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May 23, 2026
Question

Can a client setup a recurring payments without creating an Intuit account?Is it possible to set up recurring payment manually entering your card information on my side

  • May 23, 2026
  • 1 reply
  • 14 views

Working with a client, whose having an issue getting into their Intuit account. He just wants to give me the card so I can put it in and he doesn’t have to bother with it.

1 reply

QuickBooks Team
May 24, 2026

Yes, you can manually set up recurring payments, but you must first obtain written authorization from your client to comply with processing requirements.

 

Before entering a client's credit card or bank (ACH) details into QuickBooks Online (QBO), have them sign the QuickBooks Credit Card Authorization Form. You can download this form from the Intuit Merchant Center Portal or directly within QBO.

 

To set up the recurring transaction in QBO, follow these steps:

 

  1. Go to the Gear icon and choose Recurring transactions.
  2. Click New, select Sales Receipt, and hit OK.
  3. Fill out the recurring details. When you choose Credit Card or Check as the payment method, look for the Authorization or Signed Authorization hyperlink at the bottom.
  4. Click that link to open the printable PDF in a new tab, fill it out. Then Submit.
  5. Hit Save Template.

 

Make sure to store the signed authorization form securely for at least 18 months after the final transaction, as this is required in case the client's bank requests verification of any disputes.

 

Once saved, QuickBooks will automatically charge your client's account based on the schedule you set.

 

I’ll keep this conversation open for any follow-up updates or questions.