Hi there, @roscheimmigrationlaw.
I appreciate you checking in with us. I'm here to make sure your concern about ACH gets answered today.
Recurring ACH payments are flexible and a great way to manage renewals. QuickBooks Online (QBO) lets you set up a recurring monthly charge for an ACH by creating a sales receipt. Before doing so, please know that Visa and MasterCard guidelines require you to have written authorization from customers.
To create a recurring sales receipt for monthly ACH charges, please follow the steps below:
- Click on the Gear icon and choose Recurring Transactions.
- In the upper right, click on New.
- Select Sales Receipt as the Transaction Type and click on OK.
- Enter in a Template Name, which helps identify what the template is for.
- Select Scheduled in the Type field.
- Select the customer from the Customer drop-down and verify the email that populates.
- Enter the information for the schedule.
- Select a Payment Method.
- Click Enter credit card/Bank Details to enter the customer's credit card information or bank account details. Then, click on OK.
- Click on the Authorization hyperlink to provide your customer with the Bank Transfer Authorization Form.
- When you're finished, click on Save template.
- If you are processing a credit card, the Automatic Credit Card Billing Authorization Form will be generated for your customer to fill out.
- Card brand regulations require a recurring credit card authorization to be signed by the cardholder and retained by you. Ask your customer to fill out the form, sign it, and return it to you before the first recurring charge happens.
To learn more about setting a recurring sales receipt, you can refer to this article: Recurring Sales Receipt.
That should do it. This helps you create a scheduled ACH payment from customers and get moving a bit more efficiently.
Please let me know if you have questions with the process. I'll keep an eye on your response.
