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Intuit

Create a recurring credit card payment

Learn how to create a recurring credit card payment.

QuickBooks lets you collect fast and secure payments from your customers based on agreed-upon terms. We'll show you how to set up recurring credit card payment so you can save that extra time on payment collection.

 Important: Ensure approval from customers and have them sign the authorization form before setting up recurring payment. To get the authorization form, select the Authorization Form link on the Create recurring payment page to download a PDF file that contains the terms of the recurring payment. Send or give the form to your customer to complete, then retain for your records.

Here are some reminders before you start:

  • Make sure to have a QuickBooks Payments account linked to your QuickBooks Desktop.
  • QuickBooks Online uses a different process for recurring payments, check out recurring sales receipt for more info.
  • Recurring payment setup for bank transfer transactions isn't available at this time.
  • Since recurring transactions aren't swiped, they're processed at a keyed rate.
  • You'll receive a notification on your primary contact email every time you process a transaction. Need to update your email? Check out update business and account information to learn more.

Create a recurring credit card payment

There are two ways to start recurring credit card payments: from inside QuickBooks and from your QuickBooks Payments account.

Set up from QuickBooks Desktop

This process lets you create a recurring payment for an invoice, payment, and sales receipt.

  1. Go to Customers, then select Credit Card Processing Activities.
  2. Select Set Up Recurring Payments.
  3. Find the name of your customer on the search field. If it's a new customer, select Add New.
  4. Under Invoice Type
    1. If you want an invoice and payment, select Itemized List, then fill out the fields.
    2. If you want a sales receipt, select Amount Only, then enter the amount.
  5. Fill out the fields under Payment Method, then select Next.
  6. Verify all info and terms of the payment setup matches with the signed authorization form, then select Submit to save or Edit if you need to make changes.

Note:

  • If you update your customers info, make sure to close and re-open your QuickBooks to sync data with our system. Recurring charges usually occur at midnight of the transaction date and may take up to a few hours to sync.
  • Check out the frequently asked questions for recurring payments in QuickBooks Desktop.

Set up from QuickBooks Payments

This process lets you create a recurring payment for a sales receipt.

  1. Sign in to your account, then go to Processing Tools.
  2. Select Create a Recurring Payment.
  3. Find the name of your customer on the search field. If it's a new customer, select Add New.
  4. Complete all the fields, then select Next.
  5. Verify all info and terms of the payment setup matches with the signed authorization form, then select Submit to save or Edit if you need to make changes.

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