QuickBooks ^® Request Payment File Format 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.

Ask about our special:

Request for Payments

To import ACH, FedNow, and Real-Time Payments (RTP) Request for Payment file formats into QuickBooks Online (QBO) using SecureQBPlugin, follow these steps:

Step-by-Step Guide

1. Ensure Plugin Compatibility

• Visit SecureQBPlugin.com to ensure that the plugin supports the file formats you plan to import (ACH, FedNow, and RTP).
• Download and install the SecureQBPlugin as per their instructions.

2. Prepare Your File Format

• Ensure that your ACH, FedNow, or RTP file is in the correct format as required by QuickBooks Online (QBO). The common formats include CSV or Excel for batch payment data.
• If your file is in a different format (e.g., NACHA for ACH), ensure that SecureQBPlugin can map or convert it into a format readable by QBO.

3. Install the Plugin and Set Up

• Install the SecureQBPlugin on your computer following the on-screen instructions from the website.
• Connect the plugin to your QuickBooks Online account by logging into QBO through the plugin.

4. Mapping the File Data

• Open the plugin and use the file mapping feature to match the fields from your ACH, FedNow, or RTP file to the relevant fields in QBO.
• This includes mapping the payment amounts, dates, vendor/customer names, and account information.

5. Import the File

• Once the file is mapped, use the plugin’s import function to bring the data into QuickBooks Online.
• SecureQBPlugin should provide an option to review the data before completing the import.

6. Verify Imported Data

• After importing, log into your QuickBooks Online account and verify that the payments have been accurately imported under the appropriate accounts (e.g., vendors or customers).
• Cross-check with the original file to ensure no errors occurred during import.

7. Process Payments

• Once the data is successfully imported, proceed to process payments within QBO, if required.

Additional Resources:

• Check the SecureQBPlugin user guide or contact their support team if you encounter any issues with file formats or import steps.

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.