
"currency": "USD",
"referenceInformation": "Payment
for invoice #12345"
}
- Confirm and Send:
Review the payment details and confirm the transaction.
Step 4: Receiving a FedNow Instant
Payment
- Access Plugin:
Open SecureQBPlugin within QuickBooks.
- Receive Payment:
- Navigate to the payments
section.
- Select "Receive Payment" and
review the payment details.
- Confirm the transaction.
Example API Request through Plugin
json code
{
"action": "receivePayment",
"toAccount": {
"bankId":
"12345678",
"accountNumber":
"9876543210"
},
"fromAccount": {
"bankId":
"87654321",
"accountNumber":
"0123456789"
},
"amount": "100.00",
"currency": "USD",
"transactionId": "abc12345xyz",
"status": "CONFIRMED"
}
Step 5: Sync Transactions with
QuickBooks
- Automatic Sync:
Ensure SecureQBPlugin is configured to automatically sync
transactions with your QuickBooks Enterprise or QBO account.
- Manual Sync:
If needed, manually sync transactions by navigating to the
sync option within the plugin.
Step 6: Verify Transactions in
QuickBooks
- QuickBooks Enterprise:
- Open QuickBooks Enterprise.
- Navigate to the relevant
accounts and verify the sent and received transactions.
- QuickBooks Online:
- Log in to your QBO account.
- Check the transaction history
and account statements for the FedNow payments.
Security Tips
- Secure Credentials:
Always keep your API credentials and banking information
secure.
- Two-Factor Authentication:
Enable 2FA on your accounts for added security.
- Regular Updates:
Keep your QuickBooks and SecureQBPlugin updated to the latest
versions.
Conclusion
By following these steps, you can
efficiently send and receive FedNow instant payments using
SecureQBPlugin.com and integrate these transactions into
QuickBooks Enterprise and QBO. Ensure all configurations are
correctly set up, and transactions are regularly synced and
verified within QuickBooks.
To send and receive FedNow instant payments through SecureQBPlugin.com and integrate these transactions into QuickBooks Enterprise and QuickBooks Online (QBO), follow these steps:
Step 1: Set Up SecureQBPlugin
- Visit SecureQBPlugin.com: Go to SecureQBPlugin.com and sign up for an account if you haven’t already.
- Install the Plugin: Download and install the SecureQBPlugin for QuickBooks Enterprise and QuickBooks Online.
- Configuration: Follow the setup instructions to configure the plugin with your QuickBooks software and ensure it is connected to your QuickBooks account.
Step 2: Configure FedNow Integration
- API Credentials: Obtain API credentials for SecureQBPlugin and your financial institution supporting FedNow.
- Plugin Settings: In the SecureQBPlugin, navigate to the settings and input your API credentials for both the plugin and FedNow integration.
Step 3: Sending a FedNow Instant Payment
Using SecureQBPlugin
- Access Plugin: Open SecureQBPlugin within QuickBooks.
- Initiate Payment:
- Navigate to the payments section.
- Select "Send Payment" and fill
in the required details:
- From Account: Your bank account details.
- To Account: Recipient’s bank account details.
- Amount: Payment amount.
- Currency: USD (or as applicable).
- Reference Information: Details like invoice number or payment reason.
Example API Request through Plugin
json code
{
"action": "sendPayment",
"fromAccount": {
"bankId": "87654321",
"accountNumber": "0123456789"
},
"toAccount": {
"bankId": "12345678",
"accountNumber": "9876543210"
},
"amount": "100.00",
"currency": "USD",
"referenceInformation": "Payment for invoice #12345"
}
- Confirm and Send: Review the payment details and confirm the transaction.
Step 4: Receiving a FedNow Instant Payment
- Access Plugin: Open SecureQBPlugin within QuickBooks.
- Receive Payment:
- Navigate to the payments section.
- Select "Receive Payment" and review the payment details.
- Confirm the transaction.
Example API Request through Plugin
json code
{
"action": "receivePayment",
"toAccount": {
"bankId": "12345678",
"accountNumber": "9876543210"
},
"fromAccount": {
"bankId": "87654321",
"accountNumber": "0123456789"
},
"amount": "100.00",
"currency": "USD",
"transactionId": "abc12345xyz",
"status": "CONFIRMED"
}
Step 5: Sync Transactions with QuickBooks
- Automatic Sync: Ensure SecureQBPlugin is configured to automatically sync transactions with your QuickBooks Enterprise or QBO account.
- Manual Sync: If needed, manually sync transactions by navigating to the sync option within the plugin.
Step 6: Verify Transactions in QuickBooks
- QuickBooks Enterprise:
- Open QuickBooks Enterprise.
- Navigate to the relevant accounts and verify the sent and received transactions.
- QuickBooks Online:
- Log in to your QBO account.
- Check the transaction history and account statements for the FedNow payments.
Security Tips
- Secure Credentials: Always keep your API credentials and banking information secure.
- Two-Factor Authentication: Enable 2FA on your accounts for added security.
- Regular Updates: Keep your QuickBooks and SecureQBPlugin updated to the latest versions.
Conclusion
By following these steps, you can efficiently send and receive FedNow instant payments using SecureQBPlugin.com and integrate these transactions into QuickBooks Enterprise and QBO. Ensure all configurations are correctly set up, and transactions are regularly synced and verified within QuickBooks.
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 Payments 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