Once you've been approved, you will want to review our recommended Client Portal settings outlined here, to ensure your system is configured the best way possible for you and your business. From that point, you're on Bill4Time Payments! If your IFTTT applets are not working, check that the website is operational by using a service like Downdetector. The review process takes between 7-10 business days (typically sooner) and once we approve your firm, you'll be notified immediately. If they have any additional questions, you will receive additional emails requesting updated information - if necessary. At that point, it will be "under review" by our compliance team. You will receive a confirmation email once you have completed/submitted your application. * LawPay Account Holders: Please note that if you have a LawPay account and are moving to Bill4Time Payments - you will no longer qualify for the monthly LawPay fee to be waived moving forward. Please reach out to us for assistance with any of these questions. You may receive correspondence from First Data about your application with further requests regarding merchant payment processing details.Our Compliance team consists of - Rodrigo, Maleasa, Christopher, and Fung. During this process you may receive outreach from our Compliance team regarding details of your application.A bank letter contains all of the following - an official bank letterhead, includes the business name, full routing and account numbers, is signed by a bank representative. This is required for each account, in order to verify ownership. If you do not have a voided check - a bank letter or statement will suffice.Sole Proprietors should enter their SSN in the Tax ID field.Box - it must be the physical location of your business. Your business address cannot be a P.O.You will need a US bank account and a continental US business address in order to apply for/use Bill4Time Payments.Fill out the required information, then save.Click the blue "Activate for Free" button on the left.Click on the "Payments & Client Portal" sub-tab.Our system will lead you through the process - just follow the instructions below to get started!Ĭlick on your name at the top of the screen.Ĭlick on "Settings" in the drop-down menu. You're just five easy steps away from getting started with Bill4Time Payments. Keep reading for more information about how to take advantage of this amazing functionality. Note: Please be aware that QuickBooks has character count limitations for certain fields which can create sync errors with Bill4Time.Our built-in payments solution makes it simple for you to collect payments from your clients from any device, at any time. Please contact support for more information. If you need a large amount of items flagged or unflagged this may be a development request due to the volume of data. Simply call, email or chat with us and request for items to be Flagged or Unflagged. Unflag: These are items you would like to import again. If you would like to exclude items from import or if you would like to import items again you can contact support and request for items to be either Flagged or Unflagged.įlag: These are items you do not want imported. What if I want to import again or exclude items from import? Click here for the Quick Start Guideto give you step-by-step instructions on setting up your application and linking it to your QuickBooks account.After loading, the application will start automatically.Click on the download and follow the step-by-step instructions.Click the link to the QuickBooks Connector. This is a one-way integration from B4T to QuickBooks.įollow these steps to download the application:įrom your Bill4Time system, scroll down and click the Downloads link No line-items or details of the entries import, only the totals of what was billed. QB Self Employed does not support any type of 3rd party applications, as there is no route for the API. Please Note: Bill4Time does not integrate with QB Self Employed. Unfortunately, the widget does not synchronize two ways. Having to launch the browser (or open new windows or tabs when I am already knee deep in the middle of other pages) is cumbersome. QuickBooks Pro, Premier, Enterprise, and Online for PC. It is much more convenient for us to enter time records using the widget rather than having to launch the full browser to login to Bill4Time. Please note: The QuickBooks Connector only works with PC computers at this time.īill4Time can integrate with the following:
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |