Podcast - QB Payments Enhancements - Tap to Pay and Recurring Payments
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Dan DeLong: Oh, welcome everybody to another workshop Wednesday, where it's casual conversations for serious workflows brought to you by school of bookkeeping.com where you learn QuickBooks your way. How are you, Rachel?
Rachel Dauchy: I am very good. How are you?
Dan DeLong: Good.
Rachel Dauchy: Sorry, I just have to fix my camera for a second. Okay. [00:01:00] There we go.
Dan DeLong: You got awfully grabby there.
Rachel Dauchy: I got one of these cool cameras that you can move it to actually the middle of your screen, so then that way you can look at the camera. So I just had to adjust it a little bit.
Dan DeLong: All right. Oh, hey, we've got a land watching, uh, old time friend from friend of the show, from, uh.
From way back in the day. It's, uh, good to see you virtually on, uh on YouTube. Thanks for joining us today. So as you guys know we are available for CPE credit as Blake was saying there before we started, and now I've collapsed. Oh, no. Uh oh. Uh, see, this is why I need.
Okay. Where did it go? Okay, so we have the, okay, there we go. There's the QR code. Uh, our [00:02:00] school bookkeeping channel on earmark is eligible for CPE credit. So five, seven days after our workshop they'll create a course and you can get CPE credit on that. By checking out the channel over at Earmark.
But the live sessions are not eligible for, CPE Credit. With that oops, I hit the wrong button. So today we're actually gonna be talking about a couple things, uh, revolving around, uh, QuickBooks payments. We like QuickBooks payments. Love it at school. Bookkeeping, uh, you use them with your, uh, with your clients.
Yes.
Rachel Dauchy: E everybody's on QuickBooks Payments. I love it.
Dan DeLong: And we had talked pretty much ad nauseum, um, with the other workshops and things like that. We have a whole course on school of bookkeeping about QuickBooks payments and the things that you can do. And the really cool part, I [00:03:00] think in general about QuickBooks Payments is, to me it's billing and bookkeeping done at the same time.
So if you're, if you're creating an invoice or doing what you do to accept, to enter in sales, then the ability to accept payment electronically, is, uh is a nice function. And, What is super nice about QuickBooks Payments is that everything that happens after the, invoice is sent, with regards to the payment, is then done as Brad Smith would say.
Yeah, everything is
Rachel Dauchy: automated after it. And you know what I, I will have to add, it's not even just that I use it. I strongly encourage all of my clients to use it more so than even me. And they love it. They really do. This is one of those [00:04:00] things where some Intuit products can be a little bit like, do I need this?
But QuickBooks payments, yes. I always strongly encourage just because of the automation, like why wouldn't they? It's great.
Dan DeLong: Yeah, essentially, you know, you send an invoice when they, when the re real world of they pay, it happens. Yep. The payment is entered for you. When it shows into your bank account the, deposit is automatically matched.
The fees are, are split out and calculated appropriately and then. The transaction, the deposit transaction is automatically reconciled. So pretty much everything that you do, from the point of which you send out the payment. To the time that, you know, you button up the, deposit and reconcile it is then handled for you, which is a huge time saver.
Uh, not just for the business owner, but you know, accounting pros. Yes. Like yourself. Definitely. And
Rachel Dauchy: I [00:05:00] have to say, like for some strange reason, I've been getting a lot of inquiry lately, not even from my own clients, just, you know. From people in my network, how do I, send out invoices with that payment link?
Like, oh, okay. And so I love explaining how it works because a lot of people are still, and I'm sure you're probably gonna get into this, but a lot of people are still sending out a. Word doc invoice and receiving payment with a check. And so that's actually why I've been getting a lot of inquiry about that.
And, and there really just isn't anything better than the embedded payment link via the invoice.
Dan DeLong: Yeah, there's a variety of ways other ways to, to take payments out there in the real world, but this is the one that. It pretty much handles everything from soup to nuts as far as the integration inside QuickBook.
If you're
Rachel Dauchy: invoicing from [00:06:00] QuickBooks, nothing better.
