Convert recurring invoices into recurring payments

 

In a nutshell:

 

You can now convert recurring invoices into recurring payments from customers through QuickBooks Payments.

Promote predictable cash flow and stop chasing down payments. Setting up recurring payments is simple, and you won’t need to maintain and store customers’ credit card records.

First, create a recurring payment from a recurring invoice in the Customers section of the Sales tab. The recurring payment is then sent to your customer as a request. After they agree to the recurring payments, they’ll securely enter their payment information through an online portal. That means less hassle and headache for you and your customer.

Your books will update with every payment you receive through QuickBooks, giving you more visibility on your financial standing.

A screenshot of recurring payments in QuickBooks Online

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Important pricing details and product information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments’ money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in U.S. territories or outside the U.S.

Help your business get paid on time, every time.

Flexible third-party app management

In a nutshell

All admin users of QuickBooks Online can now manage all third-party app integrations, rather than just the user(s) who originally set them up.

The same flexibility you have in managing other aspects of QuickBooks Online has just been added to third-party apps. You can help ensure your data syncs seamlessly with QuickBooks Online by delegating app management to any QuickBooks admin on your team. Admins can resolve connection issues, revise settings, or delete apps as needed. 

Note: Some connection settings may vary depending on how each third party implements their app’s integration with QuickBooks.

A screenshot of Admin Manage 3P apps
These updates are from Chau Haner’s Quickbooks Blog Article: QuickBooks Online new features and updates—May 2025.
If you are thinking about using Quickbooks Desktop, Quickbooks On-line for the first time or converting to QBO from QB Desktop, plesae call the office at 615-895-8151 or email ava@montgomerycpapllc.com. I offer QB/QBO training and QBO wholesale billing discounts. If you use QB Desktop with payroll and/or bank feeds, the new annual subscription pricing costs more than QBO and QBO payroll subscriptions. QBO Payroll takes care of all of your payroll tax deposits and payroll filings. Also, direct deposit is included with all QBO payroll subscriptions.