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Manage direct debit mandates for GoCardless in QuickBooks Online

by Intuit Updated 1 year ago

This article will walk you through managing GoCardless direct debit mandates in QuickBooks Online, including the different actions available to you depending on the state of the mandate.

View mandates in QuickBooks Online

You can view all customers who have mandates, including the status of their mandates. To do so:

  1. In QuickBooks, select the Gear icon and under Lists, select All lists.
  2. Select Direct Debit Mandates. A list of customers, who have mandates or are in the process of getting set up with mandates, (along with the status of their mandates), appears.
  3. Depending on the status of the mandate, you can use the View Customer dropdown or the available links to perform the necessary action.

Here's a list of actions available for each direct debit mandate state:

Mandate stateAvailable action
Removed Set up new mandate
Mandate request email sent, awaiting customerRe-send mandate
Active View customer
Cancel mandate

Remove a mandate in QuickBooks Online

If you need to cancel or remove a mandate from QuickBooks Online, this will have an impact on the mandate that is held with GoCardless. We recommend you check if this step is necessary before you continue.

  1. Select the Gear icon and under Lists, select All lists.
  2. Select Direct Debit Mandates.
  3. Find the customer you want to delete the mandate for and select the arrow under the Actions column.
  4. Select Cancel mandate.

For more help articles, see GoCardless with QuickBooks Online. Have a question about GoCardless? Get answers to frequently asked questions.

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