Dan DeLong: Yeah. So we're big fans about it, right? But, uh just like anything else in the Intuit ecosystem things change.
qb_payments_enhancements_-_tap_to_pay_and_recurring_invoices_ 4_Jun_2025_restream: Okay? What? And so
Dan DeLong: we wanna make sure, we wanna make sure that people are aware of those types of things. So, uh, the first thing is all about tap to pay.
Which this boils down to how you take a payment. Inside of, QuickBooks, there are three ways that you can take a payment,
qb_payments_enhancements_-_tap_to_pay_and_recurring_invoices_ 4_Jun_2025_restream: right?
Dan DeLong: Uh, you can. As we talked about, you can email an invoice and uh, the customer then gets that link and clicks the link to, to pay, and then they enter their payment information into into the online invoice, and then that's saves securely and that processes the payment.
[00:07:00] That's one way. Yeah. And let,
Rachel Dauchy: and let me just like add really quick too, that ability in, folks going from. Emailing a Word doc invoice and having somebody send a check that move from that to sending a payment link on that invoice elevates them to a level of professionalism that I can't even tell you.
I, it's just so cool. It is such a inexpensive way to really level up your operation. It is awesome.
Dan DeLong: Yeah. Yeah. And, uh, there, and like, we said, there's, there's multiple different ways to, to do that, right? Like you can, if you have a PayPal account, you can send a PayPal invoice, and that sort of thing allows that, but it only allows you to be, to receive payment through PayPal and how that information then comes into your QuickBooks is.[00:08:00]
Maybe less than desired. Because of how Yeah.
Rachel Dauchy: PayPal integrates into not the most intuitive, not the easiest thing to understand.
Dan DeLong: And that's, that's typically where, you know, applications and functionality end up hitting a pothole or like, okay, well yeah, it. The information came in, but not in a meaningful way.
You know, maybe there's sales tax involved and those types of things, and and that may not have been set up appropriately or communicating properly between, you know, QuickBooks and the system that you're using. So here, it's all in one place. And so that e-invoicing is one method of, taking a payment and that method.
Is, gonna be determining how much you pay for the transactional fees, right? Because all of those [00:09:00] things are based on the the, likelihood of risk, which is a formula that you know, these credit card processing companies will apply towards the way that transactions are processed and the likelihood that they could be fraudulent, right?
So. An EIN invoice is kind of that mid range risk, right? Because someone needs to enter in the payment information that reasonably so would potentially have the card on them, right? Or in their, in their, system. Right? Because you're sending an email that's. A little bit more of a secure method than, a piece of paper or a Word document with a link on it.
Right? Uh, that could potentially be where, how they would pay or process, the payment, and then the receiver, should [00:10:00] be receiving it in a manner that they would either have access to the card or a system, you know, maybe they store it in their Google wallet or their Apple Pay or, or things like that, where that would be a little bit more secure of a method.
Of course there, there's fraud and potential issues that could potentially cause that particular payment to be. Reverse due to fraudulent activity. But that is significantly less than the key entered method, which is you either call your customer and they give you a. Their, uh, credit card information and you manually type it in, to process it.
Or God forbid they take a picture of it
Rachel Dauchy: or send it through their email, here's my number. Send it.
Dan DeLong: Yeah.
Rachel Dauchy: Skyr it,
Dan DeLong: you know, on [00:11:00] hire a plane. Well, it might as well if they're emailing it.
So that is less, or I'm saying a higher risk activity and potentially fraudulent types of transactions could take place. And then of course, the reversal of such, right? Costs these, credit card processing companies, the time and funds and, you know, to order, in order to make that. All right?
So as a business owner, you will get, um. Charged a higher fee for a key entered transaction, right? So the highest risk is key, entered the mid-range risk. Is e-invoicing and the most secure or less risky? Probably the best way to describe it is
qb_payments_enhancements_-_tap_to_pay_and_recurring_invoices_ 4_Jun_2025_restream: yeah
Dan DeLong: Swiped. Card. Card present, right? And that's gonna happen in the situation where you are face [00:12:00] to face in front of your customer, and they are going to prove that they have the card because they have it in their hand and they're going to.
