how to setup recurring ach bill payment in qb for mac

You can click the “OK” button in the message box that appears, if needed. To create batch invoices in QuickBooks Desktop Pro, select “Customers| Create Batch Invoices…” from the Menu Bar. After checking the send settings in the “Preferences” dialog box, click the “OK” button to apply them. If the delivery method is unspecified, neither box will be checked.

This ensures that batch invoices in QuickBooks Desktop Pro that are created for customers who have a “Preferred Delivery Method” of “Email” will have the email invoices marked as “Email Later.” Customers with a “Preferred Delivery Method” of “Mail” will have the “To be printed” checkbox checked within their batch invoices in QuickBooks Desktop Pro. In the “My Preferences” tab to the right, ensure that the “Auto-check the ‘Email Later’ checkbox if customer’s Preferred Delivery Method is email” checkbox is checked. Then select the “Send Forms” icon in the list at the left side of the “Preferences” dialog box that appears. To do this, select “Edit| Preferences…” from the Menu Bar. You should check your default preferences for sending forms in QuickBooks before creating batch invoices in QuickBooks Desktop Pro that you intend to email. QuickBooks uses this information to specify the customer’s settings within each invoice created, as well as determine whether to print or email the invoice now or later.

This includes the customer’s “Terms,” “Preferred Delivery Method,” sales tax, and address information. QuickBooks uses the customer information you have entered to “fill-in” the specific information for each customer when it creates the invoices. Before you create batch invoices in QuickBooks Desktop Pro, however, you should be sure you have the customer’s information recorded correctly within the “Customers & Jobs” list in the Customer Center. You can easily create batch invoices in QuickBooks Desktop Pro to give multiple, selected customers an invoice for the same products or services. Overview of How to Create Batch Invoices in QuickBooks Desktop Pro:

How to setup recurring ach bill payment in qb for mac