I don't see the link to the form??  Did I miss it?

It's good to see you here in the Community, @Swarbricks.

Let me provide to you the link to get a credit card authorization form for your customer.

You can follow the steps and download the form from Intuit Merchant Service through this link: https://merchantcenter.intuit.com/wapweblet/ims-mp-help/en/qbms/svc_mp_explain_auth.html.

This article might also help you with your credit card authorization form: Set up a Recurring Sales Receipt.

Please know that I'm just a post away if you have any other questions about the authorization form. Wishing you and your business continued success. 

Where is it??  

Hi @K_PS,

Allow me to join this conversation and clear things up on where you can find the ACH authorization form.

You'll have to create a recurring sales receipt template first to get a hold of the form. Let me show you how:

1. Go to the Gear icon, then select Recurring Transactions.
2. Click New.
3. From the Transaction Type drop-down box, select Sales Receipt, then OK.
4. Enter a Template Name.
5. From the Type drop-down box, select Scheduled.
6. Select the customer’s name from the Customer drop-down box. Then, verify the email.
   • Note: You can select Automatically send emails to send notifications to your customer when you process their payment.
7. Set the interval. For example, if you need a sales receipt every first day of the month, the interval is Monthly on day 1st of every 1 month.
8. Enter the Start and End Date.
9. From the Payment method drop-down box, select Check.
   • Note: Select the Authorization hyperlink to send the Bank Transfer Authorization form to your customer. Check the box to ensure the payment will process each time a form is created.
10. Select Save template.

After printing the authorization form, follow the steps listed on the link shared by @Mark-R above: Authorization form for recurring payments.

In case you'd like to know where you can get the authorization form for credit card billing, take a look at this article: Set up a recurring sales receipt.

Do you have any other questions in mind? Post them in the comments below, and I'll get back to you.

Have there been any updates on this?  We manage a couple hundred or more recurring transactions and deal with rejections monthly because clients have received new cards.  There has to be a better way to automate this. Does anyone know if QBO offers a way to obtain online cc info and signatures or is planning to in the future?

Hello @lisadye,

As of the moment, there isn't an integrated way of updating the credit card information for clients' recurring payments.

In the meantime, you can consider manually editing the credit card information of your clients after receiving their new card. To do so:

1. Log in to your Merchant Services account.
2. Go to the Recurring Payments section.
3. Select Manage Recurring Payments.
4. Find and open the template of your customer's recurring payment.
5. On the Payment Method section, click Edit.
6. Enter your customer's new credit card information.
7. Click Save.

In addition, here's an article you can read to learn more about your clients' recurring payments: Create a Recurring Credit Card Payment.

Also, you'll want to manually update the signature or authorization for your clients' recurring payments. You can read this article so you'll be guided on how to do the task: Authorization for Recurring Charge.

Lastly, I've included this helpful article in case you have some questions about your clients' recurring payments: Recurring Credit Card Payment FAQs.

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

I can't believe this is your solution. How do you expect us to do online transactions? Call the customer and ask for their credit card information? Yeah, thats going to work... I think this may be a deal breaker.

I agree. For any business that has multiple recurring transactions, this is a critical gap that QBO does not provide.

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@ctbratt wrote:

I can't believe this is your solution. How do you expect us to do online transactions? Call the customer and ask for their credit card information? Yeah, thats going to work... I think this may be a deal breaker.

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Need authorization code for re-purchase of backup feature of our Quickbooks.

Roger Anderson ([email address removed]).

Gilbert J. Martin Foundation

Hello, @Cesar12.

Can you tell me more about the concern that you have about the authorization code? That will surely help us provide an accurate solution to the concern that you're having.

You can click the Reply button below to add more details.

I'm looking forward to hearing from you soon! Take care and have a wonderful day!

...it's pretty straightforward. We want a fu(king form that we can send to clients. The form should allow the client to input c.c. details.

This is asinine. . .your authorization form DOES NOT EXIST.

You guys have zero problems raising monthly dues and charging out the taint for useless features...but I'll be damned if you can accurately answer a "community" post within two years.

Please provide the tools necessary for individual business owners actually to succeed rather than wasting our fu(king time fighting you guys for a reasonable response. 

Good evening, @Just-Want-Q-B-O-To-Work. 

I appreciate you coming on this thread and expressing your concern. 

As a workaround, you can set up auto-pay for your customer for recurring invoices. Review the Help your customers set up Autopay in the guide below for more details: 

Set up Autopay for recurring invoices in QBO 

Feel free to reach back out if this doesn't work for you either. I'm only a comment away if you need me. Have a great day!