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Level 2

Recurring expenses with past date

Hello everyone,

I have an expense that needs to be posted as recurring but the start date was back in May. How can I make it work? Do I need to post them as journal entries..? Although that would defeat the purpose.. Can it be done?

I'm sorry if the question sounds stupid, I'm new to Quickbooks online..

Thank you in advance :)

Solved
Best answer November 13, 2020

Best Answers
QuickBooks Team

Recurring expenses with past date

Hi Propaganda,

 

You're right. You'll want to use a future date to create recurring transaction templates. Then, you can record your past transactions as an expense. To make your work faster, you can click More and choose Copy to create another expense with the same information. Just change the date.

copy.PNG

 

I can see that my colleagues have already provided some references.

 

If you need anything else, please let me know.

View solution in original post

6 Comments
QuickBooks Team

Recurring expenses with past date

I'm here to make sure you're able to set up an expense as a recurring transaction, @Propaganda.

 

I'll show you how: 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Expenses menu.
  3. Look for the expense, and then click the View/Edit dropdown menu under the Action column.
  4. Select the Make recurring tab at the bottom of the page.
  5. Enter the necessary information and choose Save template once done.

For additional information please check this article: Manage recurring transactions in QBO.

 

I've also added this article that can guide you on how to manage expenses in QBO: Enter, edit, or delete expenses in QuickBooks Online.

 

Feel at ease to let me know if you have other queries with managing expense transactions. I'm always here to help. Keep safe and have a pleasant day.

Level 2

Recurring expenses with past date

Hi Rubielyn,

Thank you for your help. I did just that but QB pops up a message "The recurring start date can’t be before today". How can I put a start date that occured in the past? Is it possible?

 
QuickBooks Team

Recurring expenses with past date

Good day, Propaganda.

 

Let me help you with your recurring expense transactions.

 

What I can suggest is to manually enter the past expenses. You can create expense transactions even from years ago. Then, you can start creating recurring transactions from today's date. 

  1. Go to the +New button and select Expense.
  2. Enter the details needed especially the correct Payment Date.
  3. Click Save and close.

You can use the articles Rubielyn_J shared for your reference.

 

I'll be here if you need anything else. We're available 24/7.

Level 2

Recurring expenses with past date

I guess it's not possible to create automatic recurring when past date is involved..

Thank you Alex.

QuickBooks Team

Recurring expenses with past date

Hi Propaganda,

 

You're right. You'll want to use a future date to create recurring transaction templates. Then, you can record your past transactions as an expense. To make your work faster, you can click More and choose Copy to create another expense with the same information. Just change the date.

copy.PNG

 

I can see that my colleagues have already provided some references.

 

If you need anything else, please let me know.

View solution in original post

Level 2

Recurring expenses with past date

Thank you Jess! I'm going to try this. 

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