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.

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Request for Payments

Integrating ACH and FedNow real-time payments with QuickBooks Online (QBO) and invoicing through a Request for Payment system can be accomplished using third-party plugins like SecureQBPlugin. Here's a high-level outline of how you can potentially set this up:

1. ACH and FedNow Real-time Payments Overview

• ACH Payments: ACH (Automated Clearing House) payments allow for electronic bank-to-bank payments within the United States. These can be used for payroll, vendor payments, and invoicing.
• FedNow Real-time Payments: The FedNow service provides real-time payments, allowing businesses to send and receive funds instantly. This is a newer service offered by the Federal Reserve.

Both payment methods are important for improving cash flow, reducing delays, and providing immediate payment options to customers.

2. SecureQBPlugin for Integration

• SecureQBPlugin: This plugin appears to integrate QuickBooks with various payment processing solutions, possibly including ACH and FedNow. It can automate and streamline invoice generation, tracking, and payments for businesses using QuickBooks Online.

The plugin would facilitate:

• Secure connections between your QuickBooks Online data and payment systems.
• Automatic creation of payment requests (Request for Payment) and invoices.
• Integration of real-time payments via ACH and FedNow into your invoicing system.

Steps to Implement:

1. Set Up SecureQBPlugin:
   • Install and configure the SecureQBPlugin as per its setup guide.
   • Ensure you have API access or credentials to integrate with your bank for ACH or FedNow transactions.
2. Configure Payment Options:
   • Connect your bank account or payment processor through the SecureQBPlugin interface.
   • Set up ACH and FedNow payment options for invoices.
3. Create Invoices with Real-time Payment Options:
   • Using QuickBooks, create invoices as usual.
   • With SecureQBPlugin, you'll be able to include ACH or FedNow as payment methods.
   • Send the Request for Payment directly from the system, either manually or automatically based on predefined triggers.
4. Real-time Payment Processing:
   • Once your customer receives the invoice, they can select ACH or FedNow to make a real-time payment.
   • Payments are processed, and the plugin syncs the payment status back to QuickBooks Online, ensuring your records stay up to date.

3. Benefits of Integration

• Faster Payments: ACH and FedNow enable quicker fund transfers, improving cash flow.
• Reduced Errors: Automating payments via plugins like SecureQB reduces manual data entry errors.
• Enhanced Customer Experience: Customers have the flexibility to pay in real-time, directly through their bank or via ACH.

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.

 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 Requests For Payment 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.