Name: Checkbook - QuickBooks Integration
Uploaded: 2016-05-09T23:14:05.000Z
Duration: 1 min 59 s
Description: Checkbook - QuickBooks Integration

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### Bank Account Integration
Users' feedback on Checkbook.io's bank account integration is predominantly positive, highlighting its efficiency in sending payments to vendors without the need for recipients' bank information. However, a minor drawback mentioned is the inconvenience caused when a single error in a transaction prevents the processing of other checks. Despite this, users appreciate the time-saving aspect and the ease of use that Checkbook.io's bank account integration offers.

### Financial Monitoring and Balances
Users consistently highlight the efficiency and convenience of Checkbook.io's financial monitoring and balance features. The real-time monitoring of transactions, ease of tracking spending, and the ability to manage cash balances effectively are particularly commended. While some users have encountered minor technical issues, the overall sentiment leans towards the platform's strong performance in maintaining financial oversight and ensuring accurate balances. The platform's user-friendly interface and prompt customer support further contribute to a positive user experience in managing financial data and monitoring account balances.

### Payment Processing
Users consistently highlight Checkbook.io's payment processing as a standout feature, emphasizing its efficiency in sending payments to vendors without the need for extensive recipient bank information. The platform's ability to streamline the payment process, from processing a few checks to hundreds in minutes, has garnered positive feedback. Additionally, the real-time monitoring of transactions and the ease of tracking payments within a single dashboard have been commended. Users appreciate the platform's reliability in facilitating electronic and digital payments, eliminating the hassle of manual tasks like mailing physical checks.

### Vendor Payments
Users consistently praise Checkbook.io for its efficient and hassle-free vendor payment capabilities. The platform's ability to send digital payments to vendors without the need for bank information has significantly streamlined the payment process for many users. Additionally, Checkbook.io's feature of processing a large number of checks in a short amount of time has garnered positive feedback, saving users valuable time and effort. The platform's impact on improving cash balance management for businesses has also been highlighted as a key benefit by reviewers.

### Mobile Payments
Some users express a desire for Checkbook.io to offer a mobile application for more convenient payment processing on-the-go. On the other hand, there are positive remarks about the system's efficiency in handling multiple payment methods, including mobile deposit options. While some users appreciate the ease of use and flexibility provided by Checkbook.io's mobile payments, others feel that further enhancements could be made to streamline the process.

Checkbook is a versatile software that allows users to manage and categorize their spending, including credit card transactions. According to users, the software integrates well with tax processes, making it a valuable tool for financial management. The cloud-based service provided by Checkbook enables users to track payments and purchases from any platform, providing fast and easy access to important financial data.

One of the key use cases of Checkbook is its payroll processing feature, which allows users to quickly and conveniently process payroll for employees, even on the go. Users have found that Checkbook has helped them solve payment-related problems they previously experienced with other platforms like Venmo and PayPal. By eliminating the need to shuffle large amounts of money out of their accounts when making mass payments, Checkbook has improved account balances for users.

Users have also praised the responsiveness and helpfulness of Checkbook's customer service team. They appreciate that the team is prompt in resolving issues, such as increasing account limits. Additionally, Checkbook has streamlined payment processes, allowing for quicker and more efficient electronic payments. As a result, users have experienced increased efficiency and streamlined payment processing within their organizations, leading to time savings and improved operations.

However, while Checkbook offers many benefits, some users have encountered issues with its direct deposit feature. These issues include account-related problems and slow response times from customer service. Based on their experiences, these users recommend exploring alternative options for direct deposit needs.

Easy to use and integrates well with other software: Users have found the platform easy to use and appreciate its seamless integration with other software. This suggests that the platform provides a user-friendly experience and allows users to work efficiently by connecting with their existing tools.

Affordable compared to other options in the market: Reviewers have mentioned that the platform is more affordable than other options available in the market. This indicates that it offers good value for money and is a cost-effective solution for businesses.

Real-time monitoring of transactions and payments: Multiple users have highlighted the real-time monitoring feature of the platform, which allows them to keep track of their business activities accurately and up-to-date. This feature enables users to effectively manage their finances and make informed decisions.

Timely Updates: Some users have expressed dissatisfaction with the infrequency of updates on the platform, as they feel that updates occur only a few times a year. They believe that more frequent updates would be beneficial in keeping the platform up-to-date and meeting their evolving needs.

