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Is it possible to set up a client to make automatic recurring monthly ACH payments through Quickbooks to my company?

 
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Best answer 10-15-2018

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Hello lauren, It is my pleasure to assist you today​. Th...

Hello lauren,

It is my pleasure to assist you today​.

That's something you can definitely do with your QuickBooks Online. Let me show you how to set up recurring ACH payments in QuickBooks Online.

Here's how:

  1. Click the Gear icon at the top.
  2. Select Recurring Transactions, and click the New button.
  3. Choose the Sales Receipt under Transaction Type, and click OK.
  4. Enter the template name, and choose Scheduled as the recurring type.
  5. Choose a customer.
  6. Under the Interval section, choose Monthly on day 1st of every 1 month(s).
  7. Enter the Start date and the End.
  8. Select the correct Payment method.
  9. Enter the needed information, and click the Save template button.

Let me know if you require any further information, we're here to answer them and help you out.

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Highlighted
Moderator

Hello lauren, It is my pleasure to assist you today​. Th...

Hello lauren,

It is my pleasure to assist you today​.

That's something you can definitely do with your QuickBooks Online. Let me show you how to set up recurring ACH payments in QuickBooks Online.

Here's how:

  1. Click the Gear icon at the top.
  2. Select Recurring Transactions, and click the New button.
  3. Choose the Sales Receipt under Transaction Type, and click OK.
  4. Enter the template name, and choose Scheduled as the recurring type.
  5. Choose a customer.
  6. Under the Interval section, choose Monthly on day 1st of every 1 month(s).
  7. Enter the Start date and the End.
  8. Select the correct Payment method.
  9. Enter the needed information, and click the Save template button.

Let me know if you require any further information, we're here to answer them and help you out.

View solution in original post

Not applicable

So even though it is setup and labeled "Sales Receipt" it...

So even though it is setup and labeled "Sales Receipt" it will take the necessary actions to draft the account as needed?
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Please elaborate point number 8. The "payment Method" but...

Please elaborate point number 8. The "payment Method" button gives a list of options and ACH is on the list but if you select ACH, it asks for credit card information rather than bank account numbers.
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I do not see ACH as an option - how can we add it in?

I do not see ACH as an option - how can we add it in?
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Is this to charge the ACH on a recurring basis or to send...

Is this to charge the ACH on a recurring basis or to send an invoice on a recurring basis? I think we need a way for the customer to enter ACH once and then collect each month there is an invoice against it without customer entering info again. Is this possible?
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See my answer.

See my answer.
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I agree with branislva.  This answer didn't answer the qu...

I agree with branislva.  This answer didn't answer the question fully.  This answer shows how to setup automatic invoice generation each month.  The question really is: how to setup QBO to automatically perform ACH withdraw each month without client having to enter their info each month.
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If i need to collect different amount from customers ever...

If i need to collect different amount from customers every month, can I still set up automatically ACH collection?
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Re: If i need to collect different amount from customers ever...

If it's a different amount each month then I don't see how recurring setup would help you, you'll have to run manually.

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Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Quickbooks to my company?

This is not solved.

QuickBooks Team

Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

Hello there, @brainslav.

 

I want to make sure this gets taken cared of.


That's something you can definitely do with your QuickBooks Online.

 

In QuickBooks Online (QBO), we can set up automatic recurring ACH payments for a client. The steps are provided by my colleague @PreciousB.

 

In addition, you'll need to choose Check as your payment method and select Authorization hyperlink. This is to provide your customer with the Bank Transfer Authorization Form. Make sure to check the box to ensure the payment will process each time a form is created using this recurring transaction.

I've got you an article for more information about setting up recurring payments in QBO: https://quickbooks.intuit.com/community/Help-Articles/Set-up-recurring-sales-receipt-in-QuickBooks-O...

 

Should you have more queries about how recurring ACH payments works in QuickBooks. I'll be around to help you out.

 

Frequent Contributor *

Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

If you already have an ACH account with your bank and you want to create ACH/NACHA file to process Customer Payments / Vendor Direct Deposit using QuickBooks Online/ QuickBooks Desktop data like bills created in QuickBooks, customer invoices created in QuickBooks, you can use Intuit approved third party applications.

 

Customer payment NACHA file can be created based on QuickBooks customer invoices with no additional data entry is also supported.

