How to Automate Payments in QuickBooks
Learn how to automate payments in QuickBooks.
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Click Plus symbol, choose Sales Receipt
Choose a credit card as payment method
Enter a name for the template, one you'll recognise.
Choose Scheduled as the Type
Enter the interval QuickBooks will use to charge the customer
For example, you could automate the charge for every Wednesday starting on 01/06/2016.
Enter the Start date for the automated charges
Now enter how many times you want to charge your customer (occurrences).
To make this legal, you'll need your customer to sign an authorisation form giving you permission to charge their credit card automatically
If some things change, you can edit or delete recurring transactions. From the Gear menu, click Recurring Transactions
Select the recurring transaction you want to change and click Edit
You can change anything you want, like the interval or the amount
If you want to stop this automatic transaction, go back to the list of Recurring Transactions For the transaction you want to delete, click the drop--down and select Delete.