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

To effectively work with both FedNow and RTP real-time payment systems in the U.S. through QuickBooks Online (QBO) and QuickBooks Enterprise using SecureQBPlugin.com, follow these steps:

Overview of Integration

1. Setup SecureQBPlugin.com
   • Registration and Setup: Register and set up SecureQBPlugin.com for your QuickBooks Online or QuickBooks Enterprise account.
   • API Configuration: Configure the API settings to enable communication between SecureQBPlugin.com, QuickBooks, and both FedNow and RTP networks.
2. Generate and Send Digital Invoices
   • Digital Invoicing System: Generate digital invoices in QuickBooks.
   • Request for Payment (RfP): Create and send Requests for Payment (RfPs) for immediate payments.
3. Payment Methods Integration
   • Bank Dashboard: Configure the bank's online platform to support FedNow/RTP instant payments.
   • Payee Payment Page: Integrate FedNow/RTP payment processing on the payee’s website payment page.
4. Real-Time Payment Processing
   • FedNow/RTP Service: SecureQBPlugin.com processes the payment through the FedNow and RTP networks, enabling instant fund transfers.
   • Payment Gateway Integration: Integrate the payment gateway that supports FedNow/RTP with SecureQBPlugin.com.
5. Reconciliation in QuickBooks
   • Automatic Reconciliation: SecureQBPlugin.com ensures that payments are automatically reconciled in QuickBooks.
   • Real-Time Updates: QuickBooks is updated in real-time with the payment status and transaction details.

Detailed Steps

1. Setup SecureQBPlugin.com

• Register and Setup:
  • Sign up on SecureQBPlugin.com.
  • Connect your QuickBooks Online or QuickBooks Enterprise account using the provided API keys and credentials.
• API Configuration:
  • Configure the API to facilitate communication between SecureQBPlugin.com, QuickBooks, and both FedNow/RTP networks.

2. Generate and Send Digital Invoices

• Create Digital Invoices in QuickBooks:
  • Navigate to the invoicing section in QuickBooks.
  • Create an invoice and include a payment link that directs the payer to a secure payment page.
• Generate Payment Links:
  • Use SecureQBPlugin.com to generate and embed FedNow/RTP payment links in the invoices.
  • Ensure the payment link is secure and directs the payer to a page where they can complete the transaction.

3. Integrate Payment Methods

• Bank Dashboard Integration:
  • Work with your bank to enable FedNow/RTP payment capabilities on their online dashboard.
  • Provide customers with the option to pay their invoices through their bank’s online platform.
• Payee Payment Page Integration:
  • Integrate a payment gateway on your payee website that supports FedNow/RTP.
  • Ensure the payment page is user-friendly and secure, allowing customers to make instant payments.

4. Process Real-Time Payments

• Payment Gateway:
  • Ensure your payment gateway supports FedNow/RTP and is integrated with SecureQBPlugin.com.
• FedNow/RTP Service:
  • The FedNow/RTP services handle the instant transfer of funds from the payer’s bank to the payee’s bank.
  • Provide immediate confirmation to both payer and payee.

5. Reconcile Payments in QuickBooks

• Automatic Reconciliation:
  • SecureQBPlugin.com automatically reconciles payments in QuickBooks.
  • Ensure that transaction details, payment status, and reconciliation records are updated in real time.
• Real-Time Updates:
  • QuickBooks should reflect payment status, transaction details, and reconciliation updates instantly, ensuring accurate financial records.

Example Use Case: Immediate Payment for Services Rendered

1. Setup and Integration:
   • Register on SecureQBPlugin.com and connect it with QuickBooks Online or QuickBooks Enterprise.
   • Ensure API settings are configured for seamless communication and instant payment processing.
2. Generate and Send Invoice:
   • Create an invoice in QuickBooks for the service rendered.
   • Send the invoice with an embedded FedNow/RTP payment link.
3. Customer Initiates Payment:
   • Customer clicks on the payment link in the digital invoice or uses credentials provided face-to-face.
   • Completes the transaction via the FedNow/RTP network, and receives an instant confirmation.
4. Process and Confirm Payment:
   • FedNow/RTP processes the payment instantly.
   • Both customer and payee receive immediate payment confirmation.
5. Reconcile Payments in QuickBooks:
   • Payment is automatically reconciled in QuickBooks.
   • Notifications are sent confirming the successful payment and reconciliation.

Benefits

1. Speed and Efficiency: Real-time payment processing improves cash flow and reduces waiting times.
2. Accuracy: Automated reconciliation ensures accurate financial records.
3. Convenience: Customers can choose their preferred payment method (bank dashboard or payee payment page).
4. Integration: Seamless integration with QuickBooks ensures accurate financial management.

Implementation Tips

1. Testing: Thoroughly test the integration in a sandbox environment before going live.
2. Security: Ensure that all data transfers and transactions comply with security standards to protect customer information.
3. Training: Provide training for your staff on using SecureQBPlugin.com and handling FedNow/RTP payments.
4. Support: Utilize customer support from SecureQBPlugin.com and QuickBooks for any issues or questions during the integration process.

By following these steps, you can effectively manage ASAP instant payments using FedNow or RTP, integrated into QuickBooks Online or QuickBooks Enterprise through SecureQBPlugin.com. This ensures timely payments, streamlined processes, and accurate financial management.

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 Payments Real-Time 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.