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userstorage123reg
Level 1

Is it possible to send Direct Debit mandate request not thru PC but mobile app? Thanks!

 
1 REPLY 1
BettyJaneB
QuickBooks Team

Is it possible to send Direct Debit mandate request not thru PC but mobile app? Thanks!

I'm happy to see you again here in the Community, @userstorage123reg.

 

Let me share some insights on which platform is the best way to access and process a Direct Debit mandate request in QuickBooks Online.

 

Processing a Direct Debit mandate request needs to be done using the Desktop app or sign in to your QBO account in a web browser.

 

Know that the mobile app is a simplified version of the QuickBooks Online program. The features and options in this platform are limited.

 

To ensure mandates are set up and processed successfully, you can do this on your PC.

 

Here's the steps to get started:

  1. Tap the Gear icon and select Lists.
  2. On the next page, click on All Lists.
  3. Scroll down and pick Direct Debit Mandates from the options. 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 is shown.
  4. Depending on the status of the mandate, you can use the drop-down or the available links to perform the necessary action.

I'll be attaching GoCardless links below for additional reference:

You can always get back to me if there's anything else that I can assist you with. Have a lovely day!