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Join nowWe have over 2,000 customers. We have 5 different days per month when we receive recurring payments. The same customers pay on the same day every month and they are the same amount. Is there a way to automate these payment receipts in QuickBooks so that I do not have to enter each payment manually? Even if I need to go into each one and assign it to a particular invoice, that is fine. We draft the payments straight through our bank, so that is not an issue. I just need a more time-efficient way of entering all of these payments every month.
Hey there, @cmherko925.
Thanks for reaching out to the Community.
At this time, there's no way of doing this automatically for you. I understand how this could be beneficial for you and your business. If you'd like, I can submit product feedback to our developer team, so this could be considered in a future update.
Please let me know if you have further questions or concerns. I'll be here to help you every step of the way. You can always reach out to us here in the Community anytime you find you need assistance. Take care!
If your customers are located in the US, explore this payment service for your automated recurring billing with ACH payments.
https:// melio.grsm.io/quickbooks
If your customers are located in the US, Canada, and EU; you may need a more advanced billing app.
https:// mbsy.co/DJtTL
Unfortunately both apps only support QB Online. You may need a 3rd party importer tool for your QB desktop.
https:// transactionpro.grsm.io/qbd
Hope it helps.
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