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Level 2

Import Customers for Recurring payment set up

I have a client that just transitioned to Quickbooks and would like to set up most of their clients for recurring payments. Is there a way to import the client list into recurring payments or does that have to be done manually one at a time? They have approx. 1800 clients. 

4 Comments
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Intuit

Import Customers for Recurring payment set up

Hello,

 

There might be an app that you can use with QuickBooks but I'm not sure.  Once you have your customers imported into QB (manual entry or from an Excel spreadsheet) you have to create a separate recurring sales receipt for each customer.

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Level 2

Import Customers for Recurring payment set up

Thank you, there is not automatic or import solution for this? This will take me hours to complete. 

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Moderator

Import Customers for Recurring payment set up

Thanks for your quick response, Fullcircleacctg3922.

 

Let me add some details about importing customers for recurring payments in Merchant Services.

 

While we don't have an option to import customer list directly into Merchant Services, you'll want to import the customer data into QuickBooks Online (QBO) using an Excel spreadsheet. Once done, manually create the recurring sales receipts for each customer.

 

Next, link your Merchant Service account to a QBO company.

 

Here's how:

 

To import customer data:

  1. Click the Gear icon, and select Import Data.
  2. Choose Customers (see the first screenshot below).
  3. Select the Browse button.
  4. Find and select the Excel file, click Open then select Next to continue.
  5. Map your data then select Next.
  6. Adjust your data if necessary then select Import.

image.png

 

To create a recurring sales receipt:

  1. Click the Gear icon at the top.
  2. Select Recurring Transactions, and click the New button.
  3. Choose the Sales Receipt under Transaction Type, and click OK.
  4. Enter the template name, and choose a customer.
  5. Enter the needed information, and click the Save template button (see the second screenshot).

image.png

 

To link your Merchant Service account to a QBO company:

 

  1. Sign in to your QuickBooks Online account.
  2. Select the Gear icon, then Account and Settings.
  3. Choose Payments, then Connect.
  4. Select Next to proceed.
  5. When the account has been successfully linked, you'll receive a confirmation page.
  6. Select Done.
  7. To confirm the account is linked go to Account and Settings, then Payments (see the third screenshot).

image.png

 

Once done, your customers and recurring sales receipt templates will be automatically imported into your Merchant account.

 

Since we don't have an automatic option for this, you can try searching for a third-party application that may help you set this up. Just click Apps on the left menu, and search for a relevant app.

 

That's it. Keep in touch with me if you still need more help with this. I'll be here. Have a good day.

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Intuit

Import Customers for Recurring payment set up

Hello,

 

In answer to your question about setting up the recurring sales receipts, no there is no "batch" or "import" or "group" way to create the recurring transactions.  You would have to create an individual recurring transaction template for each customer.

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