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November 20, 2024
Question

How do I do a monthly recurring bill payment?

  • November 20, 2024
  • 1 reply
  • 0 views
Can I get to see a calendar? do i have notification prior to due date?

    1 reply

    November 20, 2024

    Let us share some information on how recurring transactions work in QuickBooks Online (QBO), Shearerforce.

     

    We can create templates for recurring transactions except for bill payments, customer payments, and time activities. Since the option to set up recurring bill payments is unavailable, we'll need to record bill payments manually in the program. You can check out this article to record payment towards bills: Enter and manage bills and bill payments in QuickBooks Online.

     

    If you need to set up a recurring bill, follow the steps below: 

     

    1. Go to the Gear icon on the top menu.
    2. In the Lists column, select Recurring transactions.
    3. Click New.
    4. Select Bill as the type of transaction to create, and then select OK.
    5. Enter a Template name.
    6. Choose a Type: Scheduled, Reminder, or Unscheduled.
    7. Complete the fields and press Save template.

     

    To learn more about creating templates for recurring transactions, refer to this article: Create recurring transactions in QuickBooks Online.

     

    Once you get the reminder, you can find it on the Dashboard in Tasks. From there, you'll get a notification before the due date. See the screenshot for your reference:

     

     

    Moreover, you can check out this article to schedule recurring transaction templates: Schedule recurring transactions created with a template in QuickBooks Online.

     

    The Community always has your back if you need a hand managing your recurring templates or any QuickBooks-related concerns. Please leave a comment below and we will get back to you, Shearerforce.