Tipalti

Barbara Cook

Accepting Payments Through QuickBooks

This guide shows you how to accept payments through QuickBooks Online. It’s useful for receiving payments from customers. With the right approach, apply customer payments to your invoices, reducing accounts receivable.

EFT vs ACH

You want to integrate as seamlessly as possible with existing accounting and ERP systems. However there are many key steps along the supplier payment process that still require significant manual effort beyond sending out payment instructions to the transfer API for bank, ACH, and wire services.

Invoice-to-Pay

You want to integrate as seamlessly as possible with existing accounting and ERP systems. However there are many key steps along the supplier payment process that still require significant manual effort beyond sending out payment instructions to the transfer API for bank, ACH, and wire services.

Accounts Payable Invoice Approval Process

The accounts payable invoice approval process, which is part of the AP invoice processing and payment processing workflow, is an area that your business can streamline with BPI to yield significant cost-savings benefits.

Supplier Portal

A supplier portal, also known as a vendor portal, is an integrated online platform shared by businesses and their vendors. The supplier portal is used for entering supplier information, submitting documents, displaying status, and communicating. With a supplier portal, document submission includes contracts, electronic purchase orders, vendor invoices for payment, and electronic W-9 tax forms.

Cash Flow Forecasting

Cash flow forecasting is a cash flow projection that includes beginning cash balance, cash inflows and cash outflows by type, and ending cash balance. A cash flow forecast shows if estimated future cash balances will be sufficient or if actions should be taken to add cash through optimal cash flow management or financing.