QuickBooks Desktop makes it easier to carry out accounting and bookkeeping operations, such as creating tax reports and depositing paychecks. Moreover, the QuickBooks recurring ACH payments feature automates receiving money from clients without extra effort. With this feature, you don’t have to worry about sending invoices to clients at specific intervals. Once recurring payments are set up in QuickBooks, you can be assured that your clients and customers will receive the invoices on time. This blog will discuss how to set up recurring payments in QuickBooks Desktop or Online.

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The recurring payments are helpful when a company pays a consumer or client on a regular basis. QuickBooks recurring ACH payments automate receiving money from clients. This adds the customers' credit or debit cards and electronically gets the payments. It is similar to the recurring subscriptions of paid services, where you are deducted a set amount every month. In this scenario, however, the customer debits the amount and is credited to your bank account.

This is how you can set up recurring payments in QuickBooks Desktop for invoices, payments, or sales receipts:

Click on Customers, and then choose Credit Card Processing Activities.

Now, click on Set up recurring payments.

In the search field, browse the name of your customer. 

You can click on Add New to add a customer if the customer is new.

Now, in the invoice type section:

Choose the Itemized List option if you need the invoice and payment and fill in the details.

Choose the amount only option if you need only the sales receipt and enter the amount.

Now, fill in the details for the payment method and click Next.

Check all the information and terms of the payment methods and setup. Then, click on the Edit option to make any required changes.

Once ready, submit and save. 

Now, reopen the QuickBooks Desktop to sync the data with the server.

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QuickBooks Payments allows you to create templates for recurring expenses. Follow these steps to create QuickBooks recurring ACH payments:

Sign into your QB account.

Open Processing Tools.

Now, click on Create a Recurring Payment.

In the search field, browse for the name of your customer.

If you want to add a new customer, click the Add New button.

Now, fill in all the fields and click on Next.

Check all the information, terms, and payment setups per the authorization form.

Choose the Edit option if you want to make any changes to the recurring payments.

Once done, click Submit and Save.

Now, restart your QuickBooks to refresh the changes. This will create QuickBooks ACH payments for the particular customer. This way, you can add autopay for all the clients on QuickBooks Desktop or QuickBooks Payments. 

The above blog shall guide you on how to set up recurring payments in QuickBooks. However, if you get stuck in a method or have a query, you can contact our QB ProAdvisors. Dial +1-(855)-955-1942 and allow our QB advisors to resolve all QB-related queries.

Here are some important Q/A related to how to set up recurring payments in QuickBooks.

Q1: How can I set up recurring payments for customers in QuickBooks?
A: Go to Create (+) > Sales Receipt > fill in details > click Make Recurring. Customize the schedule, then save the template.

Q2: Can QuickBooks automatically charge customers on a regular basis?
A: Yes, by setting up a recurring sales receipt with a saved payment method, QuickBooks will auto-charge customers as per your set schedule.

Q3: Where is the recurring transaction feature in QuickBooks?
A: You'll find it under the Gear icon > Recurring Transactions. From here, you can create, edit, or manage all automated billing setups.

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Q4: Do I need QuickBooks Payments to set up recurring charges?
A: Yes, to auto-charge a customer’s card or bank, QuickBooks Payments must be enabled and the customer’s payment info saved securely.