QuickBooks Epay Setup Step By Step Setting UP E-Payments QB Desktop

How To Do QuickBooks Epay Setup?

The Epay or E-payment is a payment system where transactions are done through electronic mediums i.e. you will be paying for the purchase of goods and services electronically. There is no need for the use of checks and cash in an electronic payment system. Also, e-payments are very helpful when the user going for QuickBooks e-File Setup.

Some of the common E-payment mediums are credit cards, e-wallets, smart cards, direct debit, ACH payments, Mobile payments, etc. For setting up the electronic payment medium in QuickBooks, you need to first change the payment to e-payment in QuickBooks and you can send your e-payment through the e-pay system. Also, AccountsPro elaborates on the full process of QuickBooks EFTPS Setup for paying taxes, etc.

Table of Contents

1 Steps For QuickBooks Epay Setup
2 Frequently Asked Questions

Steps For QuickBooks Epay Setup

First of all, as we mentioned earlier as well, we will have to change the payment method in QuickBooks to e-payment. You need to follow the below steps for this purpose:

At the start, you need to click on employees and then click on the payroll center.
Under the payroll section, you need to select the pay liabilities tab and click on the change payment method from the other activities list at the bottom.
Step 2 will open the QuickBooks payroll set up, now click on continue.
After that, select the payment that you want to e-pay and click on edit.
Under the payment (deposit) method, select the E-pay method and verify and check that the payee and payment frequency are correct and up to date.
In the last step, click on finish.

It’s very simple QuickBooks Class to set up which also gives you a clear view about categories earning and experience of different sources.

Sending First Payments In QuickBooks Via ePay

Now after setting up e-payment as a method of payment in QuickBooks, you need to follow the below steps for sending your e-payment.

First of all, you need to click on employees and then click on the payroll center.
In this step, you need to select the liability that you wish to pay under the Pay taxes and other liabilities section.
Now under the payroll center section, select the pay liabilities tab and select the liability that you wish to e-pay.
After the above step, click on the view/ pay tab, this will open the liability check and the e-payment option (earlier set up) should be chosen.
Now enter the EFTPS pin (a 4-digit pin) twice, and also the internet password twice. You will also need to enter the contact phone number and email address. Lastly, click on submit.

IF you are setting up Payroll First Time in QuickBooks then you must understand about all payroll taxes applicable for your small business.

Help QuickBooks E-payment Settings Issues, Problem, Errors

After the above steps, you will get a confirmation email for the submission relating to your e-payment. It is recommended to check the status of the e-payment to ensure that it is timely and correctly appropriately submitted to the agency. Your processing time of the e-payment will vary from agency to agency. You can switch to QuickBooks Hosting solutions to make payment processing more secure.

Hopefully, these steps are enough to guide you through the process of setting up of e-pay method in QuickBooks, but in case you are unable to resolve your queries or issues and need any further help or information at any point, you can dial QB Support Toll-Free Number will help you.

Frequently Asked Questions

What is QuickBooks Epay setup?

QuickBooks Epay setup refers to the process of configuring electronic payment methods within QuickBooks Desktop to send payments electronically, eliminating the need for paper checks or cash.

What are the benefits of setting up Epay in QuickBooks?

Setting up Epay in QuickBooks offers several benefits, including increased efficiency in payment processing, elimination of manual tasks such as printing and mailing checks, improved accuracy in tracking payments, and enhanced security of financial transactions.

What are the common e-payment mediums supported by QuickBooks?

QuickBooks supports various e-payment mediums, including credit cards, e-wallets, smart cards, direct debit, ACH payments, and mobile payments, providing users with flexibility in choosing their preferred electronic payment method.

How do I set up Epay in QuickBooks Desktop?

To set up Epay in QuickBooks Desktop, follow these steps:
✅ Click on “Employees” and then navigate to the “Payroll Center.”
✅ Under the “Pay Liabilities” tab, select “Change Payment Method” from the list of other activities.
✅ Continue through the QuickBooks payroll setup and select the payment you want to e-pay.
✅ Edit the payment method to select “E-pay” and ensure the payee and payment frequency are correct.
✅ Click “Finish” to complete the setup process.

How do I send my first payment using Epay in QuickBooks?

To send your first payment using Epay in QuickBooks, follow these steps:
✅ Click on “Employees” and then go to the “Payroll Center.”
✅ Select the liability you wish to pay under the “Pay Taxes and Other Liabilities” section.
✅ Choose the “Pay Liabilities” tab and select the liability you want to e-pay.
✅ Click on the “View/Pay” tab, choose the e-payment option, and enter your EFTPS PIN and internet password.
✅ Enter the required contact information and click “Submit” to complete the payment process.

What should I do if I encounter issues or errors with QuickBooks Epayment settings?

If you encounter any issues or errors with QuickBooks Epayment settings, you can seek assistance from QuickBooks Support by dialing the toll-free number provided. Additionally, you can consider migrating to QuickBooks Hosting solutions for enhanced security and smoother payment processing.

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