Key Features

Smart Integration

Integrates behind the scenes with your Intuit QBO account

Direct Payment

Directly pays bills through connected bank accounts via multiple payment rails including ACH, EMT, Wire, & Check

Real-Time Transaction Information

Retrieves previous day and intraday balances, with near real-time transaction information directly from your bank

Real-Time Vendor Profiles Update

Pulls vendor information from your Intuit QBO ERP in real-time, where additional details can be added to vendor profiles at any time

How It Works

Pay Invoices

Pay for open and approved invoices that are pulled in directly from your Intuit QBO environment via the Bill Payments page

Select Payment method

Set your desired payment method for each invoice and select the account to credit from in the Source Account dropdown menu

View Payment Status

Stay up-to-date with your submitted payments via payment statuses on the Payment History page

Set Up Vendor Profile

Store beneficiary details for multiple payment types for each of your vendors and add further information in Vendor Profiles

Summarize Transaction History

Under Accounts and Transactions, view detailed summaries of your account balances in real time and scale an infinite number of accounts across any currency

Export As CSV

Export your transactions as a CSV, properly formatted to Intuit QBO for simple account reconciliation

Find out how your organization can benefit
from the Intuit QBO MyBank Companion App