Skip to main content
A
aiwapro
September 19, 2023
Question

Autopay for new Billpay

  • September 19, 2023
  • 2 replies
  • 0 views

With Bill Pay powered by BILL/Bill.com, we were able to have payments submitted automatically, after Quickbooks generated an recurring bill.  Where is this done in the new Bill pay system from Quickbooks?  

    2 replies

    S
    SarahannC
    September 20, 2023

    Hello there, aiwapro. Thank you for reaching out to the QuickBooks Community. I will do my best to provide you with the information you need.

     

    Before we proceed, may I confirm if you have completed the setup process for Bill Pay in your QuickBooks account? Based on your statement about submitting payments automatically, are you currently looking for the location of the paid bills? To access the paid bills in your QuickBooks Online company file, you can follow these steps:

     

    1. Sign in to your QuickBooks Online account.
    2. Navigate to the Get paid & pay section.
    3. Select Bills from the options.
    4. Look for the Paid  tab, where you can find the list of bills that have been marked as paid.


    If you have not yet completed or started the setup process for Bill Pay, I suggest referring to the articles below. It provides instructions on how to connect your QuickBooks Checking account or other bank accounts for online payments.

     

     

    Please feel free to reach out if you have any further concerns or questions regarding Bill Pay. I am here to provide you with additional assistance and support. Take care!

    A
    aiwaproAuthor
    September 20, 2023

    Hi, 

    Thank you.  

     

    This shows what has been paid, but not how to setup auto pay as requested.  Please advise.  

    M
    MadelynC
    September 20, 2023

    I’m here to help you set up autopay in the new Bill Pay system in QuickBooks, @aiwapro.


    To do that, you can simply submit your scheduled payments in QuickBooks Online (QBO). Check out the following instructions below to get this done:

     

    1. Log in to your QBO account.
    2. Click Get paid & pay, then choose Bills.
    3. Create a new bill or select an existing unpaid one.
    4. Select Schedule Payment or Save and Schedule Payment.
      • If you make a new bill, you'll have the option to schedule the bill right away by clicking Save and Schedule Payment.
      • For unpaid bills, schedule directly from Expenses, Vendors, or Bills.
    5. Choose which bank account you want to use as your funding source and withdraw funds from. Banks you’ve already connected to your account will appear as options, but you can also choose Add a bank account. The total amount of the bill is displayed by default. You can select Edit if you want to schedule a partial payment.
    6. In the Payment account dropdown, select the corresponding account or pick + Add new to create a new account to track your bill payment information.
    7. Choose which payment method your payee prefers and complete the required fields.
    8. Select the date when you want the funds to be withdrawn from your bank account up to 90 days in advance.
    9. Review the payment instructions, then select Schedule payment if everything looks correct.


    This guide will provide more insights and details on how you'll pay, track, and manage bills right inside the program: Learn about QuickBooks Bill Pay for QuickBooks Online.


    If you have invoices that you’d also want to set automatic payments so customers can pay you quickly and easily, access this reference for the complete procedure: Set up Autopay for recurring invoices.


    I’m just right here in the corner if you have more queries or need assistance with Bill Pay. Simply add them to your reply below.

    A
    aiwaproAuthor
    September 20, 2023

    Hi, 

    Thank you for the response.  

     

    I am not seeing where recurring bills (bills that Quickbooks generates as scheduled by us), get paid automatically.  What you showed is manually scheduling the payment.  BILL/Bill.com had an option, which we used, that paid the bills the Quickbooks generated, automatically.  

    L
    LeizylM
    September 20, 2023

    I understand that you want to submit the payments automatically, aiwapro. I'd be glad to clarify things so you can get back to working order.

     

    In QuickBooks Online, we can create templates for recurring transactions such as recurring expenses. You can do this for any transaction except bill payments, customer payments, and time entries. That said, you can't create recurring transactions to automate bill payments.

     

    I can see how having this option would be helpful for you and your business. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QBO.

     

    Here's how:

     

    1. Go to the Gear menu and then select Feedback.
    2. Type in your feature request in the description box.
    3. Once done, click on Next.

     

    I've added these articles to help you manage your recurring transactions: 

     

     

    Additionally, you can email your expense receipts and bills to get them into QBO. This way, we'll extract info from them and create a transaction you can review, which is helpful during the tax period.

     

    Let me know in the comments below if you have more questions about managing bills in QBO. We're always on standby to answer your concerns. Have a great rest of the day!

      Terms & ConditionsAccessibility statement