Uh, be able to swipe the card. And so the, oh, I forgot to pull out.
Rachel Dauchy: Oh, you know what? I, the card have one,
Dan DeLong: right? We you got one. Well, that's okay. I mean, we don't need to actually see it. And for those people listening to the podcast, they're like, what the heck are, are we talking about anyway? 'cause it can, this might be
Rachel Dauchy: an old one, but this is, yeah.
This might be a, a non-existent one anymore, but this was it.
Dan DeLong: Yeah. So, so there's gonna be a card reader. But typically now there's, there's a new one, which is really cool looking. It, displays the amount and those types of things. It's like 49 bucks. Uh, you can't get the ones that you were just holding up there anymore, that you used to be 19 bucks, but they are Bluetooth compatible with your mobile device.[00:13:00]
And and so there's a cost associated with that. So you have to attach the, you know, pair the device to the phone and be able to process the the transaction that way. But that's where you're using the mobile payment option either through the app or through go payment, uh, which is a processing, a mobile processing app specifically for, for
Rachel Dauchy: paint.
And now with some that now you can do the tap pay, yes.
Dan DeLong: So on the app, right, when you have a, let's see here. I land the right screen. There's a
Rachel Dauchy: limit on how much you can collect with Tappe because I.
Dan DeLong: So yeah, that's a good question, Landon. The, uh, limit would be more in the ter in terms of the, uh, can I make this bigger? No, I can't. Okay. So my mirrored [00:14:00] phone, this just seems like, uh, a lot of real estate missing. I wish I could make this bigger, but whoops. I swiped too far there. Okay. This is a new thing that I'm trying here.
Okay. I'm gonna go into the, uh, QuickBooks Mobile app. I'm trying to put it, oh no. Okay, so I'm gonna get code. This is kind of cool though. I can use, where'd it go? The code was right there a second ago. I saw it. Oh, dang it. All right. Nope, I'm over here.
All right, so let's see here. So the code is, I tried this earlier, right before the, right before we started, and it was like, oh, okay. I could just use the, it saw the code and just pre-filled it in there. But you know, that's the dilemma of doing [00:15:00] things on a live event here. Oh, it's gonna make me sign in.
Again. Oh, geez. Okay. Nevermind. Okay. Ah, all right. I'm gonna sign in using my face because that was the option here, but the mirrored phone cannot see my face. All right. So we're gonna go in. Here and I gotta, it's weird. You gotta lock it. You gotta lock the phone in order to use screen marry. Hopefully it's in the right.
No, it's not in the right place. Ugh. This was a nice idea. Where'd go?
Rachel Dauchy: You may have to just quick explain it. Oh my game in theory. [00:16:00]
Dan DeLong: Yeah. There it is. Okay. All this just to show this little tiny thing here. So there is an option now called Tax to Pay. And this is in
Rachel Dauchy: the, on the iPhone, um, QuickBooks Online app?
Not,
Dan DeLong: yes,
Rachel Dauchy: not the payment or whatever it's called.
Dan DeLong: It might go payment, it might be in go payment. I actually check, it out. But this is the QuickBooks payment, uh, option. And then you just click on, uh, set it up here and it, you know, gives you some if different, uh, ideas about, you know, how to, uh, resources and whatnot.
Just gonna click continue and then of course you have to agree to all the terms and then it's just linking it to my Apple account.
Rachel Dauchy: Yeah, this is so cool. And then,
Dan DeLong: oh, I gotta do an update. Okay, well apparently I gotta do that.[00:17:00]
Rachel Dauchy: Takes about two minutes, of course.
Dan DeLong: But what this will allow you to do is to avoid having to set up the
qb_payments_enhancements_-_tap_to_pay_and_recurring_invoices_ 4_Jun_2025_restream: yes, in card reader
Dan DeLong: Because this is essentially a card present type of transaction, where you'll be able to either where the user will able to take their phone or not. Their, they can either take their phone and tap it, you know, using their Apple wallet or you can, uh, or Google wallet for their Android users.
