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.
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.
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.