Connect with and learn from others in the QuickBooks Community.
Join nowI 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.
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.
Thank you, there is not automatic or import solution for this? This will take me hours to complete.
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:
To create a recurring sales receipt:
To link your Merchant Service account to a QBO company:
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.
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.