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carrie25
Level 1

Can I use recurring transactions to create placeholder bills that will appear in my accounts payable? I have many bills that recur monthly for equal or similar amounts.

I don't want to rely just on the recurring transactions list because one-off open bills won't appear there. I would like an easy and direct report that tells me what bills I should expect to have to pay in the next week (or other time period), whether they are auto-pay or I have to write a check.
5 Comments 5
Tori B
QuickBooks Team

Can I use recurring transactions to create placeholder bills that will appear in my accounts payable? I have many bills that recur monthly for equal or similar amounts.

Hey there, @carrie25.

 

Thanks for reaching out to the Community. I'm happy to help you find the right report to show what bills you should expect to pay.

 

I understand how having the right report can make a workday go by smoothly. I believe that based on the information you're looking for, an unpaid bills report would be just right for you. The unpaid bill's report will show you unpaid bills along with the due dates and days past due. This will help show your short term cash flow. I've included the steps below to open the report. 

 

  1. Go to Reports.
  2. Search for Unpaid Bills.
  3. Select a report period from the dropdown.
  4. Enter your due date.
  5. Hit Run Report.

 

Check out Track your cash flow in QuickBooks Online for more details. 

 

That should do the trick. Let me know if you have additional questions or concerns. You can reach out to the Community any time you need a helping hand. Take care! 

carrie25
Level 1

Can I use recurring transactions to create placeholder bills that will appear in my accounts payable? I have many bills that recur monthly for equal or similar amounts.

Thanks, Tori. It ALMOST works. The problem is, for some reason only SOME of the recurring transactions show up in the Unpaid Bills  report.  I'd swear the other ones are set up the same - Bills, scheduled, 7 days in advance, 1st day of the month. But they won't show up in the report.  See list of the current recurring expenses attached, showing which two show up in my "unpaid bills" report and which ones don't that I would like to. 

 

Is it perhaps because the two that do show up are older and repeats? I recognize that one of the others is created as an expense,  which I can change to a bill.  But the other ones just won't. 

 

Any advice welcome.  Many thanks. 

 

 

Nick_M
QuickBooks Team

Can I use recurring transactions to create placeholder bills that will appear in my accounts payable? I have many bills that recur monthly for equal or similar amounts.

Hi carrie25. 

 

Thanks for stopping by. This could be happening for a number of reasons, including as you mentioned because they're older and are repeats. Without being able to dive into your account and look at the specific details to determine what's going on, I recommend reaching out to our support team for further assistance, they will be able to look into your account with you in a private 1- on-1 setting where they can determine the issue and show you how to fix it click-by-click with a screen share tool. To reach them follow these steps:

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

I'm also including a helpful link that highlights the basics about reports, how to run them, customize them, print them and much more

 

If you have any other questions, feel free to post here anytime. Thank you and I hope you have a nice Monday evening. 

acarson
Level 2

Can I use recurring transactions to create placeholder bills that will appear in my accounts payable? I have many bills that recur monthly for equal or similar amounts.

I have the same problem.  I kept thinking I was missing something!  I manually entered 15 monthly future items and they showed on the Unpaid bills report-using all dates.  I have weekly recurring A/P that do not show on that report.  

 

Kevin_C
QuickBooks Team

Can I use recurring transactions to create placeholder bills that will appear in my accounts payable? I have many bills that recur monthly for equal or similar amounts.

Thanks for joining in this thread, @acarson. I'll provide some information about showing the weekly recurring transactions in a report.

 

In QuickBooks Online (QBO), future transactions will not be displayed in any reports unless they are successfully created. This can be created either manually or by using the scheduled recurring templates.

 

If you want to include recurring transactions in the reports ahead of time, you'll want to create them 7 or more days in advance from the schedule templates. This way, your future bills can be included with your weekly reports.

 

 

You can also utilize this article if you want to edit the recurring template in QBO.

 

You can customize and save your Unpaid bills report for future reference. To do so, just select Save Customization. The customized report can be accessed from the Custom Reports tab on the Reports page. Please refer to this article for more details:  Customize reports in QuickBooks Online.

 

Let me know in the comment section if you need further assistance about the recurring transactions in QBO. I'm always here to help. Have a good one.

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