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Level 1

I have many recurring transactions. Can I charge the credits cards automatically?

Instead of charging each one at a time. Can I group them all together and do it all at once?
2 Comments
QuickBooks Team

I have many recurring transactions. Can I charge the credits cards automatically?

Yes, you can definitely charge the credit cards automatically, villageext.

 

You can turn on the Online payments option for the invoices that you email to your customers. This way, they'll be able to pay the invoices by credit card or ACH bank transfer by following the link in the email. However, we're unable to group the transactions together and charge them at once.

 

When taking a credit card payment in QuickBooks Online, you'll need to sign up for a QuickBooks Payments account and then choose where to record your payments and fees. Once you're all set up, you can now tick the Cards checkbox of your recurring invoice template to take and process credit card payments. Here's how to do it:

 

  1. Click the Gear icon.
  2. Under the Lists section, choose Recurring Transactions.
  3. Select the existing template, then click Edit from the Action column.
  4. Once the transaction is open, tick the Cards check box from the Online payments section.
  5. Click Save template to confirm the changes.

To learn more about using your payments account in QuickBooks, you can visit our FAQ page.

 

Alternatively, you can try visiting our QuickBooks App Center to find a third-party application that allows charging of recurring transactions by groups. You may also follow these steps in finding the app internally from within QuickBooks Online:
 

  1. Select Apps from the sidebar menu.
  2. Go to the Find Apps tab.
  3. Enter a keyword in the search bar or click the Browse category button to filter the results.

Additionally, here's an article that you can read to tp help manage your recurring transactions and the accounts they're linked to in QuickBooks Online.

 

Feel welcome to reach out to me again with any concerns or questions you may have. I'll be more than happy to help.

Level 15

I have many recurring transactions. Can I charge the credits cards automatically?

@villageext 

Consider having a billing management app to integrate with your QBO account. Your customers may update their own credit card credentials thru self service portal.

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