How to Automate Payments in QuickBooks

Learn how to automate payments in QuickBooks.

Don't have QuickBooks Online?

Start My Free Trial

Open step-by-step instructions

Read step-by-step instructions

Click Plus symbol, choose Sales Receipt

Select a customer

Select a product

Choose a credit card as payment method

Click Make recurring

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).

Click Save template

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.

Advertisement