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nesdaze
February 1, 2023
Question

How to Set Up Recurring Payments in QuickBooks Online Accountant

  • February 1, 2023
  • 1 reply
  • 0 views

Hello Quickbooks Community,

 

I currently have QuickBooks Online Accountant and I was wondering how I could set up a client for automatic monthly recurring payments. Is this possible on QuickBooks Online Accountant or do I need to use a third party service? I know on QuickBooks Online I have the option to set up online payments and credit cards with the client, but I don't seem to have that option on QBO Accountant. Any guidance on this would be really appreciated. 

1 reply

katherinejoyceO
katherinejoyceO
February 1, 2023

Hi there, @nesdaze.

 

At the moment, you can only add clients to your ProAdvisor Preferred Pricing plan and subscribe to QuickBooks for them. This lets you pick the products that best fit their needs. Learn more about ProAdvisor Preferred Pricing.

 

Here's how to add clients to QuickBooks Online Accountant. 

 

Visit us again for follow-up questions. I'll be around anytime you need help.

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