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Everything you need to know about banking in QuickBooks Online - Discover more
Level 1

Direct debit

How do I get my debit card payment for practice management transferred to my direct debit for licences?

Level 1

Direct debit

Also will intuit remove the post flooding error as I could not post my query for 2 minutes while it waited for me to correct errors - nonsense

QuickBooks Team

Direct debit

Thank you for reaching out to the Community, Chris1929


I've got some steps on how to change your payment method to direct debit in QuickBooks Online Accountant. Before you start, know that only an admin can update payment info for your account. Also, you'll need to update payment info in QuickBooks Online using a web browser. You won't be able to update payment information from the mobile app.


Follow these steps: 


  1. Go to the Gear icon located in the upper left corner. 
  2. Under the Your Company column, click Subscriptions & Billing
  3. In the Payment Information section, select Edit ✎.
  4.  Under Payment information, choose Direct Debit.
  5. Fill out the necessary billing information.
  6. Tick the checkbox if you are the only person required to authorize Direct Debit, or have submitted the Dual Signature Form
  7. Once you have read and understood the Direct Debit Guarantee, tick the checkbox.


I am leaving this material for you to utilize, as it contains a lot of necessary information that can help you: Set up Direct Debit in QuickBooks Online Accountant


Furthermore, you may want to learn how to add clients to your firm so you have easy access to their books. 


Let me know in the comment section if you want to ask anything else aside from this. We're always here to back you up. 

Level 1

Direct debit

Hi my payment method is already direct debit in quickbooks - however to sign up to the new practice management module I had to enter my debit card details - how do I get this billing moved to my regular monthly direct debit?

QuickBooks Team

Direct debit

Good day, @Chris1929. Thanks for getting back to the thread and adding a clarification.


About your billing concern, I'd suggest getting in touch with our QuickBooks Billing Team. That way, they can help you move your billing to regular monthly direct debit. 


Here's how to connect with our team:


  1. Sign in to your QuickBooks Online company.
  2. Click Help (?).
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. In Search, select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert. Live chat all day, M-F.
    • Call us. M-F, 8:00 AM to 10:00 PM and S-S, 8:00 AM to 6:00 PM.


Getting a new client is great. If you need to add clients to QuickBooks, you can check out this resource as your reference: How to add clients who already have QuickBooks Online and are brand new to QuickBooks.


Please let me know if you have follow-up questions about setting up Direct Debit in QBO Accountant. I'm always here to help. Have a good one.

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