Recurring card payment on Customer:Job - Can it be set up?

bkinder · ‎March 08, 2022

I have a customer with multiple jobs. I need to set up a recurring monthly payment on 1 of the jobs only. I don't see an option to at the job level, only the customer level. Can this be done? I use Quicbook Desktop Enterprise.

Carneil_C · ‎March 09, 2022

Thanks for getting back to us in the Community, @bkinder. I'll share an insight on your query about having an option to add a recurring payment at the job level in QuickBooks Desktop.

I understand that adding a recurring payment at the job level is beneficial for you and your business. Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out.

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, please be guided by the steps below:

Here’s how:

Click Help.
Select Send Feedback Online.
Choose Product Suggestion.
Type in the details of your request on the pop-out window.

While the option is not yet available, I want you to be updated with our latest features and news about the product, I encourage you to visit our QuickBooks Updates: New QuickBooks Accounting Software Updates.

Feel free to reach out if you have any further questions about the features in QBDT. Have a good one!

View solution in original post

MJoy_D · ‎March 08, 2022

I can share some information about creating recurring transactions for customer:job, @bkinder.

At this time, you can only create a recurring payment for your customers. This would be a great addition to the current features that we have, so I'll take note of it.

For more information about creating a recurring monthly payment for an invoice, payment, and sales receipt, refer to this article: Create a recurring credit card payment.

To further check your sales and expenses with your customer, job, and sales reports, check out this article: Customize customer, job, and sales reports in QuickBooks Desktop.

Let us know if you still have questions about creating your transactions in QuickBooks Desktop (QBDT). I'm always here to assist. Have a great rest of the day!

bkinder · ‎March 09, 2022

Thank you. Yes, please suggest that there should be the option to add a recurring payment at the job level. I have a few jobs that I need to create recurring payments for. If I create it at the Customer level, once the sync with Merchant Payments has been done, can I go back into the transaction history to make sure it's applied to the correct invoice under the Client:Job?

Carneil_C · ‎March 09, 2022

Thanks for getting back to us in the Community, @bkinder. I'll share an insight on your query about having an option to add a recurring payment at the job level in QuickBooks Desktop.

I understand that adding a recurring payment at the job level is beneficial for you and your business. Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out.

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, please be guided by the steps below:

Here’s how:

Click Help.
Select Send Feedback Online.
Choose Product Suggestion.
Type in the details of your request on the pop-out window.

While the option is not yet available, I want you to be updated with our latest features and news about the product, I encourage you to visit our QuickBooks Updates: New QuickBooks Accounting Software Updates.

Feel free to reach out if you have any further questions about the features in QBDT. Have a good one!

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Recurring card payment on Customer:Job - Can it be set up?