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February 25, 2022
Question

Is there an easy way to report on clients that have set up gocardless direct debits that have not had the radio button in quickbooks turned on for their account

  • February 25, 2022
  • 1 reply
  • 0 views
It seems very time consuming to go through each customer on quickbooks to change the flag to collect by DD once they've completed the gocardless mandate online

1 reply

February 25, 2022

Thanks for giving detailed information about your concern, Dizzy9565.

 

Right now, you'll need to go to each customer's profile to change the flag to collect by DD. We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. In the meantime, I recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates.

 

To send feedback, follow the below steps:

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

You may also visit our Feedback forum page. From there, you can see a list of other QuickBooks users who already suggested this feature, as well as the recent updates in QuickBooks.

 

To know more about the GoCardless feature, here are some articles that you can visit:

 

If you need anything else, please let me know. I want to help in any way I can.