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Level 10

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


@Megan-Payorcrm wrote:

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

 


That is wrong. You can ACH from within QB (Online), for free, unlimited payments.  

Level 1

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

I just tried to setup a recurring sales receipt for a customer, but regardless of whether I select "QuickBooks Payments - Bank" or "Check" as the Payment method, I never get a checkbox option to send an Authorization hyperlink, nor does it ask me for any banking information. What could I be missing?

QuickBooks Team

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

Thanks for joining in the Online Community, howardt1.

 

I’d be glad to clarify why the box to send the credit card form is missing.

 

This can happen if your merchant service account is not linked to your QBO company. You can go to the Account and Settings page to review the setup.

 

Here’s how:

 

  1. Go to the Gear icon at the top.
  2. Select Account and Settings.
  3. Click Payments on the left panel.
  4. If the account is already linked, you’ll see the Manage details button.


However, if the account is not yet connected, check out this article for the detailed steps: Link your merchant account.

 

Make sure to go directly to the Link your merchant service to QuickBooks Online section.

 

After following the resolution, you'll now be able to see the authorization link and continue with setting up the recurring sales receipt feature.

 

Let me know if you have additional questions about tracking transactions via Merchant Services. I'll be around to answer them. Have a good one

Anonymous
Not applicable

Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

I use Quickbooks desktop not online version. I have tried for hours but the only option for recurring payments is via a credit card. How can I setup recurring payments via ACH. 

Moderator

Re: Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

Hello fleinbach,

 

You should be able to set up ACH as the payment method for one-time or recurring sales receipts. Let's get this set up first from your Merchant Services account first. 

  1. Log in to https://quickbooks.intuit.com/payments/?referrer=qboblog12470. 
  2. Select the Check or ACH payment method as you create a payment. 
  3. Enter your customer’s bank info.
  4. Get authorization from your customer. You can read them a script or have them fill out a form. 
  5. Process the transfer and get paid!

In your QuickBooks Desktop, create a sales receipt, choose the payment method as e-CHECK, and check the Process payment box. This will be saved in your Manage Recurring Payments window. 

 

Let us know if you have any questions. Thanks! 

 

Level 2

Re: Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

# 2 below DOES NOT EXIST when logging into quickbooks recurring payments.  

Anonymous
Not applicable

Re: Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

# 2 below DOES NOT EXIST when logging into quickbooks recurring payments.  Does not exist for me either.

Anonymous
Not applicable

Re: Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

Still does not work. Cannot get past credit card info. Always says it is required. I want ACH direct to bank only.

Level 2

Re: Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

I suspect it's because ACH payment is only $1 and credit card payments earn quickbooks 3%. :(

Anonymous
Not applicable

Re: Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

Hello everyone.

 

Allow me to join in the discussion and help provide clarification about setting up automatic recurring payments.

 

In QuickBooks Desktop, there's no available option to set up automatic recurring ACH payment. This is only available if you're creating a recurring credit card payment.

 

However, if you are using the QuickBooks Online version, you can definitely set up automatic recurring ACH payments. All of this information and more is available from our guide on setting up recurring sales receipt in QuickBooks Online.

 

 

As always, I'm here if you should have questions about recurring payments or anything else. Have a good one.

Level 10

Re: Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

 

@GarlynGay says:

"You should be able to set up ACH as the payment method for one-time or recurring sales receipts. "

 

@Anonymous  says:

"In QuickBooks Desktop, there's no available option to set up automatic recurring ACH payment."

 

Both "QuickBooks Team" members. 

Who is right?

Anonymous
Not applicable

Re: Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

It appears @Anonymous is right as I have tried relentlessly and it can't be done. Its ashamed Intuit is so poorly run that most people who answered this question going back years has always answered the question as if it was a different question. 

Anonymous
Not applicable

Re: Re:set up a client to make automatic recurring monthly ACH payments through Qb's DESKTOP Version

Thank you for noticing, @Malcolm Ziman. Let me confirm my answer about recurring ACH payment.

 

In QuickBooks Desktop, when you go to the Customers menu, you can only select Credit Card Processing Activities in setting up recurring payments. There's no available option to do this using ACH payment.

 

I appreciate you joining in the discussion, @Anonymous. Yes, you're right, we don't have this option in the Desktop version. Even if you go to the Merchant Services account, there's no option to select the ACH payment method on their processing tool for recurring payments.

 

I hope this clears up the confusion about the availability of this setup in the Desktop. 

 

Let me know if you have other questions about recurring payments. I'm here to help however I can.

Level 1

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

The method you mention is for credit cards... the problem we're all trying to solve is to setup recurring ACH payments, not with credit cards

QuickBooks Team

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

I appreciate you joining us here in the Community, @jaimenacach.

 

Allow me to step into this conversation and provide some details about setting up recurring ACH payments in QuickBooks.