Um. Or they'll be able to use their card. And then the EMV chip, the chip will be able to, uh. Recognize the phone very much the same as if, if you do it at the, at any store or terminal, that does allow the type to pay. Yeah. That's so, uh, where you're able to just hold the card [00:18:00] near the device, it'll recognize the chip and then it will be able to Yeah, because what're what you're,
Rachel Dauchy: I'm going to, let's say you're gonna be selling something somewhere at some popup market or whatever, and then you forget your.
Credit card swiper thing, this thing. Mm-hmm. And then you're, yeah, and then you, you're stuck. And so in this situation, you don't need it. Right.
Dan DeLong: So you don't need to cart around that. You don't have to wait for the device Yeah. To connect to each other and low and, and nine times outta 10. If you're anything like me, you've forgotten.
Which, yeah, exactly.
Rachel Dauchy: Or if you're like me, you would've just forgotten it and. Let's say you live somewhere like Southern California where I'm from, and then you you, have to drive back home on the freeway to go get it, and then you're stuck in traffic for two and a half hours. So I don't have traffic where I live now, that's not a
Dan DeLong: problem, [00:19:00] but by, by enabling this on your, mobile device and if it's ready for you, I mean, if you don't see it, then it's likely it's not rolled out.
Yeah. To your account yet or you're not the primary admin on the account, or something along those lines as to why you don't see it, or your device isn't updated. You know, I mean, there's any number of reasons why you wouldn't have this have this option on your mobile device. But that is something to establish and set up inside of the mobile application.
All right, so that's kind of that, and that's, that's a new. New function, within regards to to, the payments. Now, the advantage, of course, is when you're face to face with a customer, a potential customer with your landscaping company or you're working at the farmer's market and inside of your QuickBooks online using the mobile device lowers the fees that are [00:20:00] associated with the amount of, yeah.
Of payments, right? So this is a card swiped or present transaction. Uh, which of course is less, less of a risky, uh, behavior because you see the pay you see the payment method, you see the card in front of you. So there is a method of proving that card was present during that transaction, which in the invoice and a key entered transaction don't have.
So you end up paying more as far as the transactional costs associated with those things because they could potentially be a higher. Risk,
Rachel Dauchy: and I think it's a it could be even as much as like a half a percentage or a whole percentage point more.
Dan DeLong: Yeah, well the, fees yeah, it's like, uh, 2.3% or something like that for, uh, key entered you, you can check that.
And I, I have that in mentioned in this blog article here. Yeah, I've, or too, where you can go [00:21:00] to, to check your fees out and see what they are for those different rates. You can always look at the statement inside of QuickBooks online, and it'll, it'll let you know. What was charged per transaction.
If you go through us at School of Bookkeeping we get you lower fees because of the ProAdvisor discount that we're able to extend to folks. So if you can check that out on, on our website. Uh, but here we want to talk about this new-ish option, which started in March, right? So, when we talk about recurring payments, this is something.
Relatively new. And so I created this blog to kind of. Separate and, and explain those three different scenarios, uh and what they potentially mean to you. Now, if you don't wanna take the time to read the blog, you can listen to the, the audio recap at the top here. So, [00:22:00] um, there's a pretty cool way, you know, it's, uh, all of seven minutes for, uh, two people, not, not Rachel and myself, but they sound very similar to, Rachel and myself talking about this blog.
So it's, uh it's a pretty cool, uh. Uh, option that, uh, I discovered pretty recently. But there is this thing called a recurring invoice and how you can set up a recurring invoice inside of your QuickBooks Online, and that is just a invoice that has a schedule associated with it, right? So when we talk about that middle option of emailing the invoice and allowing your customer to pay it, that's what a recurring.
Invoice is, and the, there is then ultimately a manual payment associated with that. And by that manual, they'll, someone has to
qb_payments_enhancements_-_tap_to_pay_and_recurring_invoices_ 4_Jun_2025_restream: right approve
Dan DeLong: the [00:23:00] payment. But the benefit of the recurring invoice is that you can, uh, you'll, you'll always have the invoice sent out on such and such a date, so you can schedule.
