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colleen-buddemeyer
Level 1

How do I set up an automatic payment deduction from my checking account so I don't have to enter it every month. i.e. insurance payment

 
1 Comment 1
KimberlyS
QuickBooks Team

How do I set up an automatic payment deduction from my checking account so I don't have to enter it every month. i.e. insurance payment

We appreciate you posting your queries in this forum, Colleen. You can create recurring expenses or checks to record monthly payments. I'll provide more information regarding this matter, including alternatives to help you automate your payment recording process.

 

Although these recurring entries help automatically deduct funds from your checking account, it's worth noting that it's only for recording purposes and doesn't affect your actual account.

 

As an alternative, several supported applications can be integrated into QBO to meet your business's needs. You can look for one that can help you subtract money from your real account with these steps:

 

  1. Select Apps from the left pane and head to the Find apps page.
  2. Enter a keyword from the Search field and pick your preferred app.
  3. Click Get App Now and follow the onscreen instructions to complete the integration process.

 

APP.jpg

 

As the ability to set up automatic recurring payment deductions from your actual checking account for monthly expenses is a great idea to save time from manual recording, I recommend sending feedback directly to our product development team. They can consider your suggestions for future updates to simplify the payable management process.

 

To have data reflecting all your expenses, you might want to scan this material for guidance on running and customizing the Expenses by Vendor Summary report: Run a report with vendor totals.

 

If you have other questions or need further clarification regarding bill payments and other transactions, please feel free to post again in this forum anytime. We're always available to help you perform different business tasks seamlessly.

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