 

At this time, being able to process recurring ACH payments for Merchant Services isn't available. However, in QuickBooks Online, you'll be able to process recurring sales receipts.  Our developers are constantly working to improve our product to help you manage your business easier.

 

 I'm taking note of this preference, and raise this concern to our engineers so this will be taken care of. I'd encourage you to visit our QuickBooks Online Blog regularly to be updated about our latest news, features, and updates about what our Product Care Team is working on.

 

If you are using QuickBooks Desktop, you can check on the What's New section on your QuickBooks for some updates.

whats new.PNG

 

Please don't hesitate to post any questions that you may have concerning QuickBooks. I'll be around to help you out. Have a great day!

Highlighted
Level 10

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


@BettyJaneB wrote:

 

 

At this time, being able to process recurring ACH payments isn't an option for us. 

 

 

 

When was the ability to process recurring ACH payments removed?

QuickBooks Team

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

Hello, @Malcolm Ziman.

 

Processing recurring ACH payments haven't been removed in QuickBooks Online. However, being able to do a recurring ACH payment in Merchant Services isn't available. I've already updated my response above to provide clarifications to other customers.

 

Thank you for your feedback, and please let me know if there is anything I can do to help. Take care!

 

 

 

Level 1

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


@BettyJaneB to clarify the ridiculously confusing information shared throughout this thread by Inuit, we used to be able to process automated ACH drafts via QBO but now we aren't able to through (in my case, Intuit Merchant Services). Has this been added back in during the last ~4 months? Do we have to process this manually via QBO/connected merchant account and it works as intended or are we not able to process these at all through QBO/connected merchant account. For clarity, this is to charge our customers and receive money from them in exchange for our services via automatic ACH draft, NOT paying a vendor. Thanks!

Moderator

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

I appreciate you for clarifying the issue, ZydecoMedia.

 

You'll have to make sure that you enter the bank account information before sending the payment. Then, tick () the I have authorization and would like to process this transaction button to successfully process the ACH payments.

 

If the same thing happened, I'd suggest reaching out to our Merchant Service Team. They'll further verify why you're unable to process the payment.

 

Just go to this page: Which Payments product do you need help with?. Then, you'll see their contact information under QuickBooks Desktop Payments.

 

Feel free to post here if you have other concerns. Thank you.

Level 1

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

I'm going to piggy back here. I have two clients set up as automatic payments using credit cards. I cannot figure out how to edit it going forward. I can only see the ones that have already posted so I dont want to edit those.... where do the fugure sales receipts live that I can edit? or if I wanted to cancel it, how would I do that? All I see are the ones that have already billed and I wouldnt want to void or delete those. Help!?

QuickBooks Team

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

Welcome to the Community, @jamesatmodern.

 

You can make changes into your recurring payments by logging in to your Merchant Services Account. The option to edit any customers' payment details is available on its home page.

 

To do that:

  1. Login to your Merchant Service Center.
  2. Click on the Manage Recurring Payments option at the button.
  3. Refer the Existing transaction of your customer and edit it from there. 

If you need to cancel a payment that has been processed, you'll need to get in touch with our Merchant Services Team. They can pull up your account and process the cancellation for you.

 

On the other hand, if you're using QuickBooks Desktop, you can edit the transaction by following the steps found in this link: Modify existing recurring payments

 

Let me know if you have any other questions. I always have your back and happy to help. Thanks for reaching out, wishing you all the best!

Level 1

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

Can I collect ACH payment from my customers in quickbooks self-employed, not the quickbook online. 

QuickBooks Team

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

Hello, mimi-jelly.

 

Thanks for joining here in the Community.

 

Yes, you can collect ACH payment from your customers in QuickBooks Self-Employed if the status of the application is Approved. It may take up to 3 business days to get the decision of the application, then you'll be notified thru your email.

 

However, if you haven't received an email within the time frame, I'd recommend contacting the Merchant Services Team to check your status of the application.

 

Here's an article for more information about recording payments in QuickBooks Self-Employed: Let your clients pay you online.

 

You can check this article for future reference to know more about ACH payments in QuickBooks Self-Employed: Add contractor direct deposit info in QuickBooks Self-Employed.

 

Fill me in if you have other concerns or questions by leaving a comment below. I'd love to help. Have a great day!

Level 1

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

Hello - will QBO add a Quarterly option to the drop down for recurring payments? As of this morning there are Monthly and Yearly, but no Quarterly... and of course i have a quarterly customer! Thanks!

Moderator

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

Thank you for your feedback, CathyC.

 

As of now we only have these intervals available:

  • Daily
  • Weekly
  • Monthly
  • Yearly

Adding quarterly as a recurring payments option is a great idea. I'll send this feedback to our product developers. We collect data on what feature updates our customers need the most.

 

Check these articles for feature reference:

We'd  love to hear more from you. You can leave us a reply if you have other suggestions.

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