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February 2, 2022
Question

I need to setup auto pay for my company credit cards on a biweekly schedule

  • February 2, 2022
  • 1 reply
  • 0 views
Using QB Online

1 reply

Jessica_young
February 2, 2022

You can use templates to set up a recurring bill, @deena-mahoney-ge.

 

I can share how to set up this recurring bill:

  1. Create a new bill or open an existing one.
  2. Fill in the data that you want to include on a recurring basis such as vendor, account or item details, description, amount, etc.
  3. At the bottom of the bill, select Make recurring. QuickBooks Online creates a copy of the bill and adds a "Recurring Bill" section so you can set the recurring bill's preferences.
  4. Enter a template name.
  5. From the Type drop-down, select one of the following:
    • Scheduled: creates the bill automatically according to the schedule you specify. You'll want to select Weekly, then every 2 weeks.
    • Reminder: reminds you to create the bill using the template.
    • Unscheduled: you use the template to create the bill as needed from the recurring transactions list.
  6. On the Create _ days in advance field, enter the number of days before the date set in the "Interval" section you want the bill to be created in advance. Or if you selected Reminder from Type drop-down, how many days before the transaction date you want to be reminded.
  7. Specify the Interval and Start date of the recurring transaction.
  8. From the End drop-down, specify if you want it to end that transaction after a number of occurrences, by a set end date, or to not end recurring.
  9. Select Save template.

That's it! If you have anything else you're wondering about creating this, please leave a comment below and I'll get back to you. Take care!