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greensman
Level 3

Recurring Payments, not syncing

Monthly "recurring payments" created for several customers are not getting created on the Quickbooks side.  It worked the first month but not the following two.  The payments ARE being taken in Intuit Merchant Services center and deposited in our bank--but Quickbooks Online Advanced is not creating the invoice the payments are to apply to (other than the first month/occurrence), and so the payments don't sync over to our books from Intuit Merchant Services, which causes the deposit containing those payments to not sync into our books, and I have to manually enter them all.  Anyone else experiencing this? (note these are recurring PAYMENTS, not recurring Transactions.  Those seem to be working.) 

4 Comments 4
Nathania_P
QuickBooks Team

Recurring Payments, not syncing

Your recurring template's schedule, start date, or status may have an issue, like being paused. Review and update templates directly in QuickBooks Online (QBO).

 

How to review a recurring template:

 

  1. Go to the Gear icon and select Recurring transactions.
  2. Click Edit on an existing template, or select New to create a fresh one.
  3. Name your template and choose the Type (Scheduled, Reminder, or Unscheduled).
  4. Set the Interval to decide how often the transaction repeats.
  5. In the Online Payment section, check the boxes for the payment methods you accept (Credit Card/ACH).
  6. Enter the remaining transaction details and click Save template.

 

For more information, please refer to this article: Recurring Payments Overview. 

 

Regarding the recurring payments that are still working with the Merchant Service Center (MSC) and deposited into the bank, it could be that there are recurring payments set up directly in the Merchant Service Center.

 

QuickBooks Online’s Autopay allows customers to authorize automatic payments for recurring invoices. Once they enter their payment details and opt in through a single invoice, all future invoices on that schedule will process automatically. Set up Autopay for recurring invoices. 

 

If you have any additional concerns, please reach out to us again. We’re always here to help.

greensman
Level 3

Recurring Payments, not syncing

Thank you for replying.

 

None of the payments are paused--all are "Active" in the status bar on the Recurring Payments page.  All have monthly occurrences selected and have not reached their End date yet.

 

They were set up and still appear in Quickbooks Online so I don't think the suggestion that it's a standalone recurring payment active only in Merchant Services applies here. 

 

I understand the alternative use of Autopay for Recurring Transactions and am using that successfully (so far) for different billing needs.  The recurring payments in question here I needed to create & process differently.

 

I'm grateful you replied and understand that you're likely not a Quickbooks architect designing these features and so not responsible for their performance.  But I'll go ahead and state that this situation is just one more in a long line of Quickbooks new features and changes that get rolled out and then don't work correctly.  Automation, AI, Intuit Intelligence--none of these features are time-savers if I can't rely on them to work when I have set them up, and have to regularly take the time to go back and make sure Quickbooks has done what it said it would, and correct the error when it has not.  I'm a very unsatisfied customer of Quickbooks Online.

dfebb
Level 1

Recurring Payments, not syncing

We are experiencing this issue as well although it is with Quickbooks Desktop.  It had worked for years and now we need to manually enter the invoices each month.  QB has not offered any help or solutions to this and we are continually frustrated for the last several months.  

cody_a
Moderator

Recurring Payments, not syncing

@dfebb I know how tedious it is to manually key in invoices every month when your recurring payments should be syncing automatically.

 

To get this resolved, I'm handing your case over to our Next Level Help team. They will review your Community comments and past support history to understand the full picture without making you repeat yourself. An expert will contact you within the next business day with the next steps to get this working smoothly again.

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