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January 6, 2022
Question

My mortgage is paid bi-weekly. How do I set up a reoccurring entry to post bi-weekly?

  • January 6, 2022
  • 1 reply
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1 reply

Jessica_young
January 6, 2022

Good morning, @vmd.

 

In QuickBooks Online, you can create templates for recurring transactions.  Your mortgage could be considered a bill if you are referring to a commercial building for your business but I always recommend checking with your accountant. Here's what you'll do to set this up:

  1. Go to Settings.
  2. Under Lists, select Recurring transactions.
  3. Select New.
  4. Select the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Choose a Type: Scheduled, Unscheduled, or Reminder.
  7. Complete the remaining fields and select Save template.
  8. If you're creating a Scheduled or Reminder type of recurring template:
    • If you're creating an Invoice template, specify that it should include unbilled charges and automatically send emails.
    • If you're using Merchant Services, determine if your customer can pay you online by selecting/clearing the checkboxes for Credit Card and Bank Transfer in the Online Payment section.

I'm including the full article on setting this up so you can read more: Create recurring transactions in QuickBooks Online.

 

Let me know what else I can help with, I'll be around.