Recurring Credit Card Payments- Quickbooks ONLINE

Good Afternoon, John104.

The QuickBooks Community has your back. I found some information on recurring transactions like the one your trying to find. To view all recurring transactions follow the steps below:

1. Select Settings ⚙️.
2. Under Lists, select Recurring Transactions.
3. Select the appropriate template, then select the Action column ▼ drop-down menu and choose Use.
4. Once the transaction is open, make any needed changes, then select Make Recurring.

You can view more here: Create recurring transactions in QBO. I'm also here if you have any questions. I'm only a reply away. Have a great day!

That doesn't do anything close to what I need done. 

The recurring invoice already exists.  What you described is how to create a recurring invoice template.

Which I know how to do- we use approximately 400 a month.

I need to create a PAYMENT that will AUTOMATICALLY post to a customer from STORED credit card information

Thanks for the quick response, @john104. I've got the steps for you on how to set up recurring credit card payments in QuickBooks Online.

Since you already have recurring invoice template for your customer, the next step is to go to your merchant account to obtain the authorization form allowing you to charge their credit card repeatedly. Here's how:  

1. On the Create recurring payment screen, click the Authorization Form link to download a PDF file.
2. Print the authorization form and complete the merchant sections. 
3. Send the form to your customer (by mail, fax, or in-person) to complete the form and have them sign. 

• Make sure the form is complete and readable.
• Check the credit card expiration date. If the card will expire soon, let your customer know you will need updated credit card information before this date.
• Keep a copy of the signed form on file. In the case of a customer dispute (for example, a chargeback), you may need to provide the form to the merchant account processor.

After your customer returns the completed authorization form, you can now process your first recurring charge on customer's credit card. Here's how: 

1. Select Processing Tools, then select Create a Recurring Payment.
2. Find the name of your customer, then verify to ensure that all info and payment terms set up matches with the signed authorization form.
3. Click Submit.

For more insights, read through this help article: Create a recurring payment. It guides you in the right direction on how to collect payments from your customers on a scheduled date.

For future reference, check out this resource: Accepting recurring payments. It contains guidelines about your responsibility as a merchant in processing recurring credit card transactions. 

Stay in touch if you have any other questions. I'd be happy to help you further. 

This is ridiculous.  This again doesn't help as it talks about opening items from the menu in Quickbooks Desktop...I USE QUICKBOOKS ONLINE

WHY IS SUPPORT COMPLETELY INCOMPETENT????

Hello @john104,

What you initially posted is correct, you'll have to create the recurring credit card payment directly from your Merchant account.

1. Go to Merchant Services and sign in to your account.
2. Select Processing Tools.
3. Click Create a Recurring Payment.
4. Find the name of your customer.
5. Verify all info and payment terms set up matches with the signed authorization form.
6. Click Submit.

Once the payment is received and it's posted into your bank account, you can easily match it with the corresponding invoice in QuickBooks. You can read through this article to learn more: Categorize and match online bank transactions in QuickBooks Online.

Lastly, here are articles you can read for ideas to help manage your customers and sales transaction: Income and Expenses for QuickBooks Online.

If there's anything else that I can help you with, let me know in the comments. I'll be here to lend a hand.

Hey john104,

If you'd like help setting up recurring payments toward invoices I recommend looking at Bill & Pay, a Quickbooks add-on that works with QBO and QBD.

https://www.billandpay.com/payments.php

Bill & Pay allows you to easily manage recurring transactions toward Quickbooks invoices. If you have specific questions you can reply here or reach me at telsenbaumer(at)axiapayments(dot)com

Best of luck!