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QuickBooks Team

Re: How do I set up recurring direct deposit bank payments from my customers?

Thank you for posting in the Community space, @rameet.


With our Recurring Transaction feature, you can set up automatic direct deposit bank payments from your customers. This is advantageous if you have a lot of customers that you charge for the same products/services simultaneously.

  1. Click the Gear icon.
  2. Under Lists, choose Recurring Transactions.
  3. Click New.
  4. From the Transaction Type drop-down, choose Invoice.
  5. Click OK.
  6. Set up and enter all the necessary information.
  7. Select Save Template.

For in-depth information, you can refer to this article: Create templates for recurring transactions.


Keep me posted on how these steps work out for you. I'm still here to help you more if you have more questions. Just drop a comment or mention my name. 

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