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Idigcgroup
Level 1

Recurring Expenses


Is there any way to set up recurring expenses such as an insurance payment that occurs monthly? It is very time consuming to enter all of the expenses each month. 

4 Comments
David-212915
QuickBooks Team

Recurring Expenses

Hey @Idigcgroup,

 

Nice to have you in the Community today. I'm here to provide insight on setting up recurring expenses. 

 

QuickBooks Online has the ability to set up recurring transactions, including expenses, to help save users time. You can set up a recurring expense with the following steps:

 

  1. Click the Gear icon.
  2. Select Recurring Transactions
  3. Select New in the top right-hand corner. 
  4. Choose Expense and select Ok.
  5. Enter the details of the expense on this page.
  6. Click Save template.

 

Please be aware that this feature is currently only available in QuickBooks Online Plus. I'm including an article with additional insight on this: How To Create Templates For Recurring Transactions.

 

That's got it. I'm sure that you'll have recurring expenses setup, like your insurance payments, in no time. 

 

The Community is always here, so please let me know if you need anything. Have a good one. 
 

Buck Bard
Level 1

Recurring Expenses

This seems to be a very, very basic feature.  One that would apply to anyone.  Why would you not include it in other editions, like the Self Employed version I use?

JanyRoseB
QuickBooks Team

Recurring Expenses

Hello there, Buck Bard.

 

Thanks for getting back to us. Allow me to address your concern, so let me get this straightened out.

 

Since recurring transaction is only available in QBO and I can see how this feature in QBSE would be beneficial to your business. I'm preparing a feedback submission to our Product Development Team right now. They place a lot of value in the ideas provided by users, like yourself, when deciding on how best to improve QuickBooks.

 

For future reference, you may check the article provided by @David-212915 to learn more about recurring transaction. 

 

Please know that you're always welcome to post if you have any other concerns. Have good day ahead. 

kristinetrcka
Level 1

Recurring Expenses

I agree! This should absolutely be included with QB Self Employed! We have many reoccuring expenses. 

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