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Anonymous
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Can QB be set up to automatically process monthly payments via ACH payments to me from real estate that I have sold? If so, how is it set up?

 
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QuickBooks Team

Re: Can QB be set up to automatically process monthly payments via ACH payments to me from real e...

You've come to the right place, lasalv513.

 

I have great news to share with you: QuickBooks can be set up to automatically process monthly payments via ACH payments!

 

Just a gentle reminder, you'll need to apply for a QuickBooks Payments account first, before we can set this up in QuickBooks. Once you already have it, you can create a recurring sales receipt for monthly charges, here's how:

  1. From the Gear icon, then choose Recurring Transactions.
  2. Click the New button.
  3. In the Transaction Type drop-down menu, select Sales Receipt, then OK.
  4. Enter a name for the template.
  5. From the Type drop-down, choose Scheduled.
  6. Select the customer’s name from the Customer drop-down menu and verify the Email that populates.
  7. Enter all the necessary information needed for the schedule.
  8. From the Payment method drop-down choose Check.
    - Make sure to select the Authorization hyperlink to provide your customer with the Bank Transfer Authorization Form. Check the box to ensure the payment will process each time a form is created using this recurring transaction.
  9. Click Save template.

All of this information and more is available from our guide on setting up recurring sales receipt in QuickBooks Online. With these resources, you'll be all set and ready to receive the payments on time each month.

 

Please let me know if there's anything else you need, I want to make sure you're taken care of. Thanks for reaching out, wishing you and your business continued success.

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