How to Send eChecks With QuickBooks Online?

Whether you utilize some other electronic check processing service or you access QuickBooks accounting software, it will enable you to […]

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Whether you utilize some other electronic check processing service or you access QuickBooks accounting software, it will enable you to register and then process the eChecks and send the right receipts to your particular customer electronically.

It is possible to process payments even when there are customers on the phone. You can also enable the customers to enter the details and fill out a signed authorization that will enable you to process recurring payments or one-time payments. It is possible to process paper checks electronically too.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Before we dig deep, let’s learn in detail what is an eCheck.

What is an eCheck? What are its Benefits?

eChecks are nothing but electronic checks that comprise all the identical elements like an old style paper check that has an account number, routing number, amount, signature, check number, and recipient. It is nothing but a check sent by email that can be utilized whenever it is accepted anytime.

Here is an Overview of the Benefits of Accepting eChecks:

Enhanced Competency

When customers make recurring payments, eChecks will cut down the manual labor of your team who are responsible for processing the paper checks. When the manual labor is reduced, your staff can move their focus to more important, high-value tasks.

Improved Customer Experience

eChecks can enhance the payment experience that calls for reduced time and effort for the team. Due to eChecks, you can add the payment details into the digital wallet and delete the need to re-enter the details of the payment.

Increased Cash Flow

Those businesses that acknowledge eChecks can accumulate more income by making it convenient for customers to easily pay for the invoices. Since payments are done quickly, it will be possible to close the receivables and use the cash quicker.

Less Unpaid Invoices

When eChecks are accepted via an automation platform, it syncs with the ERP system of your business. This allows it to see the payment status and then automate the cash application procedure. You can rely on the right invoice that it is applied to the right customer 100% of the time.

Less Fees than Credit Cards and Paper Checks

Processing eChecks is far less expensive than paper checks or credit cards.

Now, when we understand the benefits of eChecks in QuickBooks, let us learn how to send these eChecks with QuickBooks.

How to Send eChecks with QuickBooks?

You can send eChecks with some very easy steps. Here is the procedure to send eChecks with QuickBooks:

Step 1: First, add your particular email address to the records of the vendors.

Step 2: When you are adding a particular check for Bill Payment, access a QuickBooks Online bank account that is connected with the eChecks.

Step 3: Choose the Print Later box.

Step 4: Press Save.

Note: You do not require to print, mail or sign. The eCheck payments are sent and they reach within minutes instead of days.

Hope this article is clear to you. We have not only highlighted the benefits of eChecks with QuickBooks, we have also talked about how to send eChecks with QuickBooks.

Still, for any kind of confusion or issue, please do get in touch with our Dancing Numbers team of professionals. They will sort your problems easily.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


What are Electronic Processing Solutions?

There is several providers’ users face due to check processing in the financial institution. QuickBooks offers the best eCheck processing services. Select a business whose fees along with the schedule of fees work in sync with your particular business. If you select a web-based processor, ensure that it is functional in the operating system of the particular business along with the web browser of your selection.

What is Signed Authorizations?

With the help of signed authorizations you can get customer preapproval to process the particular eChecks in the absence of the customer physically in front or on a call. It is possible to make your own forms and letters with the help of the language from QuickBooks support. Ensure that a signed copy of the letter in the file is available.

How to Record a Single Invoice Payment?

Here are the steps to record a single invoice payment in QuickBooks:

Step 1: Press + New.

Step 2: Choose Receive Payment.

Step 3: Choose the name from the given drop-down menu.

Step 4: From the available Outstanding Transaction segment, choose the transactions that you wish for QuickBooks to determine. As you choose these items, the total payment will be altered.

Step 5: Choose the payment method.

Step 6: Add the reference no. and the memo too if relevant.

Step 7: You can deposit the particular money to check your given account or to the specific undeposited funds account.

Step 8: Press Save and Close.

How to Send an Online Invoice?

In order to send an online invoice, you need to turn on the payment options. Once the payment options are turned on, follow the steps given below:

Step 1: Press +New.

Step 2: Choose Invoice or select Send Invoice.

Step 3: Choose the customer from the given drop-down for Customer option. Ensure that the email address is mentioned in the given Email field.

Step 4: Navigate to the section Online Payments. Analyze the payment options that are available.

Step 5: In case you wish to edit the payment options, choose Edit. Or you can also choose the checkbox from the options you wish to make available.

Step 6: When finished, press Save and Send.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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