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info79
Level 1

Can I set up automatic payment with Quickbooks? If so then how?

 
3 Comments 3
MarshallA
Intuit

Can I set up automatic payment with Quickbooks? If so then how?

Hello,

 

Not with Simple Start.  If you upgrade to QBO Essentials, you can setup recurring transactions for almost all of the transaction types in QBO.  Invoices, Bills, Expenses, Checks, etc.

spanishteatime-g
Level 1

Can I set up automatic payment with Quickbooks? If so then how?

I do have QBO Essentials.

How can I charge clients the same amount every month automatically after I send the first invoice and they paid it and checked the saved my billing information?  

AnneMariee
QuickBooks Team

Can I set up automatic payment with Quickbooks? If so then how?

Hello there, 

 

I'd be glad to walk you through the process of charging your clients automatically every month in QuickBooks Online.

 

In QuickBooks Online, you can create templates for recurring transactions like recurring invoices. This allows your customers to receive an invoice automatically, depending on how you've set the template up.

 

Let's set up a recurring invoice together. First, create a template. Here's how:

 

  1. Go to Settings.
  2. In the LISTS column, select Recurring transactions.
  3. Click New.
  4. Choose the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Pick a Type: Scheduled, Unscheduled, or Reminder.
  7. Complete the fields and select Save template.

 

Once done, you'll need to set up automatic payments for recurring invoices. This allows your customers to pay you quickly and easily. You can find more information in this article: Set up Autopay for recurring invoices in QuickBooks Online.

 

For more detailed instructions on setting up recurring transactions in QuickBooks, please refer to this article: Create recurring transactions in QuickBooks Online.

 

To get a comprehensive overview of your customers and sales, you can run reports in QuickBooks. Here's an article that explains how to do that: Run reports in QuickBooks Online.

 

I'm always here if you have further questions about recurring invoices in QuickBooks. Keep safe, and have a wonderful day!

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