Can i set up recurring bills that are automatically withdrawn from my checking account?

Hello, jandhcody.
I can provide you a little information about setting up recurring bills in QuickBooks Desktop.

Right now, setting up recurring bills that will automatically withdraw to your checking account is not available in QuickBooks Desktop.

I can definitely see how this feature would be useful. As a team with a massive road-map, we have to pick new features based on the value they’ll add to the most users possible. I recommend sending this request straight to our product engineers through feedback.

Here's how:

1. Click Help at the top.
2. Select Send Feedback Online.
3. Then click Product Suggestion.

The Product Development Team is constantly working to improve QuickBooks and make it even better for you as the customer.

For additional assistance, you can reach out to our Customer Care Team. Our contact details can be found here along with our opening hours:

1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
2. Choose your QuickBooks Product.
3. Select your QuickBooks version.
4. On the Contact Us page, click a topic.
5. Click on the Get Phone Number button to see the support number.

Feel free to drop a Reply if there's anything else you need. Have a good one.

I was wondering if there had been any progress made on this topic? I would like to be able to show loan payments auto-debit from my QB Desktop check register. 

Is this by any chance now an available feature?

Thanks for looping in, @rdreyes88.

You can utilize the solution provided by one of our Community contributors to create a memorized check and use it to automatically debit the amount from the register. 

I'm adding the detailed steps below for reference:

1. From the Banking menu, select Write Checks.
2. Fill out the transaction, then click Memorize.
3. Name the memorize check and choose Automate Transaction Entry.
4. Select your preferred option in the How Often drop-down.
5. Provide a Next Date, Number Remaining, Days In Advanced To Enter.
6. Review the details, then hit OK.

For more information about managing repeating entries, check out this article: Create, edit, or delete memorized transactions.

If you have additional concerns or need assistance performing the steps, let me know. I'm always here to keep helping. Have a great day!

Thank you for the update. I'll give this a try. 

I have monthly , quarterly vendor bills I need to set up as recurring .  HOWEVER, the amounts vary from month to month (ie electric bill).  How can I do this is QB online ?

It will be my pleasure to help you set up the recurring bill, pwhite9279.

In QuickBooks Online, you can choose the Reminder schedule when creating the template. This option reminds you to create the bill using the template and change the amount every month.

Here's how:

1. Go to the Gear > Recurring transactions.
2. Click the New button and select Bill from the Transaction Type drop-down menu. Hit OK.
3. Enter a template name and from the Type drop-down, select Reminder.
4. On the Remind days before the transaction date field, enter how many days before the transaction date you want to be reminded.
5. Specify the Interval and Start date of the recurring transaction.
6. From the End drop-down, specify if you want it to end that transaction after a number of occurrences, by a set end date, or to not end recurring.
7. Click Save template.

Please see this sample screenshot for a visual reference:

You can also check this article for the other way of making a transaction recurring: How to set up a recurring bill. To view other articles and guide, feel free to visit our general help topics page. 

Feel free to leave a comment letting me know how things go after giving this a try. I'll keep an eye out for your reply.

Thank you SOOO much !  I’ll try it this week and let you know !

On behalf of RenjolynC, you're very much welcome, pwhite9279.

Feel free to get back to us and share how the steps shared by my colleague works on your end.

The QuickBooks Community team is always here to help you out. Keep safe!

What if the recurring bills have varying amounts each month?

Hello there, @michele2920.

We can set a Reminder schedule when creating a recurring bill in QuickBooks Online (QBO). This way, you'll be reminded to create a bill using the template and change the amount every month.

Here's how:

1. Go to the Gear icon.
2. Under Lists, select Recurring transactions.
3. Click the New button.
4. From the Transaction Type drop-down arrow, select Bill.
5. Click OK.
6. Enter a template name, and then select Reminder from the Type drop-down arrow.
7. On the Remind days before the transaction date field, enter how many days before the transaction date you want to be reminded.
8. Specify the Interval and Start date of the recurring transaction.
9. From the End drop-down, specify if you want it to end that transaction After several occurrences, By the set end date, or to None end recurring.
10. Select Save template.

I've also added this link to learn more about recurring bill: How to set up a recurring bill.

Also, I encourage checking our Help articles page to learn some tips and tricks in managing your QBO account. From there, you can read great articles that can guide you through the steps by steps process.

Get back to us if you need more help with creating recurring transactions. We're always here to lend you a helping hand. Take care!

I'm not sure if I'm doing this right...please advise:

I have several automatic withdrawals from my account that are different every month, but I just assign them when they show up in my transactions list. I'm wondering...do I need to set up the recurring payments if my bank account is linked and posts the transactions anyway?

Thanks!

You're on the right track, kmf1088.

Let me share additional information about how recurring transaction works.

If you've connected your bank account, you don't have to set up a recurring payment for the bills. Once the withdrawals are downloaded, you can just select the Add (QuickBooks Online) or Quick Add (QuickBooks Desktop) option to add the payment to the register. Then, assign or link them to the open bills.

Although, setting up a recurring payment would also work. In this case, you'll have to match the downloaded transaction with the one you already entered. This links them together so you don't get duplicates. To learn more about this process, you can read these articles: 

• Add and match Bank Feed transactions in QuickBooks Desktop
• Categorize and match online bank transactions in QuickBooks Online

I'm also adding these resources to help manage your recurring transactions:

• Create, edit, or delete memorized transactions
• Review your recurring transactions

I'm just a comment away if you have any other concerns or further questions. Have a good one.

@kmf1088 

Another option, utilize the bill payment scheduling feature in Melio. You can use the app for free to integrate with QBO.

https://melio.grsm.io/quickbooks

Great...thank you for the information!

Thank you...I'll keep this in mind!