Need to pay a vendor on a regular basis? You can save time by setting up an automatic recurring payment (check) in QuickBooks Desktop.
Step 1: Find an existing check, or create a new one
If you have an existing check
If you have already created a check for the vendor with the amount you want to pay, find the check from ANY of the following:
From the Register:
- Select Banking at the top, then choose Use Register (or press Ctrl+R).
- If you have multiple accounts, choose the appropriate bank account.
- Find and double-click the check you want to memorize.
From the Check Detail report:
- Select Reports at the top, choose Banking, then Check Detail.
- (Optional) Filter the Transaction Type to Check and the Name to All vendors.
- Find and double-click the check you want to memorize.
From the Vendor Center:
- Select Vendors at the top, then Vendor Center.
- Go to the "Transactions" tab, then choose Checks.
- Find and double-click the check you want to memorize.
If you have not created a check yet
- Select Banking at the top, then Write Check (or press Ctrl+W).
- Fill out the check as you want it to appear each time.
- Select Save & Close.
Step 2: Memorize the check
- On the check window, select Memorize (or press Ctrl+M).
- Choose the reminder option.
- In the "How Often" field, choose the frequency (monthly, weekly, daily, etc).
- In the "Next Date" field, choose the date of the next payment.
- In the "Number Remaining" field, enter the number of payments you wish the program to enter.
- In the "Days In Advance To Enter" field, enter how many days in advance you want the program to record the transaction or remind you to enter. Choose 0 if you want it to post on the day of choice.
- To memorize the transaction, select OK. This should bring you back to the "Write Checks" window.
- If the check is auto-pay, uncheck Print Later.
Note: If the check is marked as to be printed later, it will appear in the Print Check queue on the day it is recorded. - (Optional) For auto-pay, change the check number to Autopayment or Epay.
- Select Save & Close.
Based on the reminder option you selected, you will either receive a reminder to create the check or to print it when the next occurrence is due.