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:
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.
Hello, thank you for the details, however, in my edition of Quickbooks Online (Essentials), the Payments choice is only Cards and Bank Transfer (there is no Check). And there is no Authorization hyperlink or Bank Transfer Authorization Form. And if I try to set this up in Quickbooks Payments, there is no option for Check or Bank Transfer. Its only credit card information.
Thanks for joining us here, treasurerLosNogales.
Have you tried switching to an incognito/private browsing session or a different browser? A browser issue might hide the Check option when creating a recurring sales receipt.
QBO works well with Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari. Once logged back in, create another sales receipt and check if the option is now showing up.
If you're still getting a similar result, please contact our phone or chat support team. They'll take a closer look at this to determine what's causing the issue. Here's how:
I'll be around if you need anything else.