Those things. You can also, in the recurring transactions section, include unbuild, mm-hmm. Charges. Mm-hmm. Right. So. So if you do have reg charges that are time, or things like that, that alter the amount, this is really helpful for that because it will automate the creation of the invoice based on those new charges, and then it automatically sends, that out.
So this is a good scenario for, I don't always have the same yes. Amount to charge. But I wanna be able to take a payment. And it's also good for
Rachel Dauchy: those people that are like, wait, it's already the first [00:24:00] I, all of mine are on recurring. I can't, I can't manage without that.
Dan DeLong: Because one thing that you can't do with a re an invoice that is on a regular schedule is automatically pay, pay it or schedule it to be paid.
Rachel Dauchy: Got it
Dan DeLong: at the same time, or at least you could not with an
Rachel Dauchy: invoice.
Dan DeLong: With an invoice. Now invoice they came out with an, a new-ish function called autopay, which I'm gonna scroll down here to the bottom so when a customer receives said invoice. And there'll be a checkbox at the bottom that they can say, this is a recurring payment, or this is a recurring invoice.
Allow, and they can opt into being able to automatically charge the card that they enter in or the bank, right, depending on what that, whatever they put in
qb_payments_enhancements_-_tap_to_pay_and_recurring_invoices_ 4_Jun_2025_restream: there.
Dan DeLong: Charge the payment method on file [00:25:00] on this recurring interval. So you can still have recurring invoices, you can still have recurring payments of those invoices, but the customer has to opt in to be able to do that.
Right? So what happens is, uh, the invoice gets automatically sent out, but it's more of a receipt for them. They don't have to automatically to, they don't have to pay it every time, but they have to opt in. That's something that you as a business owner cannot manage, right?
Because it's the customer who has opted into the ability to be able to accept that accept those terms, that this invoice will come out on the first of the month and it will charge your card or your bank account on the, first of the month as well. So that's only something that they can
Rachel Dauchy: got it
Dan DeLong: opt into, right?
So. [00:26:00] Beginning of March, they created this new option which is called recurring payments because one thing you couldn't do inside of your recurring transactions is record and save a recurring payments. You could if you used a sales receipt to, to record the transaction, but some people like the whole invoice payment,
Rachel Dauchy: not me.
I prefer sales receipt.
Dan DeLong: Not you. So you could create a recurring sales receipt and in that creation of the recurring sales receipt, put in the stored payment method, but you needed Yes. To have approval from the customer. So there was a. A form that you had to apply send to the customer, they would've to fill it out, fax it back, or send it back.
Hopefully they send it back securely, [00:27:00] but doesn't mean that they do. So that that was a pain to manage. And, you know, the things to be able to, do that was within the. The scope of a sales receipt itself, uh, so became quite a pain if. The payment didn't go through didn't get deposited.
Maybe it was a group of transactions. Typically this would happen on the first of the month or the, the last day of the month, which is typically when a lot of these recurring payments would go through. If they didn't go through. It was quite a pain to sort that out because. You're dealing with a sales receipt as opposed to an invoice, which has two separate events, right?
Associated with it. And then becomes quite a, challenge Enter in this new recurring payments function, right? Which is a kind of a [00:28:00] hybrid of these recurring invoices and sales receipts that have recurring payments attached to it. This is something that you're now able to, opt into or, or send, you can send the customer, the, ability to opt in to recurring payments.
And they do that both you as a business owner and, uh, the customer have the ability to opt in or out or
Rachel Dauchy: manage the payment. Oh, that's great. And then does it have a built in authorization form in it?
Dan DeLong: Yeah, you don't have to do anything with a form. Oh.
Rachel Dauchy: Because 'cause the getting, doing the form, the form, sending them the request was such a pain and I couldn't really ever find one in Intuit.
And I don't know if there was one, but I was like using an external one, but then I would always have to modify it and just was a lot of work.
Dan DeLong: Oh, I forgot to put up the, QR code [00:29:00] and in the, uh, link here for the blog article that we're talking about here today. But it's got all sorts of, resources built into it.
Because, uh, Intuit articles are ex, trying to consolidate this all into one article. That's what we're trying to do here, is give you a one stop shop for all of the resources that are out there. Uh, because there are so many different the terms of auto pay versus recurring payments versus recurring invoices.
