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Can i set up recurring bills that are automatically withdrawn from my checking account?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

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Best answer 01-12-2019

Accepted Solutions
Anonymous
Not applicable

Re: Can i set up recurring bills that are automatically withdrawn from my checking account?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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5 Comments
Moderator

Re: Can i set up recurring bills that are automatically withdrawn from my checking account?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

Re: Can i set up recurring bills that are automatically withdrawn from my checking account?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

New Member

Re: 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?

QuickBooks Team

Re: 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!

New Member

Re: 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. 

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