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Taking automatic payments by direct debit


Currently we use gocardless to take monthly direct debits from customers automatically. Once set up we do not need to do anything and the customer doesn't need to authorize for any of the monthly direct debits after the initial direct debit is set up . I want to use gocardless through quickbooks how do I set this up . I am not talking about moving my existing customers from gocardless to quickbooks through gocardless but new customers. 

 

How do I set this up? 

1 REPLY 1
QuickBooks Team

Re: Taking automatic payments by direct debit

Greetings, tnttommy.


Welcome to the Intuit Community. I’m happy to know you’re going to integrate GoCardless with QuickBooks.


Since you’ll use the application for your new customers, let’s set this up in your account first. Let me guide you through the process.


To integrate:

 

  1. In your browser, click on this link: https://apps.intuit.com/app/apps/appdetails?shortName=gocardless&locale=en-gb.
  2. Click on the Get app now tab, then select Connect.
  3. Enter the credentials for your GoCardless account, and choose Connect account.

By doing this process, you’re allowing QuickBooks to get the information from your GoCardless account. To smoothly accept payments, make sure the app's settings are correct.

 

After checking, you can now manage mandates using the application. Here’s how:

 

  1. Go to the Gear icon at the top, then select Lists.
  2. Choose All Lists.
  3. Click Direct Debit Mandates.
  4. Click on the View Customer drop-down or the available links to perform the necessary action.

Next, set up your customer with direct debit. You can refer to the Set up customer with Direct Debit (Go Cardless) for detailed steps.


I’m adding some links that contain detailed information about this feature:

 

There you go. With these steps, you should be able to accept payments smoothly.

 

If you have any questions about QBO, leave me a comment below. I’ll be right here with you. Have a good one.