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To do so, enter item names in the Search for item(s) box. If you chose to auto-generate invoices, you must itemize each invoice this If you chose to have QuickBooks auto-invoice, add invoice items. You'll get a chance to set QuickBooks options in a minute.) Items appear only on QuickBooks invoices. Notifications sent when each payment occurs. MoreĮnter a Name for the recurring payment that helps identify what it's for. Must be able to find the customer in your QuickBooks file. To fix this, make the customer active again. Note: If you choose a customer and later make thatĬustomer inactive in QuickBooks, your recurring payments report shows theĬustomer. To create a new customer, click Add New and complete the InvoicesĪnd payments that a recurring payment automatically generates in QuickBooks always You can only choose the customer, not a job. Payments currently bills only in US Dollars. Warning: Don't choose a customer assigned a foreignĬurrency in QuickBooks. If not, it keeps a running list of customers you've entered Up Sync Manager, this customer list draws directly from your QuickBooksĬustomer list. To find and select an existing customer, type the name in the Customer field Sync Manager to connect to QuickBooks, follow these steps to set up a recurringįrom the menu on any page, choose Processing Tools > CreateĮnter an existing or create a new customer. All you need to do is setĪfter your customer returns the completed authorization form, and you've configured You can also have QuickBooksįor each actual payment processed. To help you fill out the recurring payment form. If you connect recurring payments with QuickBooks, you More about your responsibilities as a merchant. You set up a recurring payment, you must get a signed authorizationįorm from your customer. Just upgraded from Automatic Credit Card Billing? Here's what you should do first. Set up a recurring payment Create a recurring payment