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arkvalleyinfo
October 16, 2018
Solved

Is it possible to set up a client to make automatic recurring monthly ACH payments through Quickbooks to my company?

  • October 16, 2018
  • 9 replies
  • 0 views
Original commenter did not share additional details
    Best answer by PreciousB

    Hello lauren,

    It is my pleasure to assist you today​.

    That's something you can definitely do with your QuickBooks Online. Let me show you how to set up recurring ACH payments in QuickBooks Online.

    Here's how:

    1. Click the Gear icon at the top.
    2. Select Recurring Transactions, and click the New button.
    3. Choose the Sales Receipt under Transaction Type, and click OK.
    4. Enter the template name, and choose Scheduled as the recurring type.
    5. Choose a customer.
    6. Under the Interval section, choose Monthly on day 1st of every 1 month(s).
    7. Enter the Start date and the End.
    8. Select the correct Payment method.
    9. Enter the needed information, and click the Save template button.

    Let me know if you require any further information, we're here to answer them and help you out.

    9 replies

    PreciousB
    PreciousBAnswer
    October 16, 2018

    Hello lauren,

    It is my pleasure to assist you today​.

    That's something you can definitely do with your QuickBooks Online. Let me show you how to set up recurring ACH payments in QuickBooks Online.

    Here's how:

    1. Click the Gear icon at the top.
    2. Select Recurring Transactions, and click the New button.
    3. Choose the Sales Receipt under Transaction Type, and click OK.
    4. Enter the template name, and choose Scheduled as the recurring type.
    5. Choose a customer.
    6. Under the Interval section, choose Monthly on day 1st of every 1 month(s).
    7. Enter the Start date and the End.
    8. Select the correct Payment method.
    9. Enter the needed information, and click the Save template button.

    Let me know if you require any further information, we're here to answer them and help you out.

      A
      arkvalleyinfoAuthor
      October 16, 2018
      So even though it is setup and labeled "Sales Receipt" it will take the necessary actions to draft the account as needed?
      B
      branislav
      October 26, 2018

      This is not solved.

        C
        Charies_M
        October 26, 2018

        Hello there, @brainslav.

         

        I want to make sure this gets taken cared of.


        That's something you can definitely do with your QuickBooks Online.

         

        In QuickBooks Online (QBO), we can set up automatic recurring ACH payments for a client. The steps are provided by my colleague @PreciousB.

         

        In addition, you'll need to choose Check as your payment method and select Authorization hyperlink. This is to provide your customer with the Bank Transfer Authorization Form. Make sure to check the box to ensure the payment will process each time a form is created using this recurring transaction.

        I've got you an article for more information about setting up recurring payments in QBO: https://quickbooks.intuit.com/community/Help-Articles/Set-up-recurring-sales-receipt-in-QuickBooks-Online/m-p/186017

         

        Should you have more queries about how recurring ACH payments works in QuickBooks. I'll be around to help you out.

         

          I
          InLattice
          November 2, 2018

          If you already have an ACH account with your bank and you want to create ACH/NACHA file to process Customer Payments / Vendor Direct Deposit using QuickBooks Online/ QuickBooks Desktop data like bills created in QuickBooks, customer invoices created in QuickBooks, you can use Intuit approved third party applications.

           

          Customer payment NACHA file can be created based on QuickBooks customer invoices with no additional data entry is also supported.

          See Intuit's app center at https://apps.intuit.com/app/apps/appdetails?shortName=app-b7rhf97pmg.

          Megan-Payorcrm
          Megan-Payorcrm
          November 24, 2018

          Short Answer : You can't for ACH from within QB

           

          Although you can use an external app to do that for you .You can use the free version of PayorCRM if the number of customers to be setup for auto ACH payments are 3 or less - https://apps.intuit.com/app/apps/appdetails?shortName=payorcrm&

          M
          Malcolm Ziman
          November 24, 2018
          @Megan-Payorcrm wrote:

          Short Answer : You can't for ACH from within QB

           

          That is wrong. You can ACH from within QB (Online), for free, unlimited payments.  

          J
          jamesatmodern
          January 1, 2020

          I'm going to piggy back here. I have two clients set up as automatic payments using credit cards. I cannot figure out how to edit it going forward. I can only see the ones that have already posted so I dont want to edit those.... where do the fugure sales receipts live that I can edit? or if I wanted to cancel it, how would I do that? All I see are the ones that have already billed and I wouldnt want to void or delete those. Help!?

          BettyJaneB
          BettyJaneB
          January 1, 2020

          Welcome to the Community, @jamesatmodern.

           

          You can make changes into your recurring payments by logging in to your Merchant Services Account. The option to edit any customers' payment details is available on its home page.

           

          To do that:

          1. Login to your Merchant Service Center.
          2. Click on the Manage Recurring Payments option at the button.
          3. Refer the Existing transaction of your customer and edit it from there. 

          If you need to cancel a payment that has been processed, you'll need to get in touch with our Merchant Services Team. They can pull up your account and process the cancellation for you.