Pricing: Several reviewers have mentioned that the pricing of the platform is a downside, particularly for student startups with limited funding. They feel that it may not be affordable or cost-effective for their specific needs, which can pose challenges for budget-conscious businesses.

Mobile Application and Customization: Users have mentioned their desire for a mobile application or better mobile customization options for making payments on the go. They believe that having this functionality would greatly enhance their user experience and convenience, allowing them to manage payments conveniently from anywhere at any time.

Basic (basic functionality)

Business (advanced functionality)

QuickBooks Online is a SaaS version of the QuickBooks product. It contains all of the features found in the local version. Higher-priced plans include greater automation, payment management, inventory and time tracking, and analytics features.

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Brex headquartered in San Francisco offers a corporate card for expenses, ecommerce, as well as rewards card, and travel expense management.

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Checkbook.io

Accounts Payable

Checkbook.io demo video

Likelihood to Recommend

Support Rating

Payment Management

Payment Status Tracking

Payment Audit Trail

Electronic Funds Transfer

Automated Accounts Payable Processes

Vendor Management

Tax Form Preparation

Checkbook, Inc.

Sending and Receiving a Digital Check

Checkbook - QuickBooks Integration

In Quickbooks, download the Checkbook application at the App Center, then Authorize the app to then setup your Checkbook account and verify your bank account.

Create (or edit) a Vendor profile for the vendor you would like to pay to include an email. Next, create a check and set "Print Later," and save.

That's it! In moments, a check will be automatically emailed to your vendor and you will get an email receipt. No more paper!

Features found in accounts payable software products

Accounts payable processes are automated based on pre-determined workflows.

Holds information related to vendor terms and contracts.

Allows users to create and share tax forms within the platform.

Features that allow for the management of payments across various forms of finance/accounting software.

Customizable Approval Policies

Policies for different types of approvals can be customized, sent to multiple approvers, automatically approved, etc.

Financial Document Management

Invoices, expense reports, and associated documents are stored within the platform for any future needs.

Tracks what stage payments are at in the process, from approval to receipt.

Allows admin users visibility into the entire payment process, from receiving the expense claim or invoice to the payee receiving payment.

Duplicate Bill Detection

Detects duplicate invoices or expense reports to prevent double payments.

Advanced OCR

Automatically imports information from invoices, receipts, expense reports, and other 
scanned documents into the platform.

Funds can be transferred via EFT as opposed to paper checks.

PCI Compliant Security Measures

Banking and finance information is protected according to Privacy Shield and GDPR standards.

Checkbook.io 2023-10-17 15:37:36

Checkbook.io 2023-05-09 19:40:10

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In my opinion, run away from any company that affiliates itself with this company. In my experience, they are the absolutely worst company I have ever dealt with. They randomly blocked and suspended our account. They responded telling us they will help us with our account and then go missing in action. Our company has to stop operating for an entire day or until they respond to help. We run a property management company and, in my opinion, they do not care for their customer whatsoever. We are currently looking into legal and arbitration with them and the other company affiliated with them due to this. A class action lawsuit may be required against them and doorloop. We switched to a different software who actually cares about their customer base. In my opinion, run don't walk away from this company and any of its affiliates.

Customer Service
Troubleshooting
Timely Responses
In my opinion, Everything

They have caused us more than 2 business days of ongoing "pause your company"
our attorneys are getting involved
we are about to lose contracts if they don't resolve their problems

I, and the agents at the firm where I work, receive direct deposits through Checkbook.io. In my experience, I had been hacked and had to change my account number and Checkbook.io has been completely incapable of paying me through direct deposit for the last 9 months (and still counting). Their customer service department has not only told me that my account is fine (which it is NOT), but when one of our office managers reached out to them for assistance, they took over a month to get back to her and still have not fixed anything. In my opinion, they do not seem at all interested in helping or getting my account back on track and we have explained the ongoing issue to them time and time again. I suggest finding a different firm for your direct deposit needs rather than this one! I could not be more frustrated, angry and disappointed.

in my opinion, ignoring customer service issues
I think taking an unacceptable time to get back to their clients
restating the obvious
never resolving clients' concerns

in my opinion, their customer service department needs to actually service their clients
they need to get back to their clients within 48 hours instead of 28-40 days
have a protocol in place for clients who have to change a bank account number

Being my personal objective is to be paid, they have not been able to pay be for over 9 months

I was not involved in purchasing the program for the firm I work at.

Checkbook.io

Overview

What is Checkbook.io?