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Level 1

Recurring Transactions

I'm using recurring transactions for our monthly cost  such as (rent, insurance and other payments that are the same cost each month).   The only purpose for us to setup recurring transactions is to know what bills are due each month.  But I do have a couple of questions below.  

  • Do I make 12 entries for the year for each vendor? 
  • Also, our payments our automatically paid through our bank which is attached to Quickbooks and the payment show up under the Banking, can I match the payment to the recurring transactions?

Would appreciated help with the questions.  Thanks


1 Comment
Level 9

Recurring Transactions

1. You only need one (1) recurring entry per vendor that is "scheduled" with a "monthly" frequency

2. You can create a custom bank rule so that the "match" is automated

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