Greetings, @RJ87.
Welcome to the Community! I'd be more than happy to give you some insight on import customers and auto pay/recurring transactions.
As for your first question about importing customers, the best route to get the job title listed in the customer's profile would be to enter it manually. The reason being is because you've already imported the customers and will cause duplicates to occur.
For future reference, check out this guide that could assist your business: Move your lists to QuickBooks Online.
As for your second question about auto pay and recurring transactions, there's an option that might work for you. I suggest creating a recurring invoice and then setting auto pay up for that invoice. This should resolve all the issues you're having. Here's how to do so:
Set up recurring invoices
- Create your invoice, then select Create recurring invoice on the transaction
- Specify the frequency interval, start date, and end date of the recurring invoice.
- When you finish the recurring invoice, select Save template.
From there, you can help your customer(s) set up Auto Pay through this article: Set up Autopay for recurring invoices in QuickBooks Online.
This should do the trick. I'm only a post away if you have any other questions or concerns. Have a wonderful day!
