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jandhcody
Level 2

Can i set up recurring bills that are automatically withdrawn from my checking account?

We have several bills that are automatically paid by automatic bank withdrawal from our checking account? Can I set this up and how do I record an automatic bank withdrawal/debit from the same checking account ?

Thanks

Solved
Best answer January 12, 2019

Best Answers
Anonymous
Not applicable

Can i set up recurring bills that are automatically withdrawn from my checking account?

Yes, this is easy to do using a memorized Check transaction.

 

To do this, start with a check, fill it out as is appropriate for the bill you'll receive (use the correct payee and expense account, for example) and then right-click it and choose Memorize Check.

 

As you memorize it, choose the Automate Transaction Entry option and then pick Monthly and enter the next Date to record the check.

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11 Comments
Rose-A
Moderator

Can i set up recurring bills that are automatically withdrawn from my checking account?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

Anonymous
Not applicable

Can i set up recurring bills that are automatically withdrawn from my checking account?

Yes, this is easy to do using a memorized Check transaction.

 

To do this, start with a check, fill it out as is appropriate for the bill you'll receive (use the correct payee and expense account, for example) and then right-click it and choose Memorize Check.

 

As you memorize it, choose the Automate Transaction Entry option and then pick Monthly and enter the next Date to record the check.

View solution in original post

rdreyes88
Level 1

Can i set up recurring bills that are automatically withdrawn from my checking account?

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?

KhimG
QuickBooks Team

Can i set up recurring bills that are automatically withdrawn from my checking account?

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.

Write checks 1.PNG Write checks 2.PNG Write checks 3.PNG

 

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!

rdreyes88
Level 1

Can i set up recurring bills that are automatically withdrawn from my checking account?

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

pwhite9279
Level 2

Can i set up recurring bills that are automatically withdrawn from my checking account?

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 ?

RenjolynC
QuickBooks Team

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

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.

pwhite9279
Level 2

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

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

Adrian_A
Moderator

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

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!

michele2920
Level 1

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

What if the recurring bills have varying amounts each month?

Maybelle_S
QuickBooks Team

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

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!

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