QuickBooks Online How-To: Setting Up Automatic Recurring ACH Payments

Tired of having to remember to send invoices? Tired of waiting on client payments? Enter Recurring ACH payments. They're convenient, easy, automatic, and they have the possibility to drastically improve your cash flow.

[JacobGagoOfficial]

been looking all over for the answer @4:20 thank you so much

[blackunicornmerch]

THANKS, MAN! Super helpful. I just leveled UP! *HIGH FIVE*

[genieshag]

Hi Nate! Are you able to set up recurring payments using an invoice or only with a sales receipt? Which one is better to use if you can use both to set up recurring payments? I tried the invoice route and my customer only saw the option to “save this payment method for future payments”. Thanks in advance!

[gelica]

I followed this video to set up a payment for my customer. it processed 2x successfully. I need to edit it each time as it's a different amount each time. It did not process correctly this very last time. I went back over the template and it says "check" and the account was undeposited funds, whereas previously I noticed I used my bank account as the "deposit to" account. I checked the box to process the transaction and the customer's bank info was correct. The dashboard still says the next date is a previous date. The interval and start date is correct as I set it up for the future when I edited it. Any idea on what I did wrong this time? was it leaving "undeposited funds" the issue?

[SwagatW]

Is there a ACH Form which we need to get signed from clients first? If yes where can I find it in QBO

[qpDarKqp]

Great video Nate! This 100% just verified to me that quickbooks allows ACH Payments. Does this come in the basic version of quickbooks (Starter)? Or do I require essentials or plus? Thanks again Nate! =) V/r, ~Ben

[Prokutzlawncareandlandscaping]

Thank you. Is this for this first subscription or the advanced one? Like can I do this in the basic one?

[chytealthedeal]

I'm using the QBOA and setting my clients up as Simple Start. Can I do this with them or they have to be in Essentials?

[mc]

Im in a situation where its a different amount each month based on a percentage of revenue. I was thinking of using quick books sync to excel to calculate out the ach amounts is there a way to import those amounts back into quickbooks as least load them into ach screen then go through and process?

[aqualab]

Question- when you set up recurring credit/debit card payments does it make them sign the same form? Can they sign it electronically or they have to print it and scan and email it back?

[ValerieBachman]

i am having an issue with rejected bank payments. The instructions to fix it do not fix it...Quick books paid the invoice originally and then it bounced so now i have a paid invoice that is not really paid. and a deduction with fee .. I cant reconcile that month ...

[activedigitalmkting]

I have the Simple Start Plan right now. Is this possible with that? It seems to be asking me to upgrade, but not sure to what level...

[NassirHajjawi]

How do I setup recurring ach payments for an existing client invoice. For example a client owes me $500 and I need to debit their bank account via ach $100/month. Any idea?

[reneserbon]

So I have clients in the States, and in Canada. My QBO only allows me to set payments like this for my Canadian clients - where I am. Is there a way I can set it up for my international clients as well... The States and the UK in particular?

[YunqHitta]

I don’t need recurring I jus need to pull money out there account one time when they go over miles or smoking fees in my vehicles I run a rental company

[troywhitney]

I’ve been waiting over a week for a large Quickbooks payment to process from my client. No idea how long it will take. This is unacceptable that they would keep me in the dark. I may have to ask them to stop payment. I would think twice before using Quickbooks as a payment solution. This is the very stressful and the company has NO response other than apologies and vague estimates of how long it is supposed to take. This should be illegal.