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April 21, 2024
Question

How do I set up a recurring payment in Quickbooks Online?

  • April 21, 2024
  • 1 reply
  • 0 views
I just converted from Quickbooks desktop and It's not clear how I set uo a recurring monthly expense in my ledger.

1 reply

April 22, 2024

Good afternoon, gmcmillan9910-ro.

 

Thanks for joining us here in the Community. I'd be happy to show you how to set up recurring payments, follow these step below:

 

  1. Head to Settings  (Gear icon).
  2. In the Lists column, select Recurring transactions.
  3. Select New.
  4. Select the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Select a Type: Scheduled, Reminder, or Unscheduled.
  7. Complete the fields and select Save template.

Here's a guide for reference. I hope this helps!

 

If you have any other questions, feel free to reach back out here.