This article will walk through setting up the Bill Pay feature for your Relay account using QuickBooks Online.
Once you have integrated with QuickBooks for Bank Feeds, you can set up Bill Pay. Bill Pay pulls unpaid bills from QuickBooks into Relay to streamline accounting processes.
The Bank Feed connection ensures that bills are marked as paid in QuickBooks when a bill payment is made in Relay. For more information on QuickBooks Online Bank Feeds and Bill Pay, please see the articles below:
Please note: integrations can only be set up on Relay via desktop at this time, as this feature is not currently supported on the Relay mobile app.
How to integrate with QuickBooks for Bill Pay
- Sign in to your Relay account on your desktop.
- Navigate to the Settings tab, then click Integrations.
- Scroll down to the Bill pay section, then click Connect to QuickBooks beside the QuickBooks logo.
- You will now be brought to QuickBooks's login page, where you can enter your QuickBooks login credentials.
- If you have multiple accounts with QuickBooks, select the account you want to permit Relay to integrate with, then click Next.
- Once your company has been selected, click Connect.
- Back on Relay, under Settings > Integrations, you should see that you're now successfully connected to QuickBooks under the Bill pay section. While on this page, click Edit.
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Here, you will be prompted to set up your integration preferences to either:
- Automatically import all unpaid bills and associated payees; or
- Manually select payees to import their associated bills.
- Once you've checked off your preference, click Save at the bottom-right corner of your screen.
How to manually sync unpaid bills from QuickBooks
Relay automatically syncs your unpaid bills from your QuickBooks account every 3 hours, starting at midnight UTC. You can also sync your unpaid bills manually on QuickBooks at any time. To do so, please follow the few steps listed below:
- Sign in to your Relay account on your desktop.
- Navigate to the Payments tab, then select Bills from the drop-down menu.
- At the top of your screen, click Sync now. After syncing, you will see all approved bills listed from QuickBooks.
On this page, you can also initiate bill payments, mark bills as 'Paid', view the bill in QuickBooks, or view attachments by clicking on the three vertical dots at the far-right side of each unpaid bill.
Alternatively, you can select the boxes beside the Payee name for similar options to action on bills in batches.
What if I don't use QuickBooks? What other platforms does Relay work with?
As of now, Relay offers Bill Pay integrations for QuickBooks Online and Xero. You can also connect other platforms with Relay if they are compatible with Plaid. A full list of the platforms that Relay works with can be found here.
How often does Relay sync with my QuickBooks account?
Relay automatically syncs your unpaid bills and bill payees from your QuickBooks account approximately every 3 hours. Bills must be filled out and approved in QuickBooks in order to be synced to Relay. Lastly, a new payee is created in Relay whenever a bill with a new payee is imported from QuickBooks.
Please note: QuickBooks does not automatically sync checking account name changes completed in Relay. Account name changes must be completed both in Relay and QuickBooks.
What transactions will appear in the QuickBooks Bank Feed?
Only settled transactions will appear in the QuickBooks Bank Feed.
How can I disconnect or edit my QuickBooks Bill Pay integration?
You can disconnect or edit your QuickBooks Bill Pay integration at any time by going to Settings > Integrations once logged into Relay on your desktop.
Does Relay connect with QuickBooks Desktop?
No, Relay does not connect with QuickBooks Desktop at this time.