How to set up recurring payments in QuickBooks?

[jfhfjvd68]

How can I set up recurring payments in QuickBooks to streamline billing for repeat clients?

[fsgs454 · Accepted solution]

Hi @jfhfjvd68 

To set up recurring payments in QuickBooks, go to Settings > Recurring Transactions, click New, select Sales Receipt for recurring payments, and customize the details. Choose the frequency, customer, and payment method, then save. QuickBooks will automatically process payments based on your set schedule, streamlining cash flow management.