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DCINV
February 10, 2022
Question

How to specify payment method as Direct Debit / GoCardless on imported Invoices

  • February 10, 2022
  • 1 reply
  • 0 views

We're trying to use our CRM to send recurring invoices/transactions to QuickBooks. The invoices sync to QuickBooks absolutely fine, but there is no option to specify the payment method as Direct Debit. We're also Zapier users and there is no option here, either, to choose Direct Debit.

 

In QuickBooks Online we have the option to choose Direct Debit for those customers who have a mandate set up via GoCardless. All I want to be able to do is send an instruction from outside QuickBooks to toggle this radio button, but I can't figure out how to do it. Has anyone found a way? Can QuickBooks make this option available in it's Zapier or Scoro integrations?  

1 reply

A
Ashleigh1
February 10, 2022

Hello DCINV, 

 

Welcome to the Community page, 

 

So for the first part that is not something we can help you with, if the import data is coming from a 3rd party, its up to their software to prepare the data to send to us, if they don't prepare something to work in the payment method field, its not our responsibility at quickbooks to fill it in, its technically not a mandatory part either, so if its missing, it wont affect the transaction, so you might want to look into that more. 

 

as for the second part of your question, it sounds like you want to turn off the Go Cardless direct debit payments option for a particular customer? If that is the case, that isn't possible to do so without removing the mandate from the customer itself, it'll always try to take it via Go Cardless so long as the Direct Debit mandate is established. 

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DCINVAuthor
February 10, 2022

Thanks for getting back to me so quickly and for the welcome!

 

The 3rd party data we're sending to QuickBooks does specify that the payment terms are Direct Debit but there doesn't appear to be an option (e.g. using Zapier) that will let us send an instruction to toggle on the 'Use Direct Debit' radio button that is for the GoCardless mandate. Unfortunately, if this button is not toggled on, even if there is a mandate for the customer, the payment for the invoice is not collected.

 

I've corresponded with GoCardless and they've said that QuickBooks would have to make this accessible to the partners they have integrations with (e.g. Zapier). Could this field be added to the 'Update invoice' action in Zapier?

M
Mark_R
February 10, 2022

Welcome back, @DCINV.

 

Allow me to provide additional information about importing data from a third-party app.

 

QuickBooks only depends on the data imported from a third-party app. Since you want to add a field (Update invoice) in Zapeir, I recommend reaching out to their support team. They may look into this suggestion and consider adding it in the future.

 

You might have questions about GoCardless Direct Debit. This article will provide you with the answers: Learn more about GoCardless Direct Debit for QuickBooks.

 

Please visit our Community Forums if you need further assistance with the QuickBooks integration. I'm still open to your replies, @DCINV.

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