Skip to main content
A
alicat42
July 26, 2022
Question

Recurring Bill showing up in bank feed

  • July 26, 2022
  • 1 reply
  • 0 views

I set up a number of recurring transactions for monthly bills.  For the ones that change amount each month (like credit card bills) I set them up as a reminder so that I can create the bill once we've received each month's statement.  Last week I received a credit card statement, so clicked "use" next to my recurring bill to add this month's amount.  I wanted that bill to now show up in my list of upcoming bills due, but for some reason it put it on my bank feed instead.  When I logged in this morning, but "bank balance" vs. amount "in quickbooks" was different because of this.  I don't want it to show in my bank feed until I have paid it, it should just be in my list of upcoming bills.  Why did it do this and how can I fix it?

1 reply

JoesemM
JoesemM
July 26, 2022

Thanks for checking in with us, @alicat42. 

 

Since the recurring bills haven't been paid, you can delete the transactions in your bank feed and recreate them as a Bill. That way, it will show in the list of your upcoming bills due, and the bank balance vs. amount will be the same again in QuickBooks.

 

To delete the bill in your bank feed, follow the steps below:

 

  1. Select Banking and choose the Bank account.
  2. Click the For Review tab.
  3. Tap the checkbox of the transactions to exclude.
  4. Select Exclude from the pop-up at the top.

 

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete. For more details, see this article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Once done, you can now enter the bills into QuickBooks. You can copy the details from the transaction you exclude and ensure all the details are correct. For reference on how to enter bills in QuickBooks, see this link: Enter bills and record bill payments in QuickBooks Online.

 

Also, you can review the recurring templates created and make changes if necessary. I've added these articles to help you manage your recurring transactions: 

 

 

Feel free to leave a comment below to keep me posted if there's anything else I can assist you with. I'm always here to to help you out. Take good care!

Terms & ConditionsAccessibility statement