Getting Paid Faster with QuickBooks: Tips and Tools

Nobody likes waiting for a client to pay. Making collection calls and hearing “the check is in the mail” can be incredibly frustrating. Accepting credit cards is a cost of doing business and is widely accepted. Integrating this task inside QuickBooks is a huge time saver, eliminating manual entries.

Supercharging QuickBooks with QuickBooks Payments

You can make your software incredibly powerful by using QuickBooks Financial software (online or desktop) and adding QuickBooks Payments. This integration allows you to accept multiple forms of payment, including credit card payments and ACH. With this method, you can track the customer’s payment from start to finish, marking the invoice as paid.

Benefits of QuickBooks Payments

  • Competitive Rates: QuickBooks Payments are reasonable and often lower than those of competitors.
  • Quick Funding: Funding for credit cards takes around two to three days and five days for ACH.
  • No Long-Term Contracts: You can test drive QuickBooks Payments without any long-term contracts or termination fees.
  • Seamless Integration: It’s the only merchant service provider integrated with QuickBooks software.

Methods for Getting Paid

1. QuickBooks Payments

  • Manual Entry: Clients can call in their payment information to be manually keyed in.
  • Card Swipe: Clients can present the card to swipe or manually key.
  • Emailed Invoices: Email your client an invoice, and they can click a pay now link to pay.

2. GoPayment Mobile

QuickBooks Payments includes GoPayment (GP) at no extra fee and uses the same low swipe rate. While you can sign up for GP separately, it has a different, higher rate structure. Note that GP isn’t fully integrated with your financial software, so you need to do a few extra steps to align it with the correct invoice.

3. e-Invoicing

QuickBooks Payments now includes e-Invoicing, allowing you to email a client an invoice, and they can click a link to pay in full. There is no extra fee for this service, and it is very popular and easy to use.

4. Bill & Pay for Advanced Electronic Invoice Features

If you need more advanced features, we recommend Bill & Pay. It integrates with QuickBooks Financial Software and uses QuickBooks Payments, providing an alternative to e-Invoicing.

Features of Bill & Pay:

  • Payment Plans: Create payment plans approved by the client.
  • Client Portal: Clients can log in to their portal to see their invoice and payment history.
  • Flexible Payments: Clients can short pay, overpay, or use different credit cards on one invoice.
  • Website Integration: Add a link on your website so clients can access their accounts.
  • Automatic Reminders: Set up automatic reminders for unpaid invoices.
  • Email Statements: Email statements to customers with a pay now link.
  • Sales Orders: Send a sales order with a pay now link.

Real-World Application

At Complete Business Group, we use QuickBooks Payments, Bill & Pay, and QuickBooks Enterprise. This combination has served us well for over six years. If our clients do not need the additional features offered by Bill & Pay, we set them up with QuickBooks Payments and utilize all the free tools, including e-invoicing and GoPayment.


Everyone wants to get paid as quickly as possible. QuickBooks Payments offers a risk-free trial, allowing you to cancel anytime with no termination fees. If you need additional features that e-invoicing cannot provide, consider adding Bill & Pay for a comprehensive solution. If you need guidance, schedule a consultation with our team.

Try QuickBooks Payments today and streamline your payment processes!