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denverb
Level 1

Where is the "Manage Recurring Payments Page"?

 
5 Comments 5
ShiellaGraceA
QuickBooks Team

Where is the "Manage Recurring Payments Page"?

Hello @denverb,

 

The "Manage Recurring Payments" page is only available in QuickBooks Desktop. If you have a merchant service account, you can access and manage recurring payments by following these steps.

 

  1. Go to Merchant Service Center and sign in.
  2. Choose Processing Tools, and then Create a Recurring Charge.
  3. Select Create a Recurring Payment to set up a new charge, or Manage Recurring Payments to edit, schedule, and manage your recurring charges.

 

I've got a handy article about recurring payments with FAQs for more information. You can also check these video tutorials for additional reference.

 

Should you have other questions or concerns, feel free to comment anytime. Thank you for posting and more success to your business.

denverb
Level 1

Where is the "Manage Recurring Payments Page"?

This did not answer my question. I figured it out myself.

I have another question:

Why am I sent an email (from QuickBooks Community) asking "Did it solve your problem?" without being given any way to answer? (It is sent from a no-reply email address.)

katherinejoyceO
QuickBooks Team

Where is the "Manage Recurring Payments Page"?

Thanks for coming back and for letting us know that the resolution shared didn't resolved your issue, @denverb. But I'm glad to hear that you're able to figure it out by yourself. 

 

The email you received is a system-generated notification letting you know that somebody from the Community team has answered your post so you can go back to it and review the answer. That way, you can add your comment below to notify us so we can provide you with another resolution in case it didn't help. 

 

Also, the Community is a public forum that everyone can read and share insights. We always aim to resolve the issues and ensure not to leave anyone hanging. I'd also appreciate it if you can share with us how did you resolve your issue? It can also be a great help to others who have the same experience. 

 

Furthermore, I've included our Quickbooks Online Help Articles hub in case you'll need some easy steps for your "How do I?" tasks.

 

Let me know if you have additional questions. I'm always around here to help you more. 

alex110
Level 1

Where is the "Manage Recurring Payments Page"?

Ok, so the "Manage Recurring Payments Page" is only available in Quickbooks Desktop.  I am using Quickbooks Accountant Online, and I can't find where to manage recurring payments.  When I enter an expense at the bottom of the window is an icon "Make Recurring," but I don't see anywhere to "Delete Recurring" or "Modify Recurring".  Help!

DivinaMercy_N
Moderator

Where is the "Manage Recurring Payments Page"?

Hello there, @alex110. I'm here to help you manage recurring transactions in QuickBooks Online Accountant. 

 

To modify or delete a recurring transaction, you simply need to open the Recurring transactions page and select the correct template. Please know that changes you made may affect items, customers, and company settings. Once ready, refer to the steps below:

 

  1. In your QBO account, go to the Gear icon and select Recurring transactions.
  2. Once opened, look for the correct template you need to modify and select Edit.
  3. If you want to remove it, simply click the drop-down arrow under Action and choose Delete.

 

For reference, visit this article: Edit a recurring template. 

 

In case you need to personalize your sales forms to reflect more of your business identity, feel free to use this link as a guide: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

I'll be right here if you have any other concerns about managing recurring transactions. Don't hesitate to post again in the Community. Have a good day ahead.

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