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yiqbal
Level 1

How Can I import Direct Debit Mandates in small batches in Quickbooks?

 
Solved
Best answer October 15, 2019

Accepted Solutions
GeorgiaC
QuickBooks Team

How Can I import Direct Debit Mandates in small batches in Quickbooks?

Hi yiqbal,

 

 

We don't currently have any known issues of this, what does the error show?

 

To test that this is not a browser-related issue please try clearing the cache on the browser you are using or loading through an incognito window.

 

 

Thanks!

 

 

View solution in original post

7 REPLIES 7
EmmaM
QuickBooks Team

How Can I import Direct Debit Mandates in small batches in Quickbooks?

Hello Yiqbal

 

Can we just confirm are you referring to integrating existing direct debit mandates from Go Cardless into QuickBooks?

 

Thanks

 

Emma

yiqbal
Level 1

How Can I import Direct Debit Mandates in small batches in Quickbooks?

Yes I am

GeorgiaC
QuickBooks Team

How Can I import Direct Debit Mandates in small batches in Quickbooks?

Hi yiqbal, 

 

When you select the 'import mandates' button in QuickBooks this will bring up a window with the available mandates to import, which you can then tick to select those you wish to bring across, to a maximum of 100 mandates per import.

 

Thanks

yiqbal
Level 1

How Can I import Direct Debit Mandates in small batches in Quickbooks?

It currently doesn't show the window with available mandates, it gives an error. 

GeorgiaC
QuickBooks Team

How Can I import Direct Debit Mandates in small batches in Quickbooks?

Hi yiqbal,

 

 

We don't currently have any known issues of this, what does the error show?

 

To test that this is not a browser-related issue please try clearing the cache on the browser you are using or loading through an incognito window.

 

 

Thanks!

 

 

RobF4
Level 1

How Can I import Direct Debit Mandates in small batches in Quickbooks?

Where is the import mandates button in Quickbooks. I have gone to the import screen, there are many options but  none for mandates.

R

Ashleigh1
QuickBooks Team

How Can I import Direct Debit Mandates in small batches in Quickbooks?

Hello RobF4, thanks for posting on this thread, If you go to the main Cog wheel> under lists select all lists> then select Direct Debits Mandates >  then click Import. 

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