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Saturday 4 November 2017

How to Process an E-check or Scan Check Payment in QuickBooks Desktop?

QuickBooks is one of the best accounting software developed by Intuit. It is used in a wide range for business payments, managing and paying bills and functioning payroll. It has developed many products; one of its well-known applications is QuickBooks Desktop which is one-time purchase accounting software for business who need robust in job costing, inventory management and industry–specific features and reporting. If you are a QB Desktop user, you can scan, check payment using the steps provided in this blog by the experts of Quickbooks Support. Transactions can be checked only in QB merchant accounts which have added this feature.


Process eCheck payment:


  • Click on Create Sales Receipts from the QuickBooks Home Screen.
  • Give a click on Customer: job drop-down and choose customer or job.
  • In the given fields enter Item, Description, Quantity, Rate and Amount.
  • Select E-Check for the payment method.
  • Tick the box beside the option of Process E-Check payment when saving.
  • Hit the Save and close
  • Provide the necessary payment information:
  • Amount
  • Account Type
  • Routing Number
  • Account Number
  • Customer's first and last name
  • Phone number
  • Customer verification (signed authorization or customer is on the phone during the process)
  • Lastly, press the Submit


Process a Scan Check Payment:


  • Select Receive Payments from the QuickBooks Home Screen.
  • Select Scan Checks in the appeared window.
  • Click Yes when a box appears with a security warning.
  • Scan the checks that you want to and then click
  • Click the text boxes with the customer name, check number and check amount to verify the scanned check information and hit the next
  • Record the payment or click on Skip for now.
  • If you recorded the payment in above step then record it as Receive Payment and apply to an invoice or Sales Receipt then hit the Save & Close to view the next check.
  • Repeat the same process each scanned check.
  • Click on Send Checks for processing when the process is finished
  • Hit the Close button to exit the screen.
  • Lastly, if you wish to record the deposit now click on Make Deposits.

For further details or information, you can Contact QuickBooks Customer Support USA. The well-trained technicians and highly experienced engineers tackle your issues using the latest technology. The team members will give you the satisfactory answers within short time duration. The service providers are always pleased to serve with ease and comfort. So what are you waiting for? Just make a call and grab benefits out from it to resolve your problems.