I can help you set up ACH recurring payments and invoices in QuickBooks Online (QBO).
Automating sales receipts reduces the time spent on manual data entry and repetitive tasks. Once set up, the system automatically generates and processes receipts at the specified intervals:
- Go to the Settings icon and select Recurring Transactions.
- Click New and select Sales Receipt for the Transaction Type.
- Enter a Template Name.
- Select the Type dropdown, and choose Scheduled.
- Ensure that you've set up members as customers in QBO.
- For the Payment Method, select ACH.
- Fill out the rest of the required details.
- Select the Save Template when done.
For more detailed information about making recurring sales receipts in QBO, please refer to this article: Create a recurring sales receipt.
On the other hand, we also have the option to set up Autopay for recurring invoices. With QuickBooks Payments, this ensures that payments for recurring invoices will processed on time.
For future reference, you can utilize this article to learn how to get a list of all your recurring transactions and their associated accounts in QBO: Review your recurring transactions.
I'm here to help with additional questions or concerns about setting up ACH recurring payments and invoices in QBO. Have a good one.
