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twilightj
Level 1

How do I set up automatic monthly expense transactions

 
2 Comments 2
Rea_M
Moderator

How do I set up automatic monthly expense transactions

I'm here to share details about setting up automatic monthly expense transactions in QuickBooks Self-Employed (QBSE), @twilightj.

 

QBSE is a single-entry accounting program that helps businesses manage both personal and business expenses. With this, the ability to set up automatic monthly expense transactions is unavailable at this time.

 

However, if your monthly expense transactions are in your bank, you can connect your account to QBSE. This way, they'll automatically be downloaded. All you have to do is categorize them so they'll be placed on the correct line of your Schedule C.

 

Also, I'm adding this article to guide you in managing both your income and expense transactions using QBSE: QuickBooks Help Articles. You can scroll down to the More Help Topics section and click the + More topics button to view other selections. 

 

Let me know in the comments if you have other concerns about managing your monthly business expenses in QBSE. I'm always around to help. Have a great weekend ahead, @twilightj.

Fiat Lux - ASIA
Level 15

How do I set up automatic monthly expense transactions

@twilightj 

You can open a Melio account for free to schedule your bill payments. Bear in mind, it only supports QBO and you can only utilize the bank feeds once the bill is paid from your bank.

https://melio.grsm.io/quickbooks

 

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