Also, I had to set it to start tomorrow, does anyone know how I can get it to charge the donor's credit card today?

Hi Marvz,

I can help you with this recurring transaction. 

Can you please verify that their credit card information was entered when you created the sales receipt, and that you chose Scheduled as the type on the recurring template? It's also essential that you enable pop-ups, as the authorization form opens up in a new window. 

I look forward to getting this resolved. 

Yes, I entered their credit card info, and yes I chose Scheduled as the type. I set it to start on the 7th day of every month, but when I logged in to my account it lists the Amount as 0.00, why is that? And how can I tell if it successfully charged her today? It was supposed to charge her 1/12 of $2500 every month for 12 months.

I did not enable pop-ups, how do I do that?

Thanks,
Marv

Can you please send me a screenshot of the template, crossing out any secure information the Community shouldn't see such as their first/last name, credit card info, etc.?

As for allowing pop-ups, you can run the Intuit Browser Health Checkup, and the last requirement will have a place to click for instructions: https://fixit.intuit.com/. 

I am using the Mac app, not a browser. How do I get the authorization form?

Also I deleted the old recurring transaction and I'm starting over as it looks like it charged her 0$ today. How do I get it to charge her today?

Here is the screenshot

I appreciate you sending this my way. Did you press "process this card" upon saving the bank/credit card details? This is another requirement for the automatic charges. After clicking Save Template, the authorization form should pop-up. 

The following article will walk you through this process step-by-step: https://community.intuit.com/articles/1145462. Please follow these instructions down to every detail to ensure everything is entered properly. At the bottom of the article there's a screenshot that'll show you how to confirm the monthly charges were set up correctly. 

I didn't click Process This Card and didn't see that option. How do I edit my Sales Receipt (or Customer) to do that?

Also I see I didn't set up QBO to accept payments. It is asking me to enter the business owner's name, but we're a nonprofit, we don't have a business owner. What do I do? Thanks

I just looked again and there is no Process This Card option when I enter the credit card details in the Mac app.  See attached.

I followed these instructions and (a) there is no field called To Be Sent, (b) when I saved the transaction it again did not pop up an authorization form. Also, the recurring transaction does not have a credit card icon next to it as in the example. Help!

I followed the steps and it behaved and looked exactly as in my Mac app -- no difference, no Process This Card, no credit card icon, no authorization form.

I now see your post concerning the payment processing service, and have edited my reply above in response to your question. I recommend speaking with your colleagues about the business owner field, and proceeding to apply for the service once a decision has been made. Until you've been notified about your acceptance and have set everything up, the donations will need to be accepted as per usual. 

How can I tell in Quickbooks whether the recurring credit card transaction went through successfully today?

That worked, and it worked, thank you!

This is excellent news, Marvz! 

If there's anything else I can help you with, please reach back out and I'd be happy to lend a hand. 

Hi -- Different question: we unfortunately have classified a couple of employees as vendors instead of employees in our QBO, and had a number of transactions with them. How can we reclassify the people as Employees? Thanks