Skip to main content
M
marvz
November 6, 2017
Solved

How do I get QBO to generate a credit card authorization form?

  • November 6, 2017
  • 1 reply
  • 0 views

Hi -- I've generated a Sales Receipt with QBO Mac for a recurring monthly donation from a funder. It did not generate a credit card authorization form. How do I do that? Thanks

    Best answer by AliciaRoy

    I followed these instructions and (a) there is no field called To Be Sent, (b) when I saved the transaction it again did not pop up an authorization form. Also, the recurring transaction does not have a credit card icon next to it as in the example. Help!


    I want to see if these features are specific to the browser version of QuickBooks Online. 

     

    Please go to the following website, hover your mouse over Sign In, and select QuickBooks Online: https://quickbooks.intuit.com/. Once you're logged in, please follow the steps in the article above and let me know if you see those options this time around.

     

    As for the payments service, this is required in order to accept the recurring donation. These payment accounts are set up as personal accounts, so I'm unable to recommend a person to enter in the business owner field. Whoever is selected will be held responsible for the account and will need to be the one to speak with support when it comes to discussing any account details, so perhaps someone from the board of directors can be chosen. This decision is completely up to the organization you're employed with. 

     

     

    1 reply

    M
    marvzAuthor
    November 6, 2017

    Also, I had to set it to start tomorrow, does anyone know how I can get it to charge the donor's credit card today?

    AliciaRoy
    AliciaRoy
    November 7, 2017

    Hi Marvz,

     

    I can help you with this recurring transaction. 

     

    Can you please verify that their credit card information was entered when you created the sales receipt, and that you chose Scheduled as the type on the recurring template? It's also essential that you enable pop-ups, as the authorization form opens up in a new window. 

     

    I look forward to getting this resolved. 

    M
    marvzAuthor
    November 7, 2017

    Yes, I entered their credit card info, and yes I chose Scheduled as the type. I set it to start on the 7th day of every month, but when I logged in to my account it lists the Amount as 0.00, why is that? And how can I tell if it successfully charged her today? It was supposed to charge her 1/12 of $2500 every month for 12 months.

     

    I did not enable pop-ups, how do I do that?

     

    Thanks,
    Marv

    Terms & ConditionsAccessibility statement