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carrie25
October 26, 2020
Question

Can I use recurring transactions to create placeholder bills that will appear in my accounts payable? I have many bills that recur monthly for equal or similar amounts.

  • October 26, 2020
  • 1 reply
  • 19 views
I don't want to rely just on the recurring transactions list because one-off open bills won't appear there. I would like an easy and direct report that tells me what bills I should expect to have to pay in the next week (or other time period), whether they are auto-pay or I have to write a check.

1 reply

Tori B
Tori BQuickBooks Team
QuickBooks Team
October 26, 2020

Hey there, @carrie25.

 

Thanks for reaching out to the Community. I'm happy to help you find the right report to show what bills you should expect to pay.

 

I understand how having the right report can make a workday go by smoothly. I believe that based on the information you're looking for, an unpaid bills report would be just right for you. The unpaid bill's report will show you unpaid bills along with the due dates and days past due. This will help show your short term cash flow. I've included the steps below to open the report. 

 

  1. Go to Reports.
  2. Search for Unpaid Bills.
  3. Select a report period from the dropdown.
  4. Enter your due date.
  5. Hit Run Report.

 

Check out Track your cash flow in QuickBooks Online for more details. 

 

That should do the trick. Let me know if you have additional questions or concerns. You can reach out to the Community any time you need a helping hand. Take care! 

C
carrie25Author
October 26, 2020

Thanks, Tori. It ALMOST works. The problem is, for some reason only SOME of the recurring transactions show up in the Unpaid Bills  report.  I'd swear the other ones are set up the same - Bills, scheduled, 7 days in advance, 1st day of the month. But they won't show up in the report.  See list of the current recurring expenses attached, showing which two show up in my "unpaid bills" report and which ones don't that I would like to. 

 

Is it perhaps because the two that do show up are older and repeats? I recognize that one of the others is created as an expense,  which I can change to a bill.  But the other ones just won't. 

 

Any advice welcome.  Many thanks. 

 

 

N
Nick_M
Level 4
October 26, 2020

Hi carrie25. 

 

Thanks for stopping by. This could be happening for a number of reasons, including as you mentioned because they're older and are repeats. Without being able to dive into your account and look at the specific details to determine what's going on, I recommend reaching out to our support team for further assistance, they will be able to look into your account with you in a private 1- on-1 setting where they can determine the issue and show you how to fix it click-by-click with a screen share tool. To reach them follow these steps:

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

I'm also including a helpful link that highlights the basics about reports, how to run them, customize them, print them and much more. 

 

If you have any other questions, feel free to post here anytime. Thank you and I hope you have a nice Monday evening. 

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