Add QuickBooks Payments and Bill Pay to unlock an integrated view into your client’s cash flow

When your client uses Payments and Bill Pay with QuickBooks Online, transactions are recorded and matched for you in your client’s books.** This enables you to help clients make business decisions based on cash flow insights by tracking incoming and outgoing payments, and creating forecasts up to 90 days in advance.

Speedy payments and competitive rates

• Accept credit card, debit card, and ACH bank transfer payments.
• Send professional, customizable invoices with a built-in “Pay Now” button.
• Track payments in real-time to see exactly when invoices are paid.
• Automate payment reminders to reduce past-due invoices.
• Share competitive processing rates with your clients, such as 2.3%** on card reader payments.**

Flexibility to get paid and pay bills

• Take in-person, contactless payments, such as Tap to Pay on iPhone through QuickBooks Mobile and GoPayment apps. (Note: Very limited availability. Features may be more broadly available soon.)
• Pay multiple vendors at one time and combine multiple bills into one payment.
• Pay vendors and suppliers electronically by ACH bank transfer, or paper check.**

Efficient workflows and collaborative features to empower teams

• Schedule payments to ensure bills are paid on time.
• Flex to your team’s needs using bill approval workflows with multiple approvers.**
• Keep track of all outgoing payments in one central location.
• Sync transactions directly with your QuickBooks account for accurate recordkeeping.
• Assign role-based permissions to decide who creates, approves, and pays bills—and limit access to the books.**

Ways to strengthen relationships with customers and vendors

• Help make it easier for clients’ customers to pay the way they want.
• Simplify setup by having clients’ vendors add their payment info in the QuickBooks Business Network—saving you time and worry.**

Benefits beyond the day-to-day 

Helping improve your client’s and firm’s routine AP/AR tasks is just the start. Integrating QuickBooks Online with QuickBooks Payments and QuickBooks Bill Pay can add value that extends into many other areas.

Gaining workflow efficiency and accuracy by matching transactions automatically

Transactions through QuickBooks Payments and QuickBooks Bill Pay are reconciled automatically in your client’s books, helping minimize the chance for error and helping you save time. Free up your focus for strategic tasks by batching payments and creating workflows to generate invoices and send payment reminders to your client’s customers. You can also simplify the ways your client gets paid and help automate their cash flow by setting up recurring payments and bills to charge customers on your client’s schedule.**

Unlocking insights with a holistic view of clients’ cash flow 

The real-time data and cash-flow visibility QuickBooks Payments and QuickBooks Bill Pay provide, in combination with QuickBooks Online, supports informed decisions, deeper financial strategies, and trust-building with clients and vendors.

Unifying your client’s money-in and money-out functions in QuickBooks gives you seamless access to valuable cash flow insights, including cash flow forecasts of up to 90 days in advance. You’ll also be able to generate and share insights from their real-time AR/AP data, including P&L reports, balance sheets, and more.

Enhancing security and reliability in your financial tools

When you centralize your client’s AR and AP functions in QuickBooks Online, you get one-step access to your financial tools, and a simple, smart way to get to work. With the native integration of these tools, you’ll automatically use the encrypted transactions and fraud prevention features of QuickBooks Online.

And because the data from QuickBooks Payments and QuickBooks Bill Pay is designed to integrate seamlessly with QuickBooks Online, you can set and execute workflows without having to add separate solutions that could fail or compromise data integrity.

Enhancing your firm’s client service

Combining these functions in one solution improves workflows, helping to reduce administrative tasks and allowing your firm’s team to deliver more value in their work. Because the resulting data rolls up into QuickBooks, your accountants can use the added time to help strengthen client relationships—for example, discussing reports and providing actionable recommendations. Your firm’s service offerings can then help to position your team as a trusted financial management resource, driving client retention and acquisition. In addition, your firm can earn a 20% net revenue share for up to 3 years on your client’s processing fees when you refer them to QuickBooks Payments.*

Simplify your client’s cash flow functions and transaction management

QuickBooks Online brings to life the data, capabilities, and benefits of QuickBooks Payments and QuickBooks Bill Pay. The unified solution of all three tools simplifies workflows, helps enhance security, and provides holistic real-time insights. Combining them maximizes their benefits, allowing accountants and bookkeepers like you to deliver superior service while driving efficiency and growth for your clients.

• Add these products for your clients in QuickBooks Online Accountant.
• You can also explore more about QuickBooks Payments and QuickBooks Bill Pay.