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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

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?

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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Level 1

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?

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. 

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QuickBooks Team

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?

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:

 

  1. Go to the Help menu and click the Contact Us button.
  2. Let them know that you're not seeing a Check option when creating a recurring sales receipt, then click Let's talk.
  3. Click either Get a callback option or select Start Messaging.

I'll be around if you need anything else.

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Level 11

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?

@treasurerLosNogales 

Explore this app and you may find something useful for your needs.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

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Level 1

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?

Sadly, that didn't work. THX

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