How to set up recurring payments in QuickBooks ?

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How to set up recurring payments in QuickBooks ?

If you connect the recurring payments in the QuickBooks, you can access the your QuickBooks Customer list and Items list to help of you fill out the recurring payment form the QuickBooks You can also have QuickBooks automatically create and pay the invoices for each actual payment processed.

 Create a recurring payment in QuickBooks

1.How you begin depends on whether or not you want to use QuickBooks:

  • If you will connect your recurring payments to QuickBooks, open QuickBooks and chooseCustomers > Credit Card Processing Activities > Set Up Recurring Payments.
  • If you will use Recurring Payments alone, sign in to theMerchant Service Center.

2.From the menu on any page, choose Processing Tools > Create a Recurring Charge.

  • Obtain your customer’s consent to charge their card repeatedly.To do so, have your customer sign an authorization form, provided for you on any Create Recurring Payment  Keep this form on file for your records.
  • Deliver goods and services as promised in the subscription plan you offer.You must deliver all items you promise, on the schedule you specify.
  • Provide your contact information, including email address on all email and web communications.Recurring Payment automated emails help you fulfill this requirement by automatically including your contact information on all auto-generated email messages.
  • Inform your customer BEFORE you make changes to pricing, payment terms or delivery of goods and services.If your customer doesn’t agree to the changes, he or she may cancel or suspend payment.
  • You may NOT misrepresent goods and services that you provide.

Hope this answer will be helpful for you. For more information about importing invoices into QuickBooks,dial our QuickBooks online support phone number+1-855-441-4417.

 

Answered on July 26, 2017.
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