Jaclyn Anku, ProAdvisor Training & Certification Leader: On today's episode of In the Know, we'll be exploring updates to QuickBooks Bill Pay. Bill Pay is now part of the new client sign-up, and you and your clients can request personalized processing limits.
Hey, ProAdvisors, it's Jaclyn, and you're watching In the Know, where you can get exclusive access to demos of Intuit product enhancements by the leaders who've built them. Let's jump right in with Jorge for updates on Bill Pay. Jorge, welcome.
Jorge Cardenas Willen: Hi Jaclyn; I'm so excited to talk to you about Bill Pay. As you know, Bill Pay is a full end-to-end AP solution in QuickBooks that's available to you and your clients to help streamline their AP process. It's built right into QuickBooks, and designed so it works where you keep your books, and with QuickBooks Bill Pay, you can do everything from leveraging our automation tools and AI to import bills, even in bulk. You can manage your vendors and invite them to provide the payment information. You can pay bills and schedule bills for future payments, and get cash flow insights.
We offer three pricing tiers with Bill Pay: basic premium, and elite, letting you select the right features and controls you need to meet your clients’ needs. At the price point you select, our basic tier is $0 per month and you get five free ACHs with that, so it's a great way to test out the product to make sure it's something that works for you.
But if your client has more bills, you may want to go with “premium” that offers 40 free ACHs per month. If you have a larger organization you're working with, they may need more controls, so we offer enhanced workflows as well as roles and permissions, so you can ensure that your client’s firm members are doing the right thing in their books—and that's with elite. It also has unlimited or no fee ACH as part of it, and that's $90 a month. As a ProAdvisor, you also get ProAdvisor-preferred pricing, which includes 30% off the subscription fees and 15% off transactions.
What I'm excited to highlight is that we made some key changes. Now, Bill Pay is now even faster and you can schedule payments on the same business day.
Entering payments before 5 pm allows the transaction to go out even faster, so your ACH gets there in 3-5 days. At the same time, for select customers, you may be able to get two days each.
We also have improved our check payment capabilities, so now you can view void checks and checks that have been endorsed. So, if your check is lost in the mail and your client tells you, hey, I've entered it as received the payments, you're able to go into QuickBooks, get a visual of it with the endorsement, and say, yes, we have, so that helps solve a lot of the key problems we're seeing.
Today, we want to address one key challenge that we heard from accountants loud and clear, which is, “How can I sign up my new client for QuickBooks Bill Pay? I'm signing up for QuickBooks Online and want to sign them up for the full solution, including the ability to be pay bills. How can you help me do that?”
The great news is we have integrated Bill Pay into the new client sign-up experience, or if you have clients who already have QuickBooks Online, they can go through our app product experience and add Bill Pay to it. What we've enabled with all this is allowing you to choose which Bill Pay SKU you want, as well as who pays for it.
So with that being said, I want to hand this off to In Yun, who can share with us the overall experience.
Hong In Yun: Awesome. Thanks Jorge. I’m going to do a quick demo of how to add Bill Pay while setting up a new client in QuickBooks Online Accountant. So, from the homepage, you can add a new client by clicking on Add client, and on the first page, you can enter the information about the client, starting with the client's business name and email address.
Moving on to the next page, you can select Quickbooks Online Accounting Solutions and can also determine whether the QuickBooks billing is going to be managed by you or directly by your client. On the next pages, you can select to include additional QuickBooks products, including QuickBooks Payroll and QuickBooks Time. You'll also notice that Bill Pay has been added as one of the options in Add Client. Click Bill Pay, if your client requires a bill pay solution, and you'll notice that you have the flexibility to decide whether Bill Pay is going to be billed to you or to your client.
This selection can be different from the billing option selection you made for QuickBooks accounting solution. Then, you'll arrive at the checkout page and where you'll see a summary of all the QuickBooks products you have selected for your new client. Take a moment to review that everything looks correct, and then click Place Order.
Your new client has been successfully added. Please keep in mind that for the Bill Pay subscription to be fully operational, there are a few steps your client will have to take. There will be an email to your client with the instructions to sign in and complete the application for Bill Pay. You can also copy the link with the instruction and share this directly with your client—and that'll be it. Now you have seen how to add a new client with a Bill Pay subscription.
Jorge Cardenas Willen: Thanks. Jaclyn, we're excited to share this because we know that accountants, when they have new clients, want to sign them up for the full experience, including using QuickBooks Online to manage their accounting, but also Bill Pay that can manage their AP.
What I will highlight, as well, is even though we offer this for new clients, we still have the process of signing up for Bill Pay for your existing clients. I know this is a question we were asked a lot, and just for clarity, those clients will go into Subscription Billing, select All Clients and underneath the client they select, they can add an action and select Add Bill Pay. They then follow the same process of choosing the right SKU for their clients needs, determining which SKU works for them for Bill Pay and also who pays for it.
Jaclyn Anku: Jorge, that was fantastic. Thank you so much for leading us through that demo, and thank you for watching. If you find this update interesting or helpful, go ahead and like, comment, and subscribe.
Let me recap now with the Fast Facts:
- Adding Bill Pay for new clients is in QuickBooks Online Accountant as of March 2025 for US customers.
- Personalized processing limits are available to customers and their accountants marked as admins as of April2025 in the US.
That's all we have for now. For more product updates and demos, check out our In the Know Hub. We'll catch you next time.
