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margi5
Level 1

I make payments monthly by check/ACH and credit card and had them set up as recurring payments (made by us rather than received by us) and can't figure out how to do it .

How do I set up recurring credit card charges?

3 Comments 3
SIAB
Level 7

I make payments monthly by check/ACH and credit card and had them set up as recurring payments (made by us rather than received by us) and can't figure out how to do it .

Do you need to pay recurring bills or installments to your vendors?

RazzieE
QuickBooks Team

I make payments monthly by check/ACH and credit card and had them set up as recurring payments (made by us rather than received by us) and can't figure out how to do it .

You can set up Recurring Expense in QuickBooks Online (QBO) for your credit card charges, @margi5.

 

While QBO doesn't automatically process the actual credit card payment to vendors, you can create a recurring expense entry for easier bookkeeping and bank feed matching.

 

Here's how to set it up:

 

  1. Go to the Gear Icon, then select Recurring Transactions.
  2. Click New and from the dropdown menu, select Expense and click OK.
  3. Under Type, select Scheduled to auto-create the expense on a set schedule.
  4. Set the Interval.
  5. Select the Payee (your vendor).
  6. Under Payment Account, choose the credit card account you use for this payment.
  7. Under Payment Method, select Check.
  8. Click Save template.

 

Once set up, QBO will automatically create these expense entries according to your schedule, which you can then match when the charges appear in your bank feed.

 

If you're looking to automate the actual payment, you can explore QuickBooks Bills Pay, where you can create online payments and even schedule bill payments.

 

Feel free to ask any follow-up questions; we'll respond promptly.

SIAB
Level 7

I make payments monthly by check/ACH and credit card and had them set up as recurring payments (made by us rather than received by us) and can't figure out how to do it .

You can also compare QB Billpay and Melio, and you can get get cashbacks.

https://quickbooks.intuit.com/learn-support/global/manage-suppliers-and-expenses/pay-bills-online/01...

 

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