cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

How do I set up a recurring payment from a customer using their checking account?

 
1 Comment
QuickBooks Team

Re: How do I set up a recurring payment from a customer using their checking account?

I'd be happy to assist you today, jennifer20.

Let's get you recurring payment setup in QuickBooks Online.

 

Setting up recurring payment is pretty easy. Let me show you how.

 

  1. Click the Gear icon at the top.
  2. Select Recurring Transactions, and click the New button.
  3. Choose the Sales Receipt under Transaction Type, and click OK.
  4. Enter the template name, and choose Scheduled as the recurring type.
  5. Choose a customer.
  6. Under the Interval section, choose Monthly on day 1st of every 1 month(s).
  7. Enter the Start date and the End.
  8. Select the correct Payment method.

    z.PNG

  9. Enter the needed information, and click the Save template button.

You can get more details in these articles:

 

That's it! Feel free to drop a reply below if you need additional help in setting up recurring payments in QuickBooks Online.