Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
treasurer183
Level 1

Can someone tell me where the old "manage recurring payments" screen is? I have customers whose cards are charged quarterly but I am unable to find the option now.

I have several customers/members whose cards are on file and are charged quarterly for their union dues. I am unable to find the "manage recurring payments" screen who I used to find under Account and Settings/Advanced. Can someone help?

1 Comment 1
EduardA
QuickBooks Team

Can someone tell me where the old "manage recurring payments" screen is? I have customers whose cards are charged quarterly but I am unable to find the option now.

I can show you two ways to get to the Manage recurring payments screen in the new QuickBooks interface, treasurer183.

 

The Manage recurring payments option is found within the Recurring transactions page.

 

The quickest way is via the Gear icon on the main page:
 

  1. Go to the Gear icon in the upper right corner.
  2. In the Lists column, select Recurring transactions.
  3. On the Recurring Transactions page, Manage recurring payments option is on the upper right side, just above the Action column.

 

Alternatively, you can access the Manage recurring payments page by hovering through the My apps menu, then hover again to Accounting, then select Recurring transactions.

 

 

Should you have additional concerns, feel free to drop a comment.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us