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February 19, 2024
Question

Direct debit

  • February 19, 2024
  • 1 reply
  • 0 views

How do I get my debit card payment for practice management transferred to my direct debit for licences?

1 reply

Chris1929Author
February 19, 2024

Also will intuit remove the post flooding error as I could not post my query for 2 minutes while it waited for me to correct errors - nonsense

February 19, 2024

Thank you for reaching out to the Community, Chris1929

 

I've got some steps on how to change your payment method to direct debit in QuickBooks Online Accountant. Before you start, know that only an admin can update payment info for your account. Also, you'll need to update payment info in QuickBooks Online using a web browser. You won't be able to update payment information from the mobile app.

 

Follow these steps: 

 

  1. Go to the Gear icon located in the upper left corner. 
  2. Under the Your Company column, click Subscriptions & Billing
  3. In the Payment Information section, select Edit ✎.
  4.  Under Payment information, choose Direct Debit.
  5. Fill out the necessary billing information.
  6. Tick the checkbox if you are the only person required to authorize Direct Debit, or have submitted the Dual Signature Form
  7. Once you have read and understood the Direct Debit Guarantee, tick the checkbox.

 

I am leaving this material for you to utilize, as it contains a lot of necessary information that can help you: Set up Direct Debit in QuickBooks Online Accountant

 

Furthermore, you may want to learn how to add clients to your firm so you have easy access to their books. 

 

Let me know in the comment section if you want to ask anything else aside from this. We're always here to back you up. 

Chris1929Author
February 19, 2024

Hi my payment method is already direct debit in quickbooks - however to sign up to the new practice management module I had to enter my debit card details - how do I get this billing moved to my regular monthly direct debit?