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 Real-Time Request for Payment (RfP) from a bank's dashboard or payee/biller payment page for one-time or recurring payments into QuickBooks using SecureQBPlugin.com (https://SecureQBPlugin.com) involves several steps. Here’s a detailed guide on how to achieve this integration:

Steps for Integration

1. Set Up QuickBooks Online (QBO):
   • Ensure you have a QuickBooks Online account with the necessary subscription level that supports advanced features and integrations.
   • Install and configure SecureQBPlugin.com for QuickBooks Online.
2. Register with SecureQBPlugin.com:
   • Create an account on SecureQBPlugin.com if you haven’t already.
   • Complete any necessary onboarding steps, including linking your QuickBooks Online account to SecureQBPlugin.com.
3. Enable Real-Time Payments:
   • Ensure that SecureQBPlugin.com supports real-time payment processing through RTP (The Clearing House) and FedNow (Federal Reserve).
   • Configure SecureQBPlugin.com to handle both one-time and recurring payments using these real-time payment networks.
4. Configure ISO 20022 Messaging:
   • Verify that SecureQBPlugin.com supports ISO 20022 messaging standard for rich data exchange.
   • Ensure that QuickBooks Online can handle ISO 20022 formatted messages for sending and receiving payment requests and confirmations.
5. Create Digital Invoices in QuickBooks:
   • Use QuickBooks Online to create digital invoices with all necessary details (amount, due date, itemized charges).
   • Configure invoices to include options for one-time or recurring payments.
6. Generate and Send RfP via SecureQBPlugin.com:
   • When an invoice is created in QuickBooks, use SecureQBPlugin.com to generate an RfP.
   • SecureQBPlugin.com formats the RfP in ISO 20022 and sends it to the payer via their bank’s dashboard or through a link on the payee’s payment page.
7. Payer Receives and Approves RfP:
   • The payer receives the RfP notification on their bank’s dashboard or the payment page.
   • The payer reviews the RfP details and approves the payment.
8. Instant Payment Processing:
   • Upon approval, the payment is processed instantly through RTP or FedNow.
   • The payee receives the funds in real-time, and the transaction is settled immediately.
9. Payment Confirmation and Reconciliation:
   • Both the payer and payee receive payment confirmation messages.
   • QuickBooks Online, via SecureQBPlugin.com, updates the invoice status to 'Paid' and reconciles the payment in real-time.
10. Automated Recurring Payments:
    • For recurring payments, set up the recurring invoice schedule in QuickBooks Online.
    • SecureQBPlugin.com automatically generates and sends RfPs at regular intervals based on the schedule.
    • Payments are processed and reconciled in real-time, reducing manual intervention.

Example Workflow

One-Time Payment

1. Invoice Creation:
   • Create a one-time invoice in QuickBooks Online.
2. RfP Generation:
   • SecureQBPlugin.com generates an RfP using ISO 20022.
3. RfP Sending:
   • The RfP is sent to the payer’s bank dashboard or the payee’s payment page.
4. Payer Approval:
   • The payer reviews and approves the RfP.
5. Instant Payment:
   • Payment is processed instantly, and the invoice status in QuickBooks is updated to 'Paid'.
6. Reconciliation:
   • Payment details are automatically reconciled in QuickBooks.

Recurring Payment

1. Recurring Invoice Setup:
   • Set up a recurring invoice schedule in QuickBooks Online.
2. Automatic RfP Generation:
   • SecureQBPlugin.com automatically generates RfPs at each billing cycle.
3. RfP Sending:
   • The RfPs are sent to the payer’s bank dashboard or payment page at regular intervals.
4. Payer Approval:
   • The payer reviews and approves each RfP.
5. Instant Payment:
   • Payments are processed instantly each time, and invoice statuses are updated in QuickBooks.
6. Reconciliation:
   • Each payment is reconciled in QuickBooks with detailed remittance information.

Benefits of Integration

1. Efficiency:
   • Reduces delays in payment processing by enabling instant payments.
2. Improved Cash Flow:
   • Enhances cash flow management with quicker payment receipts.
3. Security:
   • Provides robust security with ISO 20022 messaging and real-time payment networks.
4. Convenience:
   • Simplifies the payment process for both payers and payees.
5. Automation:
   • Automates the invoicing and payment process for recurring transactions, reducing manual tasks.

By integrating Real-Time Request for Payment (RfP) from a bank's dashboard or payee/biller payment page using SecureQBPlugin.com with QuickBooks Online, businesses can streamline their invoicing and payment processes, enhance cash flow, and improve overall efficiency. This integration ensures that payments are processed in real-time, providing a seamless experience for both payers and payees.

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. Create Multiple Templates. Payer/Customer Routing Transit and Deposit Account Number may be required to import with your bank. You can upload or "key data" into our software for File Creation of "Mandatory" general file.

Fees = $57 monthly, including Support Fees and Batch Fee, Monthly Fee, User Fee, Additional Payment Method 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) Payer Routing Transit and Deposit Account Number is NOT required to import with your bank. We add your URI for each separate Payer transaction.

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.