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 payment card transactions using account-to-account (A2A) for POS (Point of Sale), Ecommerce, and MOTO (Mail Order/Telephone Order) into QuickBooks Enterprise involves several steps. Here's a comprehensive guide to set this up and ensure seamless integration with QuickBooks Enterprise using SecureQBPlugin.com:

Setup and Configuration Steps

1. Set Up QuickBooks Enterprise and SecureQBPlugin.com:
   • QuickBooks Enterprise: Ensure your QuickBooks Enterprise software is installed, set up, and configured for your business needs.
   • SecureQBPlugin.com: Register and configure SecureQBPlugin.com to facilitate integration with real-time payment systems and QuickBooks Enterprise.
2. Configure Real-Time Payment Systems:
   • Payment Processors: Choose payment processors that support real-time account-to-account transactions (e.g., The Clearing House RTP, FedNow).
   • Integration with SecureQBPlugin.com: Integrate these payment processors with SecureQBPlugin.com to ensure seamless data flow between your payment systems and QuickBooks Enterprise.

Implementation Process for POS, Ecommerce, and MOTO Transactions

POS (Point of Sale)

1. Set Up POS System:
   • POS Hardware: Ensure your POS hardware is compatible with real-time payment processing.
   • POS Software Integration: Configure your POS software to support real-time A2A payments through SecureQBPlugin.com.
2. Payment Processing:
   • Customer Checkout: During checkout, the customer opts to pay using an account-to-account transfer.
   • Generate Payment Link: The POS system generates a secure RTP payment link.
   • Customer Payment: The customer completes the payment via their mobile device or another digital method.
   • Instant Confirmation: The payment is processed instantly, and both the customer and the business receive confirmation.
3. Recording in QuickBooks:
   • Automatic Update: SecureQBPlugin.com updates QuickBooks Enterprise in real-time with the payment details.
   • Reconciliation: Ensure transactions are accurately recorded and reconciled in QuickBooks.

Ecommerce

1. Set Up Ecommerce Platform:
   • Platform Compatibility: Ensure your ecommerce platform supports real-time payment processing.
   • Payment Gateway Integration: Integrate a payment gateway that supports RTP or similar real-time A2A transactions.
2. Payment Processing:
   • Customer Checkout: At checkout, the customer selects the real-time payment option.
   • Generate Payment Link: The ecommerce system generates a secure RTP payment link.
   • Customer Payment: The customer completes the payment using their bank account via the secure link.
   • Instant Confirmation: The payment is processed in real-time, with instant confirmation sent to both parties.
3. Recording in QuickBooks:
   • Automatic Update: SecureQBPlugin.com ensures payment details are instantly updated in QuickBooks Enterprise.
   • Reconciliation: Regularly reconcile transactions in QuickBooks to maintain accurate financial records.

MOTO (Mail Order/Telephone Order)

1. Set Up MOTO Payment System:
   • System Configuration: Configure your MOTO payment system to support real-time A2A transactions.
   • Integration with SecureQBPlugin.com: Ensure the MOTO system is integrated with SecureQBPlugin.com for seamless payment processing and recording.
2. Payment Processing:
   • Customer Order: The customer provides payment details over the phone or by mail.
   • Generate Payment Link: A secure RTP payment link is generated and sent to the customer via email or SMS.
   • Customer Payment: The customer completes the payment through the provided link.
   • Instant Confirmation: The payment is processed in real-time, and both parties receive confirmation.
3. Recording in QuickBooks:
   • Automatic Update: SecureQBPlugin.com updates QuickBooks Enterprise with the payment details.
   • Reconciliation: Ensure all MOTO transactions are accurately recorded and reconciled in QuickBooks.

Detailed Implementation Example

POS Transaction Example

1. Create Sale in POS System:
   • Generate Invoice: Create an invoice or sale in the POS system for a customer purchase.
   • Payment Option: Offer the real-time A2A payment option.
   • Generate Payment Link: The POS system generates a secure RTP payment link.
   • Customer Payment: The customer completes the payment using the link.
   • Instant Confirmation: Both the customer and the business receive immediate payment confirmation.
   • Update QuickBooks: SecureQBPlugin.com updates QuickBooks Enterprise with the transaction details in real-time.

Ecommerce Transaction Example

1. Online Order Process:
   • Customer Order: A customer places an order on your ecommerce platform.
   • Payment Option: The customer selects the real-time A2A payment option.
   • Generate Payment Link: The ecommerce platform generates a secure RTP payment link.
   • Customer Payment: The customer completes the payment using the link.
   • Instant Confirmation: Both the customer and the business receive immediate payment confirmation.
   • Update QuickBooks: SecureQBPlugin.com updates QuickBooks Enterprise with the transaction details in real-time.

MOTO Transaction Example

1. Receive Customer Order:
   • Order Details: Receive customer order details via phone or mail.
   • Payment Option: Generate a secure RTP payment link and send it to the customer via email or SMS.
   • Customer Payment: The customer completes the payment using the link.
   • Instant Confirmation: Both the customer and the business receive immediate payment confirmation.
   • Update QuickBooks: SecureQBPlugin.com updates QuickBooks Enterprise with the transaction details in real-time.

Benefits of Integration

1. Speed and Convenience:
   • Instant Payments: Payments are processed instantly, improving cash flow and reducing delays.
   • Ease of Use: Customers benefit from a quick and convenient payment process.
2. Efficiency and Accuracy:
   • Automation: Reduces manual data entry and minimizes errors.
   • Real-Time Updates: Ensures up-to-date financial records with immediate payment confirmation.
3. Enhanced Cash Flow:
   • Immediate Funds: Access funds immediately upon payment, enhancing cash flow management.
   • Reduced Late Payments: Real-time invoicing and payments can significantly reduce late payments.
4. Cost Savings:
   • Lower Transaction Fees: Real-time payment systems often have lower transaction fees compared to traditional methods.
   • Reduced Administrative Costs: Automation reduces the overhead related to payment processing.
5. Security:
   • Secure Payment Links: Protects customer data with secure payment links.
   • Fraud Reduction: Real-time payments reduce the risk of fraud associated with checks or delayed payments.
6. Customer Satisfaction:
   • Transparent Communication: Real-time payment confirmation improves transparency and trust.
   • Enhanced Experience: Quick and easy payment options enhance customer satisfaction.

By following these detailed steps, you can effectively integrate real-time payment card transactions using account-to-account for POS, Ecommerce, and MOTO transactions into QuickBooks Enterprise. This integration ensures seamless, efficient, and secure financial operations, enhancing overall business performance and customer satisfaction.

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 Payment Card 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.