QuickBooks Recurring Billing Integration

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We know how frustrating it can be juggling incoming payments and keeping tabs on those clients who always seem to forget when the money is due. 

Practice Ignition is designed to simplify the accounting process, cutting down on tedious admin tasks, while simultaneously ensuring you get paid right away. Our proposal software plugs right in with QuickBooks Online recurring billing, so you can set it, forget it, and watch those payments roll in.

After services are performed, Practice Ignition automatically generates invoices in QuickBooks, sends them to the client, then marks them as paid without any manual action on your part. 

Sounds pretty good, right? Keep reading, and we'll give you the rundown on how this feature works: 

Easy Recurring Billing with QuickBooks Online

Practice Ignition integrates seamlessly with QuickBooks Online—allowing you to create and push out invoices automatically, according to the information listed in your proposals.

Proposals are customized—yours might include a series of recurring services like a monthly retainer for consulting, or a one-time fee for something like yearly tax preparation. In any case, our software pushes QB invoices to customers automatically, and the funds are taken from clients’ accounts, eliminating the need to follow up on forgotten invoices.

When your client accepts a proposal, your terms and payment schedule are included in the agreement, so setting up billing specifics becomes part of the onboarding process.

Additionally, you'll have the ability to collect pro-rata payments from those with past due accounts via QuickBooks recurring invoices. You'll also get a notification if a client's card is declined or there's a problem with a specific payment. 

Here’s how to set it all up:

1. When you sign up for your account, you’ll have the option to share your Intuit data with Practice Ignition. All you’ll need to do is click the authorize button, and you’re good to start sending proposals and receiving money.

 2. If for whatever reason, you skip this step, no problem. You can always go back and link the accounts at a more convenient time. Simply click on “apps” on the menu list on the left and from there, select the “Connect to QuickBooks” button.

Next, you’ll be asked to connect to your QuickBooks account and log on. Click the Authorize button and, voila, you’re ready to go.

3. Practice Ignition pushes information to QuickBooks each time a proposal is accepted, or an invoice is paid. That said, you may need to sync your account manually—updates happen at one-hour intervals. However, you can do it yourself in between updates by going into your Apps & Integrations tab and clicking the toggle below the QB icon.

For more information on connecting QBO with Practice Ignition, check out our 4-step guide

Built into Practice Ignition’s Proposal Software

QuickBooks alone provides a pretty straightforward process, but Practice Ignition has expanded upon this. How? Well, the beauty of the QuickBooks recurring billing integration is that it works so well with our proposal software.

If you haven’t gotten a chance to look around, you’ll find that our proposal management software functions as a central hub for all the important admin stuff you just can't forget. This includes contracts, pending proposals, and more.

Services offered as one-off payments, or recurring charges will be documented in QuickBooks, too. This way you won’t need to be reminded to invoice clients for the same service each month, nor will you need to remove recurrent fees from clients not enrolled in autopay. 

Import Client Data from QBO

When you set up QBO with Practice Ignition your client list is imported so it's super easy to send out proposals to your current client list.

When you set up scheduled invoices in QuickBooks, your client still needs to pay them individually. With our system, we’ve removed that step. Because you can import your client data from QuickBooks to Practice Ignition, clients agree up front to pay for any given service when they accept a proposal.

The client will review your proposal, accept terms, and sign contracts.

When you set up QuickBooks recurring billing with Practice Ignition, your clients are billed automatically based on your schedule, and from there, are sent an invoice telling them it’s been paid. It’s a better way to do recurring payments.

Your dashboard is updated to reflect the change—you’ll see which customers have paid, and which you’re still waiting on, eliminating the need for spreadsheets, cross-checking, and estimations.

Monitor Your Business from the Practice Ignition Dashboard

Stay on top of all recurring revenue with the Practice Ignition dashboard. When you start accepting payments through the Practice Ignition dashboard—you’ll have the ability to see everything from pending invoices to those still outstanding. In this day and age, simplification might be the most critical detail for business owners. This is where the Practice Ignition dashboard comes in. 

Beyond receiving payments via QuickBooks Recurring Billing, you’ll be able to monitor other vital pieces of information. You'll see things like client count, proposals accepted, as well as your projected earnings for the year.

Though this feature is probably the biggest time saver for those companies with value-based pricing structures, like accountants, consultants, or marketing firms, there's no doubt that anyone in the business of collecting payments can benefit big time from the QuickBooks recurring billing integration.

QuickBooks Recurring Billing FAQ
How do you set up QuickBooks recurring billing with Practice Ignition?

Simply click on the Apps & Integrations tab, and click the QuickBooks icon. The program will ask you to sign into your account and accept the terms of service, but that's it. Once you set it up, your invoices will be automatically reconciled in QuickBooks Online when you bill people in Practice Ignition.

Does QuickBooks Online have recurring billing built in?

Yes and no. QuickBooks online does have recurring invoices, but it doesn't work the same way as the Practice Ignition plug-in. Our solution provides users with a comprehensive overview of the software. Meaning, you'll have access to QuickBooks' data, alongside the stuff the accounting software can't provide on its own like pending proposals, client communications, and tracking the status of contracts.

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