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Established Member

Direct Deposit

I'm currently using Paypal to invoice and ask for payment from my clients. I plan to switch to direct deposit to eliminate the fee. Is there some sort of paperwork I can give my client that shows my bank information? I don't want to just email them telling them about my switch and attaching my bank information on there. Isn't there a formal type of paperwork I can send them? 

11 Comments
Community Host

Re: Direct Deposit

Hey @aafable,

 

Totally understand where you are coming from. Yes, there's a formal authorization form (see Steps 2 and 3) you need to send to your customers as part of the setup process.  This article provides detailed instructions and visuals showing the link to the form.

 

If you want to give your client's a heads up a month or so before you make the switch, you can send them all a batch email from QuickBooks - that way they have some immediate context. 

Frequent Contributor

Re: Direct Deposit

@aafable You could either use the template and email format that @JamesOng mentioned or you can just use a formal Word document to send. We have several vendors that send us their ACH/Bank info for us to set up the payments to send them. Either way, they are going to see and have your bank info if that's how you want to set up the payments. Smiley Happy

Established Member

Re: Direct Deposit

The thing is, I don't have a QB online company or QB accountant. I would just like to send them a Word Document to them. Do you know where I can find a template?

Community Host

Re: Direct Deposit

Hello @aafable,

 

No worries, I don't have the template on hand, but you can easily find the pdf form in a Google Search. QuickBooks has a few articles explaining the importance of using the form for compliance but the form itself is accessible in-product.

 

Automate-Payments_TECH-GUIDE_Step-012.jpg

 

 

It's really important you follow PCI standards, be safe!

Frequent Contributor

Re: Direct Deposit

@JamesOng I'm not sure where you get your pictures from to illustrate QBO, but mine looks nothing like what you post. Smiley Happy

 

@aafable I have attached a paper that we use for some of our customers and vendors informing them of how they can pay. You could send them this document first and then when they decide how they would like or would be best for them, then you could send your bank info. I think that would be safer for you. Smiley Happy

Community Host

Re: Direct Deposit

@jessbru99568, haha, this an animation mock-up from one of the older versions Smiley Happy.

 

I wasn't able to access the current in-product page last night but, still wanted to give @aafable a sense of where is in the process with QBO, though she isn't a user. 

Established Member

Re: Direct Deposit

Thank you very much! This is exactly what I was looking for!

Frequent Contributor

Re: Direct Deposit

@aafable You are very welcome!! Smiley Happy

New Member.

Re: Direct Deposit

my Direct Deposit disable kindly enable  to get paid

Community Host

Re: Direct Deposit

Hey @030338533,

 

Would you mind clarifying what you mean?

QuickBooks Team

Re: Direct Deposit

Hi there, @030338533,


Welcome to the QuickBooks Community. Let me get the help needed to ensure you’re able to send the Direct Deposit payroll.


I need to get you in touch with our Payroll Support Team since they have the tools to re-enable to the Direct Deposit service. They can pull up your account on a secure environment to make sure your company information stays safe.


Please check this article to view the contact information for QuickBooks Desktop Payroll: QuickBooks Desktop Payroll Basic, Standard, or Enhanced HUB.


If you’re using QuickBooks Online Payroll, here’s how you can contact a payroll specialist: QuickBooks Online Payroll Hub. Scroll down to For additional QuickBooks Online Payroll support.

 

For additional guidance with Direct Deposit on both online and desktop versions, here are some helpful articles:


•    https://community.intuit.com/articles/1437319
•    https://community.intuit.com/articles/1436885
•    https://community.intuit.com/articles/1576654


Let me know how the call goes. I’m here anytime you need assistance with the payroll.