Set up direct debit mandates for customers GoCardless in QuickBooks

Learn how to set up direct debit mandates for your customers so you can start collecting payments from them with GoCardless. If your customer already has a mandate set up, you can import the mandate into QuickBooks Online instead.

Before you begin

• Your customer must have an active email in QuickBooks Online
• You can only request direct debit payments from customers in GBP £

Set up a direct debit mandate from an invoice

1. Create or open an invoice for the customer.
2. If the customer does not have an active mandate, a prompt appears in the GoCardless section in the right-hand panel under Charge direct debit: "Send a direct debit request to set up this customer."
3. Select Send request.
4. In the Set up Direct Debit mandate window, review the subject and body of the request. You can edit both before sending.
5. Select Send.

Your customer will get an email requesting them to set up and approve the mandate, and they’ll need to provide their bank information.

Note: The mandate page your customer sees shows “Set up a Direct Debit with Intuit Ltd” — not GoCardless branding. This is expected, so let your customer know in advance so they don’t query the unfamiliar name.

Once the mandate is processed you’ll be able to schedule direct debit on your customer’s invoices. It can take 2 to 3 days for the bank to process the mandate once your customer accepts the request.

Set up direct debit mandates for multiple customers

1. Go to All apps , select Customer Hub, then select Customers & leads (Take me there).
2. Select the checkbox next to the customers you want to set up mandates for.
3. Select Batch actions.
4. Select Set up Direct Debit.
5. Preview the mandate request. You can edit the email if you need to.
6. Select Send.

More help

• Get started with GoCardless in QuickBooks Online
• Review or update GoCardless settings in QuickBooks
• Schedule direct debit mandates for GoCardless in QuickBooks Online