Recurring agreements-based Auto-Pay with QBO

Set up your automatic payments for customers based on recurring invoices pulled in from your Quickbooks Online integration. Here's how.

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With your Quickbooks Online integration, you can set up quick and easy agreements-based auto-pay rules based on recurring transactions within QBO.

To properly configure these auto-pay rules, ensure you have the following set in Quickbooks Online:

1. Create the Recurring Transaction Within your QBO account, navigate to your settings gear icon, then 'All Lists' and click on 'Recurring Transactions'. Here's where you can either view the list of your current recurring transactions you've set up and/or create a new one.

1. Set the auto-pay rule Once your Recurring Transactions are created, navigate to the Alternative Payments dashboard. From the side menu, select Automations > Auto-pay rules. Add a new rule and select your conditions based on 'Agreements' and then select the applicable Recurring Transactions that apply.

1. Select confirm to save your rule.

You're all set! 🎉

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