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ScubaPro
Level 3

How do I edit a payment to become a recurring payment and reflect it as a charge to my credit card

I have a monthly internet hosting payment that I pay with my credit card. I don't believe it is set up as a recurring payment (if it is, I don't see anything that show it as such). How do I make it recurring?

 

Second, how do I enter that it is paid with my company credit card? When I create a new bill, there is nothing that shows how I am paying.

 

I am new to QB desktop 2021 so I would appreciate step by step instructions. Please assume I know nothing, which right now is a pretty accurate statement.

 

Thanks.

Solved
Best answer January 04, 2021

Best Answers
IamjuViel
QuickBooks Team

How do I edit a payment to become a recurring payment and reflect it as a charge to my credit card

You've come to the right place, @ScubaPro.

 

You can generate the memorized transaction list to view the recurring transactions in your QuickBooks company file. I can guide you on how to do it.

  1. Go to the Lists menu.
  2. Choose Memorized Transactions (or Pressed Ctrl+T).
  3. Locate the recurring credit card payment you've initially created.

If the transaction you're looking for is not on the list, you can follow the steps below in creating recurring vendor payments. 

  1. Go to the Banking menu.
  2. Choose Enter Credit Card charges.
  3. Enter the payment details. 
  4. From the toolbar, select Memorize (or press Ctrl+M)
  5. Choose either the reminder option or automated transaction entry.
  6. Set the following information:
    • "How Often"(monthly, weekly, daily, etc.) 
    • "Next Date" (the date of the next payment) 
    • "Number Remaining" (the number of payments you wish the program to enter)
    • "Days in Advance to Enter" (how many days in advance you want the program to record the transaction or remind you to enter, choose 0 in you want to post it on the day of choice.) 10.GIF
  7. Click Ok.
  8. Select Save & Close.

You can read through this article for more detailed insights about the process: Create, edit, or delete memorized transactions.

 

Always feel free to visit us here if you have other questions about managing your memorized transactions in QuickBooks. I'm always here to help.

View solution in original post

1 Comment 1
IamjuViel
QuickBooks Team

How do I edit a payment to become a recurring payment and reflect it as a charge to my credit card

You've come to the right place, @ScubaPro.

 

You can generate the memorized transaction list to view the recurring transactions in your QuickBooks company file. I can guide you on how to do it.

  1. Go to the Lists menu.
  2. Choose Memorized Transactions (or Pressed Ctrl+T).
  3. Locate the recurring credit card payment you've initially created.

If the transaction you're looking for is not on the list, you can follow the steps below in creating recurring vendor payments. 

  1. Go to the Banking menu.
  2. Choose Enter Credit Card charges.
  3. Enter the payment details. 
  4. From the toolbar, select Memorize (or press Ctrl+M)
  5. Choose either the reminder option or automated transaction entry.
  6. Set the following information:
    • "How Often"(monthly, weekly, daily, etc.) 
    • "Next Date" (the date of the next payment) 
    • "Number Remaining" (the number of payments you wish the program to enter)
    • "Days in Advance to Enter" (how many days in advance you want the program to record the transaction or remind you to enter, choose 0 in you want to post it on the day of choice.) 10.GIF
  7. Click Ok.
  8. Select Save & Close.

You can read through this article for more detailed insights about the process: Create, edit, or delete memorized transactions.

 

Always feel free to visit us here if you have other questions about managing your memorized transactions in QuickBooks. I'm always here to help.

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