FREQUENTLY ASKED QUESTIONS
View the FAQs to find answers to some most common questions.
At this time, an active QuickBooks Desktop or Online account is required to utilize the full bill payment capabilities of Circulus.
We are hard at work crafting additional accounting software integrations and standalone options, so stay tuned.
We take security very seriously, and have implemented the leading providers of data security and privacy. Our partnership with Norton Secure and TrustE provide the leading standards of site security and data privacy.
No worries! You can upgrade or downgrade your account at anytime. Your account will be credited or charged a prorated rate on your next billing date.
Because when money is involved, especially related to someone’s livelihood, we want to take every precaution to protect our customers. Every new user must complete an Experian identity verification (this is not a credit check!), as well as a bank account verification.
While this process may take up to 5 business days, please know that it is to ensure the utmost security of your funds.
You will only be asked to verify your identity once. Subsequent bank accounts can be setup without identity verification via Experian.
Please contact us to learn more about our accountant programs.
For the best performance, we recommending using Circulus on one of the following web browsers:
Internet Explorer 9, 10, or 11 or Edge browser
Chrome 37, 38, 55 or latest
Firefox 31, 32, 33, 50 or latest
Safari 5.1.5, 5.1.7, 7.0.6, 7.1
Each company requires its own subscription, as well as its own unique QuickBooks Online or QuickBooks Desktop account.
However if you do have multiple companies, you can manage multiple companies from a single Circulus account with one login. All you need to do is add it to your Company List and complete the setup wizard for the newly added company.
From QuickBooks to Circulus:
- Payment Terms
- GL Accounts
- Completely Unpaid Bills
From Circulus to QuickBooks:
- Vendor Credits
We recommend entering any new expenses in your Circulus account so that they will sync to your QuickBooks account. Expenses entered in QuickBooks are already considered paid, so they will not sync from QuickBooks to Circulus.
No problem, vendor credits can be created and applied to any bill, either in full or partially. Circulus maintains your credit balance directly within our platform so there is no need to log your credits outside of it.
Our platform allows for detailed notes to be included for each bill, allowing you to assign the bill as “paid” while still synchronizing the payment details with your QuickBooks account.
ACH stands for Automated Clearing House, and is a computer-based clearing and settlement facility established to process transactions between participating financial institutions. These transactions are processed in large batches, and are different from a direct deposit or an EFT (electronic funds transfer).
The rules and regulations that govern the ACH network are established by NACHA and the Federal Reserve.
Vendor bank account details can be entered directly into Circulus by your account administrator, or you can choose to send an email invitation to your vendors providing them with a link to safely and securely register their own bank information within the platform.
Vendors do NOT need to register for a Circulus account to accept payments.
At this time we are strictly operating within the United States. We are, however, in the process of extending check payments to Canada, so keep an eye out!
No, currently Circulus does not support recurring payments. However, to save you time, we do support recurring bills. Instead of having to enter a bill for every instance, you can set a bill to be entered into the system automatically on a recurring schedule that you create.
We are partnered with one of the largest and most established banks in the United States to process check and ACH payments made via Circulus. All accounts are FDIC insured, and we have implemented industry leading services to monitor web security, privacy, PCI compliance. We are also SOC1 TYPE2 certified.
Our daily cutoff time to process bills is 5pm CST, Monday-Friday. For bills entered before that cutoff, payments will typically be received into vendor bank accounts within 2-3 business days for ACH payments, and 4-5 business days for check payments.
We do not facilitate the paying of bills using credit cards.