QuickBooks^® Request for Payment Invoicing

• ~ 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

Integrating real-time account-to-account (A2A) transfers, also known as Pay-by-Bank, from B2B and C2B transactions through QuickBooks leveraging SecureQBPlugin.com can significantly streamline your payment processes. Here’s how you can set it up and the benefits it offers:

Steps to Integrate Real-Time A2A Transfers using SecureQBPlugin.com through QuickBooks:

1. Sign Up and Configure SecureQBPlugin.com:
   • Visit SecureQBPlugin.com and create an account.
   • Configure your account settings to integrate with QuickBooks Online (QBO) or QuickBooks Enterprise.
2. Install the Plugin:
   • Download and install the SecureQBPlugin for your QuickBooks version.
   • Follow the installation guide provided by SecureQBPlugin to ensure proper setup and connectivity with QuickBooks.
3. Enable Real-Time Payment Options:
   • Navigate to the payment settings in SecureQBPlugin.
   • Enable real-time payment options like FedNow and RTP (Real-Time Payments).
   • Set up your bank account details to facilitate real-time A2A transfers.
4. Configure Payment Requests and Invoices:
   • Set up templates for Request for Payments (RfP) that can be sent to customers and business partners.
   • Configure your invoices to include real-time payment options, allowing customers and partners to pay instantly.
5. Training and Support:
   • Train your staff on how to use the SecureQBPlugin interface and manage real-time payments.
   • Utilize customer support from SecureQBPlugin for any setup or technical issues.

Benefits of Real-Time A2A Transfers:

For Businesses (B2B):

1. Immediate Payment:
   • Faster payment cycles improve cash flow and reduce the time spent waiting for funds to clear.
2. Reduced Costs:
   • Lower transaction fees compared to credit card payments and checks.
3. Enhanced Security:
   • Direct bank transfers reduce the risk of fraud and chargebacks.
4. Streamlined Accounting:
   • Automatic reconciliation with QuickBooks reduces manual data entry and errors.

For Consumers (C2B):

1. Convenience:
   • Consumers can make payments directly from their bank accounts without the need for intermediaries.
2. Instant Confirmation:
   • Immediate payment confirmation improves the buying experience.
3. Lower Fees:
   • Potentially lower transaction fees compared to credit card payments.

Example Use Cases:

B2B:

1. Supplier Payments:
   • Businesses can pay suppliers instantly upon receipt of goods, improving supplier relationships and potentially gaining early payment discounts.
2. Service Fees:
   • Professional services firms can receive payments for their services immediately upon invoice approval.

C2B:

1. Retail Purchases:
   • Customers can pay for online or in-store purchases directly from their bank accounts, simplifying the payment process.
2. Utility Bills:
   • Utility companies can offer Pay-by-Bank options for customers to pay their bills in real-time, reducing late payments.

Using Real-Time A2A Transfers in QuickBooks with SecureQBPlugin.com:

1. Create an Invoice:
   • In QuickBooks, create an invoice as usual and select the real-time payment option provided by SecureQBPlugin.
2. Send a Payment Request:
   • Use the SecureQBPlugin to send a Request for Payment (RfP) to the customer, including a link for real-time payment.
3. Receive Payment:
   • Once the customer makes the payment, funds are transferred instantly to your account.
   • QuickBooks will automatically update the invoice status to paid and reconcile the transaction.
4. Monitor Transactions:
   • Use the SecureQBPlugin dashboard to monitor all real-time payment transactions and ensure they are correctly recorded in QuickBooks.

How to Use Real-Time Transfers in QuickBooks with SecureQBPlugin.com:

1. Create an Invoice:
   • In QuickBooks, create an invoice as usual and select the real-time payment option provided by SecureQBPlugin.
2. Send a Payment Request:
   • Use the SecureQBPlugin to send a Request for Payment (RfP) to the customer, including a link for real-time payment.
3. Receive Payment:
   • Once the customer makes the payment, funds are transferred instantly to your account.
   • QuickBooks will automatically update the invoice status to paid and reconcile the transaction.
4. Monitor Transactions:
   • Use the SecureQBPlugin dashboard to monitor all real-time payment transactions and ensure they are correctly recorded in QuickBooks.

By leveraging SecureQBPlugin.com for real-time A2A transfers, businesses can optimize their payment processes, enhance customer satisfaction, and maintain accurate financial records in QuickBooks.

Call us, the .csv, text messaging 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.

 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 Real-Time Transfers 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.