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9130349784297916
Level 1

Can you help me set up recurring monthly dues to members and have them pay with an ACH transfer?

How does the ACH transfer work with QBs?
1 Comment 1
BettyJaneB
QuickBooks Team

Can you help me set up recurring monthly dues to members and have them pay with an ACH transfer?

I'd be happy to help you in setting up recurring monthly dues for your customer and have them pay with an ACH transfer, @9130349784297916.

 

QuickBooks Online lets you set up recurring transactions for your entries in the system. You can create a template and set up the payment method that you desired. Know that this option is only available to the QuickBooks Online Essentials and Plus versions.

 

To learn more about this process, you may scan through this link: Create recurring transactions in QuickBooks Online.

 

On the other hand, if you also want a recurring monthly charge for an ACH, this can be done by creating a sales receipt. Before doing so, please know that Visa and MasterCard guidelines require you to have written authorization from customers.

 

To create a recurring sales receipt for monthly ACH charges, please follow the steps below:

  1. Click on the Gear icon and choose Recurring Transactions.
  2. In the upper right, click on New.
  3. Select Sales Receipt as the Transaction Type and click on OK
  4. Enter in a Template Name, which helps identify what the template is for.
  5. Press on Scheduled in the Type field.
  6. Select the customer from the Customer drop-down and verify the email that populates.
  7. Enter the information for the schedule.
  8. Select a Payment method.
  9. Enter the line for the product or service and amount.
  10. Select Save template

To learn more about setting a recurring sales receipt, you can refer to this article: Recurring Sales Receipt.

 

On the other hand, when setting up recurring payments you'll need to enter all the necessary details required on the Set Up Recurring Payment page. In the Payment Method of the said page, you'll be asked to put a check-mark on the I have the signed authorization from customer to process this card box. Just click the link to view and print the PDF file of the authorization form.

 

Let me guide you on how to get on that page:

  1. Log in to your Merchant Services account.
  2. Click on Create a Recurring Payments at the bottom. 
  3. Enter the data needed on the Set Up Recurring Payment page.
  4. Click the signed authorization link in the I have the signed authorization from customer to process this card option. 
  5. Print the authorization form and complete the merchant sections. 

For complete details about this process you can always visit this reference:Authorization form for recurring payments.

 

If there's anything else that I can help you with, please let me know in the comment section below. I'll be around to address them for you. Keep safe!

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