Was it maddening to see. At best, with regards to what, are we actually talking about here? Uh, but to answer your your, question, Rachel. Yes. It will send a request to the customer. They then put in their payment method, uh, into that, uh. And they opt into, yes, this will recur and this will, this will charge the [00:30:00] payment method on such and such a day.
And both the customer and the business owner will have the ability to manage that, both inside of QuickBooks and in the, essentially the, the customer portal, uh, that they're, that they're doing as opposed to autopay, which is solely the responsibility of the payor. You know, the customer in this case, or recurring payments as sales receipts, which is solely the responsibility of the business owner at that point.
So this, is kind of a, a, a happy year. Yeah, we're kind
Rachel Dauchy: of like, um, between the two, eliminating some of these, well, I'm just gonna not pay it, and helping, helping people co collect their payments a little bit easier.
Dan DeLong: All right. And then, the other, um, the other caveat to all of this, and when we had talked [00:31:00] about this on a prior workshop is I.
This is only available in the new invoicing mm-hmm. Experience, right? So, so if you're using your, your, um your customized sales form template or not using the the modern view which only has one option right now, that then you're you may find that you're, not able to do these recurring payments.
In this manner. Um, but there is the option, within the, uh, recur. Like I have a recurring invoice that's sent out. You know, it's, it's this option here at the top, right? So, so I have an invoice, uh, I went into my recurring transactions and there's a little link for that recurring invoice that says, would you like to convert this to a recurring?
Oh, I was just gonna
Rachel Dauchy: ask if you can do that. Oh, that's cool.
Dan DeLong: Yeah. Yeah. [00:32:00] And so we've got, uh, we've got links for that inside of the blog article as well. Uh, that will take you out to the Intuit article of how to convert those things and then all the way down here at the bottom because. There are lots of questions about when money movement is involved.
We have a frequent reconsolidated the, frequently asked questions that, that Intuit has has had as well. So, try to make this blog article a one-stop shop for you for this particular type of issue. I think I'll go through as well. Like, here's a quick comparison table between the two.
Who pay, you know, who sets it up, who pays for it, when is it gonna be paid? You know, I. So hopefully that's a a quick and easy answer and resource for you, on our blog here. Yeah. Just one quick question,
Rachel Dauchy: so appreciate, uh, with this last method, the recurring payment, is it actually creating an [00:33:00] invoice within QBO or is it, or a sales receipt or neither?
Dan DeLong: It's okay. It's, it's still an invoice and then it's just, again, it's separating the two and it allows you. As a business owner. Got it. And your customer to manage that, payment method so that you know. If you're using the recurring payment method of old where you set up a sales receipt and the customer changed their payment method, then you would have to send them another form, get them to authorize that, that really
Rachel Dauchy: analog process.
Yeah, keep
Dan DeLong: that on file.
Rachel Dauchy: And then now, so then, and so then with recurring payments, if I'm a business owner, I can look at invoices in my QBO and I'll see, them as invoices. Yeah.
Dan DeLong: So as, uh, as Landon said, so this, this is a summarizing. Yeah. So this new feature is basically the automation of that form and collecting the, the CC information.[00:34:00]
In addition, it could be any payment method that the modern invoice allows, right? So, uh, they could set up, uh, a CH, uh, the Venmo PayPal options because that is all within their scope of payments inside the modern.
qb_payments_enhancements_-_tap_to_pay_and_recurring_invoices_ 4_Jun_2025_restream: Yep. The
Dan DeLong: new invoice experience. So yes. So being able to collect that information, and, that's what he was mentioning there, is that you could set up recurring transactions with the payment method, but that is the sales receipt process.
Yeah. As opposed to the invoice payment method. So yes, this is a new-ish feature, uh, started in early March and based off of. Everyone's questions about it, nobody knows about it, right? So, that's what we're trying to do here is, is make sure that people are aware and we're gonna then take this workshop and add these functions and features inside of our QB payments [00:35:00] course.
So if you're a member of, of, uh, school of Bookkeeping, you'll have access to all of those. Cool features all in one place. And you can ask us questions in there on the, on each individual lesson if you wanted to. All of those things in available in the School of Bookkeeping. So that is our kind of topic here for the day.
