Switching from QuickBooks Bill Pay to Forwardly is straightforward, but it’s important to do it in the right order to avoid duplicate or missed payments.
Step 1: Review payments already in progress on QuickBooks Bill Pay
Before making any changes, check QuickBooks Bill Pay for:
- Payments that are pending or processing
- Checks that have already been mailed
- ACH payments that haven’t cleared yet
Allow these payments to complete before moving fully to Forwardly.
Step 2: Decide which bill payments will be paid with Forwardly going forward
Once you’re ready to switch:
- Stop initiating new payments in QuickBooks Bill Pay
- Begin paying bills through Forwardly instead
Bills can still be created in QuickBooks Online, while Forwardly handles the actual payment.
Step 3: Set up your business in Forwardly
In Forwardly, you will need to:
- Connect your bank accounts
- Verify your business
- Configure user access roles and approval workflows
- Add your existing vendors' bank information (Express migration option available)
Step 4: Confirm sync and reconciliation
After sending payments through Forwardly:
- Confirm bills are marked correctly in QuickBooks Online
- Spot-check a few payments to ensure reconciliation looks right
- Make sure your team is no longer using QuickBooks Bill Pay for new payments
Helpful tips when switching to Forwardly from QuickBooks Bill Pay
Some businesses choose a gradual transition, using both tools briefly while they confirm that Forwardly meets their needs. That’s fine, as long as responsibilities are clearly defined for each tool.
If you want help planning your transition, our support team is happy to review your setup and offer whatever assistance we can.