Showing results for 
Search instead for 
Did you mean: 
Level 1

Do a procedure to set up recurring monthly payments

accounts payable recurring payments list
1 Comment
QuickBooks Team

Do a procedure to set up recurring monthly payments

Hello @sandy.jones,


If you’re trying to set up a monthly recurring schedule for your vendor payments, I can provide you the steps. 
Here’s how:

  1. Go to the Gear icon.
  2. Under the List, select Recurring Transactions.
  3. Click the New button.
  4. On the Transaction Type box, click the drop-down arrow and select the accounts payable either check, expense or bill.
  5. Enter the Template name.
  6. Below the Type box, you can choose between ScheduledReminder and Unscheduled. Check out this link to learn more about these recurring transaction types: Create recurring transactions.
  7. Select Vendor.
  8. Under the Interval section, choose Monthly on day 1st of every 1 month(s).
  9. Enter the Start Date and the End.
  10. Enter the needed Category or Item, and click Save template.

Recurring Payments will not show on Accounts Payable reports. However, you can use an expense or check and manually link it to a bill to display this transaction.

Here’s an article if you need help in making changes to your template: Edit a recurring template.


Let me know if there's anything else I can help you with QuickBooks. I'm always here to provide further assistance. Have a good day!

Need to get in touch?

Contact us