           

          On the other hand, if you're using QuickBooks Desktop, you can edit the transaction by following the steps found in this link: Modify existing recurring payments

           

          Let me know if you have any other questions. I always have your back and happy to help. Thanks for reaching out, wishing you all the best!

          M
          mimi-jelly
          January 3, 2020

          Can I collect ACH payment from my customers in quickbooks self-employed, not the quickbook online. 

          ShallyMarR
          ShallyMarR
          January 3, 2020

          Hello, mimi-jelly.

           

          Thanks for joining here in the Community.

           

          Yes, you can collect ACH payment from your customers in QuickBooks Self-Employed if the status of the application is Approved. It may take up to 3 business days to get the decision of the application, then you'll be notified thru your email.

           

          However, if you haven't received an email within the time frame, I'd recommend contacting the Merchant Services Team to check your status of the application.

           

          Here's an article for more information about recording payments in QuickBooks Self-Employed: Let your clients pay you online.

           

          You can check this article for future reference to know more about ACH payments in QuickBooks Self-Employed: Add contractor direct deposit info in QuickBooks Self-Employed.

           

          Fill me in if you have other concerns or questions by leaving a comment below. I'd love to help. Have a great day!

          B
          babb123
          January 29, 2020

          I figured it out! Make sure you have a customer selected. If you're just testing with a blank recurring template like I was, when you select "credit card" in the payment method it works as it should. But if you select "check" as the payment method, the "enter bank info" button will NOT appear until you select a customer. Then it will appear, so it made me think it was broke until I figured that out. I think that's a lot of the misunderstanding going on here. So it does work as of today, just make sure you enter the customer name and info first, then select check as the payment method.

            O
            ourjoyfullife
            June 25, 2020

            Is it possible to set up recurring payments to be applied to one invoice? 
            For example; one invoice in the amount of $2000. I would like to set up ten payments of $200 to be applied to the one invoice. 

             

            So far I only see the option to produce a new invoice(sales receipt) each time.

            I hope this can be done! Thank you!

            R
            rvrfrf
            June 25, 2020

            Hello, and welcome to the Community, ourjoyfullife.
             

            Multiple payments that have been taken can be applied to an open invoice, so yes you can apply different recurring transactions from a customer to one bill.

            If you use QuickBooks Payments, Intuit handles everything after a customer pays for their invoice. Each payment will be processed and categorized into it's correct account. In the event that you're not using merchant services with us, there isn't a way to set these records up for automatic syncing with invoices.

            I've included an extensive article which covers more information about recurring transactions and how they work: Using recurring transactions in QBO
             

            I'll be here to help if you have any other questions. Enjoy the rest of your day!

            P
            Progressive Researcher
            April 12, 2023

            Yes, it is possible to set up a client to make automatic recurring monthly ACH payments through QuickBooks to your company. QuickBooks is a popular accounting software with QuickBooks advanced features  that offers a variety of features for managing financial transactions, including the ability to set up automated payments.

            To set up recurring monthly ACH payments through QuickBooks, you will need to follow these steps:

             

            1. Verify that your company's bank account is set up for ACH payments: Before you can set up  ACH payments in QuickBooks  automatically, you will need to ensure that your company's bank account is set up to accept ACH payments. This may involve providing your bank with your company's ACH payment information, such as your bank's routing number and your account number.

            2. Create a customer profile in QuickBooks: If your client is not already set up as a customer in QuickBooks, you will need to create a customer profile for them. This will involve entering their contact information, payment terms, and other relevant details.

             

            1. Set up the recurring invoice: In QuickBooks, you can create a recurring invoice that will be automatically generated and sent to your client on a monthly basis. This invoice will specify the amount and due date of the payment, as well as any other relevant payment details. You can also customize the invoice template to include your company's branding and other relevant information.

             

            1. Enable ACH payments for the customer: In the customer profile, you can specify that your client should make payments via ACH. You can enter their bank accounts information, such as their bank's routing number and their account number, in the customer profile. This information will be used by QuickBooks to process the ACH payments.

            2. Set up the payment schedule: In the recurring invoice, you can specify the payment schedule, including the frequency (monthly), start date, and end date (if applicable) for the recurring ACH payments. You can also specify the payment method as ACH, and QuickBooks will automatically process the payments according to the schedule you set.

            3.  

            4. Obtain authorization from the client: Before setting up automated ACH payments, it is important to obtain authorization from your client. This may involve obtaining a signed authorization form or obtaining their consent via email or other written means. The authorization should clearly outline the terms of the recurring payments, including the amount, frequency, and duration of the payments.

             

            1. Test the setup: After setting up the recurring ACH payments, it is recommended to test the setup to ensure that everything is working correctly. You can do this by processing a test payment and verifying that it is successfully processed and recorded in QuickBooks.

             

            Once the setup is complete and tested, QuickBooks will automatically generate and send the recurring invoice to your client on the specified dates, and process the ACH payments according to the schedule you set. This will allow your client to make automatic recurring monthly ACH payments to your company, streamlining the payment process and helping to ensure timely and efficient payments.

             

             

             
             
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