How To Automate Payments in QuickBooks

Want to spend less time billing your customers and get paid faster? If you need to charge customers or members automatically every month, learn how QuickBooks can save you time with recurring sales transactions.

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Open step-by-step instructions

Read step-by-step instructions

Click the Plus symbol and choose Sales Receipt.

Select a customer.

Select a product.

Choose a card as payment method.

Click Enable recurring payments.

Enter a name for the template, one you’ll recognise.

Choose Scheduled as the Type.

Enter the interval QuickBooks will use to charge the customer.

For example, you could automate the charge for every Wednesday starting on 01/06/2016.

Enter the Start date for the automated charges.

Now enter how many times you want to charge your customer (occurrences).

Click Save template.

To make this legal, you’ll need your customer to sign an authorisation form giving you permission to charge their card automatically.

If some things change, you can edit or delete recurring transactions. From the Gear menu, click Recurring Transactions.

Select the recurring transaction you want to change and click Edit.

You can change anything you want, like the interval or the amount.

If you want to stop this automatic transaction, go back to the list of Recurring Transactions. For the transaction you want to delete, click the drop-­down and select Delete.

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