See Intuit's app center at https://apps.intuit.com/app/apps/appdetails?shortName=app-b7rhf97pmg.

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Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

My understanding of this is that the ACH payments are not automatic on a billing cycle and have to be manually initiated.  I misunderstood this when I set this up thinking that it could be an automatic monthly ACH payment that would sync up with the invoicing.  From what I understand this is not the case with Quickbooks Online and I have to manually "receive payment" every month.  It is nice that it makes the ACH deduction but it is definitely not automatic.  It would be great if you guys could add an automatic ACH payment that synced up with the recurring invoice time frame.  If there is something I am not doing correctly to automatically receive the ACH payment I would love to know about it!!!  

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Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

Call them directly and set it up for a $200 one time fee. Should do automatic invoice and charges. Thats what our company needed.

Established Community Backer ***

Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...


@Camp142580 wrote:

My understanding of this is that the ACH payments are not automatic on a billing cycle and have to be manually initiated.  


It is automatic.

You have to a) have a merchant account set up in your QBO,  b) set up a "Scheduled" recurring Sales Receipt c) enter the schedule, d) you have to choose "QuickBooks Payments-Bank" as the payment type, whereupon you will be asked to enter the customers routing and bank account number e) check the box that says "I have authorization and would like to process this transaction" (click "authorization " to get a blank form and send it to your customers first) 

 
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Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

We have done all of this.  Unfortunately it is not automatic.  The withdrawal has to be initiated on the due date by going into the invoicing system and "receiving" payment and authorizing the withdrawal.  This is even after you have done all the above steps.  If you don't initiate it on the due date (or before the due date due to the time delay) you will not receive an on time payment. 

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Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

see comment below

Established Community Backer ***

Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...


@Camp142580 wrote:

We have done all of this.  Unfortunately it is not automatic.  


It is automatic. You set it once and never touch it again You must have done something wrong

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Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

You can set up "automatic" credit card payments for a fee but not ACH bank autodraft payments.  If you think you can I would love to see how you are doing this. 

 

Currently, I have to go in to invoicing  and click on the receive payment link.   My invoice is automatically generated.  Once I click receive payment it takes me to a "receive payment" screen and I have to "authorize payment" from my tenants bank account.  


We wanted to set this up on an automatic basis because this is for a property that we manage and we have a set payment monthly for rent.  It would be a great feature if it auto drafted the payment from the tenants bank without charges.  

 

Are you currently using this feature on a bank draft or just a credit card auto payment?  If so is there a way to change the current process so it is set up correctly.  Do you have any tutorials or screen shots or people I can call.  I would love to get this set up correctly

 

Established Community Backer ***

Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

 


@Camp142580 wrote:

 

Currently, I have to go in to invoicing.... 


 

You have to do automatic recurring monthly ACH payments  with a Sales Receipt type transaction, not with an Invoice type transaction

 

 

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Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

Why is this ability not easier to find!  I haven't tested this yet but thank you for educating me on this!  This feature alone is worth it's weight in gold for real estate and other service providers that have recurring billing transactions.  Thank you for your help!

QuickBooks Team

Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...

Hi there, @Camp142580.

 

I'm here to provide additional information about recurring credit card payments in QuickBooks Online.

 

This feature allows you to charge your customers automatically on a regular schedule that you set. Here's how to do it:

  1. Login to your Merchant Service Center.
  2. Choose Processing Tools.
  3. Select Create a Recurring Charge or if you are on the Manage Recurring payments screen, select Create.

For detailed instruction, you can check this article: Create a recurring credit card payment. Or, you can also Set up recurring sales receipt in QuickBooks Online which allows you to automatically charge the credit card of your customers.

 

There you have it. Keep me posted if you have other concerns or questions. I'd be happy to assists.

Established Community Backer ***

Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Qu...


@HoneyLynn_G wrote:

 

 

I'm here to provide additional information about recurring credit card payments in QuickBooks Online.

 


A credit card payment is not the same as an ACH payment.  You will see at the top that the question is for "ACH payments"

Community Backer **

Re: Is it possible to set up a client to make automatic recurring monthly ACH payments through Quickbooks to my company?

Short Answer : You can't for ACH from within QB

 

Although you can use an external app to do that for you .You can use the free version of PayorCRM if the number of customers to be setup for auto ACH payments are 3 or less - https://apps.intuit.com/app/apps/appdetails?shortName=payorcrm&

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