# Payment Processing in Tally for QuickBooks

> Take payments on QuickBooks invoices from Salesforce: charge a card or bank account (ACH) through QuickBooks Payments, or record cash, a check, a wire or any other payment method you already collected.

Source: https://gettally.io/quickbooks/features/payment-processing

Plan: Tally Scale

## What it does

- Receive Payment on an open invoice: the full balance, a deposit or any part of it.
- Credit card: the saved card, or a new card (saved for next time). Visa, Mastercard, American Express and Discover.
- Bank (ACH): a saved bank account, or a new checking or savings account. ACH payments typically take 1 to 3 business days.
- Cash / check / other: pick one of your QuickBooks company's payment methods, set the date and a check or wire number; nothing is charged.
- Card and bank details go to QuickBooks Payments, which returns a token; Salesforce keeps the token and the last four digits.
- A credit card limit in the invoice settings: invoices above it offer bank transfer only.
- Charging cards and bank accounts needs the payment processing permission set.

## Sync

- Salesforce to QuickBooks: each payment is created in QuickBooks against the invoice.
- QuickBooks to Salesforce: payments added, changed, voided or deleted in QuickBooks update the invoice in Salesforce; one QuickBooks payment spread across invoices is applied to each.

## Salesforce Flow actions

- Record Payment on Existing QBO Invoice

## Questions

### Which cards and payment methods can I take?

Visa, Mastercard, American Express and Discover cards, and ACH payments from checking or savings accounts, through QuickBooks Payments. Cash, checks, wires and any other method in your QuickBooks company can be recorded as already collected.

### Do I need QuickBooks Payments?

To charge cards and bank accounts, yes: the charges run through QuickBooks Payments on your QuickBooks company. Recording cash and checks doesn't need it.

### Are card numbers stored in Salesforce?

No. Card and bank details are sent to QuickBooks Payments, which returns a token. Salesforce keeps the token and the last four digits, and later charges use the token.

### Can a customer pay part of an invoice?

Yes. Enter any amount. The invoice shows Partially Paid with the remaining balance until the rest is paid.

### How long do ACH payments take?

ACH payments typically take 1–3 business days to process.

### Can payments be recorded from a Flow?

Yes, with the Record Payment on Existing QBO Invoice action: full or partial payments on invoices already in QuickBooks, with the method and reference number. Payments larger than the balance are rejected, and one Flow run can record payments on many invoices.

## More

- All features: https://gettally.io/quickbooks/features.md
- Pricing: https://gettally.io/quickbooks/pricing.md
- Book a demo: https://gettally.io/book-a-demo