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 one-time payments using FedNow real-time payment methods (POS, MOTO, E-commerce) with digital invoicing through Request for Payment (RfP) into QuickBooks Online (QBO) using SecureQBPlugin.com involves a few steps. Here’s a detailed guide on how this can be achieved:

Integration Overview

1. Setup SecureQBPlugin.com
   • Registration and Setup: Register and set up SecureQBPlugin.com for your QuickBooks Online account.
   • API Configuration: Configure the API settings to enable communication between SecureQBPlugin.com, QuickBooks Online, and FedNow.
2. Digital Invoicing and Request for Payment (RfP)
   • Invoicing System: Use your invoicing system to create and send digital RfPs to customers.
   • RfP Details: Include essential details such as invoice number, amount, due date, and payment instructions.
3. Payment Methods Integration
   • POS (Point of Sale): Integrate your POS system with SecureQBPlugin.com to accept FedNow payments.
   • MOTO (Mail Order/Telephone Order): Set up your MOTO system to process payments through SecureQBPlugin.com.
   • E-commerce: Ensure your E-commerce platform is connected to SecureQBPlugin.com to handle real-time payments.
4. Real-Time Payment Processing
   • FedNow Service: SecureQBPlugin.com processes the payment through the FedNow network, enabling instant fund transfers.
   • Payment Gateway Integration: Integrate the payment gateway that supports FedNow with SecureQBPlugin.com.
5. Reconciliation in QuickBooks Online
   • Automatic Reconciliation: SecureQBPlugin.com ensures that payments are automatically reconciled in QuickBooks Online.
   • Real-Time Updates: QuickBooks Online is updated in real-time with the payment status and transaction details.

Detailed Steps

1. Setup SecureQBPlugin.com:
   • Register: Create an account on SecureQBPlugin.com.
   • Connect to QBO: Link your QuickBooks Online account to SecureQBPlugin.com using the provided API keys and credentials.
   • API Configuration: Configure the API settings to ensure seamless communication between SecureQBPlugin.com, QuickBooks Online, and FedNow.
2. Generate and Send RfPs:
   • Invoicing System: Use your digital invoicing system to generate Requests for Payment (RfPs).
   • Send RfPs: Send the RfPs to your customers via email, SMS, or a secure portal.
3. Integrate Payment Methods:
   • POS Integration:
     • Connect your POS system to SecureQBPlugin.com.
     • Configure the POS system to accept FedNow payments through SecureQBPlugin.com.
   • MOTO Integration:
     • Set up your MOTO processing system to work with SecureQBPlugin.com.
     • Ensure that phone and mail orders can be processed through FedNow.
   • E-commerce Integration:
     • Connect your E-commerce platform to SecureQBPlugin.com.
     • Configure the platform to handle FedNow payments.
4. Process Real-Time Payments:
   • Payment Gateway: Ensure that your payment gateway supports FedNow and is integrated with SecureQBPlugin.com.
   • FedNow Service: SecureQBPlugin.com processes the payment through the FedNow network, enabling instant fund transfers.
5. Reconcile Payments in QBO:
   • Automatic Reconciliation: SecureQBPlugin.com automatically reconciles payments in QuickBooks Online.
   • Real-Time Updates: QuickBooks Online is updated in real-time with payment status, transaction details, and reconciliation records.

Benefits

1. Speed: Instant payment processing improves cash flow and reduces waiting times.
2. Convenience: Customers can choose their preferred payment method (POS, MOTO, E-commerce).
3. Efficiency: Automated reconciliation reduces manual effort and errors.
4. Integration: Seamless integration with QuickBooks Online ensures accurate financial records.

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 payments.
4. Support: Utilize customer support from SecureQBPlugin.com and QuickBooks Online for any issues or questions during the integration process.

By following these steps, you can effectively integrate one-time payments using FedNow real-time payment methods into QuickBooks Online through SecureQBPlugin.com, streamlining your payment processing and 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 One-Time Payments 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.