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90Degrees
Level 1

Getting permission to make automatic withdrawals from customers account

I want to set up automatic withdrawals from customers accounts for our subscription business. On the ACH payment processing page it says to enter the customers banking info and then print a form to get their permission. Seems backwards to me. I need a form to send to the customer to get their banking info and permission first. Is there someplace in Quickbooks to find and print an appropriate form?

Solved
Best answer February 07, 2021

Best Answers
MaryJoyD
QuickBooks Team

Getting permission to make automatic withdrawals from customers account

Let me help you get the form that you need, @90Degrees.

 

In QuickBooks Online, you'll need to enter your customer’s Account NumberAccount TypeRouting Number, and Name. Then, set this to Use this account information in the future before you get their authorization. 

 

To help you get the form that you need, I suggest reaching out to our Customer Support team. You can request this form from them.

 

You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. Follow the steps below: 

  1. Go to the Help icon to connect to a live support agent. 
  2. Provide us with some information about your concern.
  3. Select the Contact Us button and provide some details about this concern, then on the Let's talk button. 
  4. You'll now be provided options on how to connect to our Customer Support.

 Here's the contact the QuickBooks Online Customer Support team article for more information. 

 

You can check these articles for more information: 

I'm always here to provide help and answer to any questions that you may have with processing customer payments. Let me know in the Reply section below.​ Keep safe and have a great rest of the day!

View solution in original post

3 Comments 3
MaryJoyD
QuickBooks Team

Getting permission to make automatic withdrawals from customers account

Let me help you get the form that you need, @90Degrees.

 

In QuickBooks Online, you'll need to enter your customer’s Account NumberAccount TypeRouting Number, and Name. Then, set this to Use this account information in the future before you get their authorization. 

 

To help you get the form that you need, I suggest reaching out to our Customer Support team. You can request this form from them.

 

You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. Follow the steps below: 

  1. Go to the Help icon to connect to a live support agent. 
  2. Provide us with some information about your concern.
  3. Select the Contact Us button and provide some details about this concern, then on the Let's talk button. 
  4. You'll now be provided options on how to connect to our Customer Support.

 Here's the contact the QuickBooks Online Customer Support team article for more information. 

 

You can check these articles for more information: 

I'm always here to provide help and answer to any questions that you may have with processing customer payments. Let me know in the Reply section below.​ Keep safe and have a great rest of the day!

View solution in original post

Fiat Lux - ASIA
Level 15

Getting permission to make automatic withdrawals from customers account

@90Degrees 

Consider having a billing management app. Your members will have their own portal to manage their subscriptions and update payment method anytime they need.

 

90Degrees
Level 1

Getting permission to make automatic withdrawals from customers account

Thanks, what this confirms is that the system works the way I thought it did, but it gives me the answer.

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