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T
TimCA
September 15, 2024
Question

How to set up ACH recuring payments / invoices.

  • September 15, 2024
  • 1 reply
  • 0 views

Good morning,

I am taking over as treasurer for a non profit.  We collect monthly dues from our members to support our operations.  Is there a way to set up a member for recuring auto ACH monthly or annual dues?  Now we send invoices either monthly, quarterly or annually, the time spent following up on billing is killing me.  Most members would love to have it either auto draft from a credit card or ACH. IE one time sign up then auto just like other drafted bills.  Is this posable with QuickBooks? If so how?

 

Thanks

Tim

1 reply

C
CarlSJ
September 15, 2024

I can help you set up ACH recurring payments and invoices in QuickBooks Online (QBO).

 

Automating sales receipts reduces the time spent on manual data entry and repetitive tasks. Once set up, the system automatically generates and processes receipts at the specified intervals:

 

  1. Go to the Settings icon and select Recurring Transactions.
  2. Click New and select Sales Receipt for the Transaction Type.
  3. Enter a Template Name.
  4. Select the Type dropdown, and choose Scheduled.
  5. Ensure that you've set up members as customers in QBO.
  6. For the Payment Method, select ACH.
  7. Fill out the rest of the required details. 
  8. Select the Save Template when done.

 

For more detailed information about making recurring sales receipts in QBO, please refer to this article: Create a recurring sales receipt.

 

On the other hand, we also have the option to set up Autopay for recurring invoices. With QuickBooks Payments, this ensures that payments for recurring invoices will processed on time.

 

For future reference, you can utilize this article to learn how to get a list of all your recurring transactions and their associated accounts in QBO: Review your recurring transactions.

 

I'm here to help with additional questions or concerns about setting up ACH recurring payments and invoices in QBO. Have a good one.

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