How to specify payment method as Direct Debit / GoCardless on imported Invoices

Hello DCINV, 

Welcome to the Community page, 

So for the first part that is not something we can help you with, if the import data is coming from a 3rd party, its up to their software to prepare the data to send to us, if they don't prepare something to work in the payment method field, its not our responsibility at quickbooks to fill it in, its technically not a mandatory part either, so if its missing, it wont affect the transaction, so you might want to look into that more. 

as for the second part of your question, it sounds like you want to turn off the Go Cardless direct debit payments option for a particular customer? If that is the case, that isn't possible to do so without removing the mandate from the customer itself, it'll always try to take it via Go Cardless so long as the Direct Debit mandate is established. 

Thanks for getting back to me so quickly and for the welcome!

The 3rd party data we're sending to QuickBooks does specify that the payment terms are Direct Debit but there doesn't appear to be an option (e.g. using Zapier) that will let us send an instruction to toggle on the 'Use Direct Debit' radio button that is for the GoCardless mandate. Unfortunately, if this button is not toggled on, even if there is a mandate for the customer, the payment for the invoice is not collected.

I've corresponded with GoCardless and they've said that QuickBooks would have to make this accessible to the partners they have integrations with (e.g. Zapier). Could this field be added to the 'Update invoice' action in Zapier?

Welcome back, @DCINV.

Allow me to provide additional information about importing data from a third-party app.

QuickBooks only depends on the data imported from a third-party app. Since you want to add a field (Update invoice) in Zapeir, I recommend reaching out to their support team. They may look into this suggestion and consider adding it in the future.

You might have questions about GoCardless Direct Debit. This article will provide you with the answers: Learn more about GoCardless Direct Debit for QuickBooks.

Please visit our Community Forums if you need further assistance with the QuickBooks integration. I'm still open to your replies, @DCINV.

Thanks Mark,

Zapier don't build the integrations on their site. they simply provide the platform for different apps to connect to each other. The developers of the apps build the integrations. GoCardless, for example, hasn't built any Zapier integration so you see this message when you search for it on Zapier: Gocardless Integrations | Connect Your Apps with Zapier

QuickBooks has built a pretty comprehensive range of triggers and actions: QuickBooks Online Integrations | Connect Your Apps with Zapier. As such, QuickBooks allows me to edit virtually every field of an invoice via Zapier. However, among all of these fields they haven't made the 'Use Direct Debit' radio button available. That's why I'm asking if QuickBooks could please make this available along with all the other fields they have made available. Others are asking about this on the Intuit Developers site but I haven't been able to get a reply there yet. It just seems like such an odd thing to miss out given how widely used direct debits are in the UK.

Hi again Mark,

This attached screen shot shows an invoice that has been sent to QuickBooks from our CRM/Zapier. The QuickBooks integration for Zapier lets me populate every other field except this 'Use Direct Debit' button. I can even create a payment for the invoice once it's in QuickBooks using the via Zapier, lets me specify Direct Debit as the payment method. Yet this radio button is still not appearing as selected and, therefore, GoCardless isn't instructed to collect the payment.