You can import all your mandates from GoCardless into QuickBooks. You can import mandates from the Direct Debit Mandates page in QuickBooks.
To import mandates:
- Click the Gear icon next to your company name and select Lists > All Lists.
- Click Import mandates.Things to remember:
- Mandates that can be imported from GoCardless are listed.
- Only active mandates from GoCardless can be imported. Mandates that have been already imported do not appear on this list. Mandates that are in a currency other than GBP or mandates that are not preauthorised do not appear either.
- We attempt to automatically match mandates from GoCardless with your existing QuickBooks customers, based on their name and email address.
- Use the drop-downs to match the mandates with the customers, if needed.
- Change or type in the email of the customer as it appears in QuickBooks, if you need to.
- Click Import.