Rachel, any final thoughts about session? No, I love it and I
Rachel Dauchy: just, I like everything automated, you know what I mean? I, I just, I've sort of gotten in the habit where I really, I just like to kind of sit back and monitor everything, make sure everything's correct. And, but you know, all these repetitive tasks, you know, I just like to set the system up to do it for me and then, you know, I don't have to spend my day, you know, scanning A PDF and emailing it and then saving it.
And it's just, that's just a lot of time consuming busy work that [00:36:00] you know nobody wants to do anymore.
Dan DeLong: Right. And if you're using QuickBooks Online Advanced, you have the additional option of, invoices that don't get paid. You can have mm-hmm. People sent reminders and, and those types of things.
So it's not a, it's not an all or nothing as it is with other versions of, you know, if something didn't get paid you get a nasty gram. You can be a little bit more, you can change the, template so that if it's, you know, if their balance is thousands of dollars, you can word it a little bit more,
Rachel Dauchy: Oh, oh, oh, I didn't know that.
So, I can edit the invoice that's already been sent without having to create a new one and thus breaking that payment link because that's what happens if you edit, then that original payment link doesn't work anymore. Yeah, that's really cool.
Dan DeLong: Right, [00:37:00] Yeah. So I mean, you can just have those reminders of, you know, when a payment didn't go through or those types of things.
Yeah.
Rachel Dauchy: Landon has one last question and actually I wanna know that too.
Dan DeLong: Uh, let's see, one last question. Oh, does it all, okay, let me pull it up here. 'cause I'm, I can't, does it all allow you to set up the recurring transaction without the consent? No. Autopay requires their consent. You're, the, the, this new method does require them to put in and enter in their payment information, it, which is entered in securely through the invitation.
But they
Rachel Dauchy: don't need to consent every single time. But nobody, there's a transaction,
Dan DeLong: right? Well, once it's, once the, once it's established, you don't have to. Get their consent each time, if that's, uh, that's the question there. The other method of [00:38:00] where you had the authorization form, once you have.
Uh, if there, if anything changes, you would need a new form and a new mm-hmm. A new consent at that time. So this allows the, automation of that. So good. Uh, good question there. All right. So we will see you next time on the workshop Wednesday. I'm trying to remember what we're gonna be talking about, but I've forgotten, 'cause I was so excited about this.
Rachel Dauchy: Something cool
Dan DeLong: that I didn't, I don't remember. Oh, there it is. It's up here. We are going to be talking about scroll down, I'm on the wrong thing. Okay, so those are, what day is today? The, fourth. Uh, so. We'll be talking about emailing things out of invoices or emailing things out of QuickBooks.
I've discovered, uh, that there actually is a limit for the [00:39:00] number of things that you can email on a daily basis. Oh, out. I didn't QuickBooks Online, which I did not, did not even realize. So we're gonna talk about. Uh, emailing out of it, out of QuickBooks online, those limitations and options that you have now for connecting to like a Google account, uh, for your out outgoing.
So we'll talk about that next week and we'll appreciate you joining us, uh, this week and we'll see you next time on the workshop Wednesday. And I'm trying to find my cursor, where'd it go? Everybody have a great week and we'll see you next time.
And that wraps up another insightful episode of Workshop Wednesday brought to you by school of bookkeeping.com. We hope you enjoyed today's discussion and took away some valuable tips and strategies to enhance your bookkeeping practice. Remember, if you wanna stay ahead in the world of bookkeeping and accounting, be sure to visit school of bookkeeping.com.
With a wide range of courses, resources, and expert guidance, you'll find everything you [00:40:00] need to sharpen your skills and boost your career. Don't forget to subscribe to our podcast on your favorite platform, so you never miss an episode. And if you enjoy today's show, please take a moment to leave us a review on your podcast platform of choice.
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Thanks for tuning in to Workshop Wednesday. Until next time, keep learning, keep growing, and keep excelling in your bookkeeping journey. I'm Dan DeLong and we'll see you next week.
