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Book2Bank complements QuickBooks because it is layered over the payment functions that QuickBooks is not designed to handle.
Generally, our support for QuickBooks versions follow Intuit’s support on product versions. Intuit supports approximately the current and two previous years of application releases.
Note – QuickBooks for Macs is not supported.
There is no limit to the number of accounts you can access through Book2Bank.
With Book2Bank, two applications work together, each operated by separate individuals.
All users' accounts are set up with two-factor authentication. Two-factor authentication adds an additional layer of security to your payments process.
Yes, as your staff changes or you add new accounting staff, you can add them or delete them quickly and easily by just contacting your City National Bank Relationship Manager.
Yes. Multiple document images can be attached to each bill before it is sent to your CFO or Controller for approval, including a copy of the invoice, email approvals, etc.
For each of your vendors or payees, their physical mailing address information can be added and edited either in QuickBooks or in Book2Bank. This will enable City National to print and mail the checks you have authorized for payment. Vendor information can also be stored such as the vendor's bank account – which enables the electronic payment option as an alternative to the check.
Yes, you can make a partial payment and the remaining balance will appear as an unpaid bill in CNB Book2Bank.
Yes, one of the convenient features of Book2Bank is the advantage of a vendor's early pay discount. Book2Bank automatically adjusts the "Amount to Pay" to account for the discount. After the payment is approved, apply the discount in QuickBooks to close out the bill.
Yes. Payment history will be available in the system for up to 7 years.
On printed checks, typical remittance information is listed on a remittance stub including amount paid and the invoice number.
For electronic payments, an email providing this same remittance information is sent to the vendor's email address.
Generally, new bills entered into QuickBooks will automatically be reflected in Book2Bank.