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don-star883-com
Level 1

How do you setup recurring bills that are the same amount each month to automatically pay the vendor?

This is for Quickbooks OnLine. I don't want to have to click "schedule payment" each time it comes up on the schedule. Again, these are bills to pay vendors.
2 Comments 2
Fiat Lux - ASIA
Level 15

How do you setup recurring bills that are the same amount each month to automatically pay the vendor?

You can signup for a separate Melio account for free to integrate with QBO US version. You will be able to manage your bills with the approval process, schedule recurring payments, and pay them through ACH for free.

https://affiliates.meliopayments.com/pricing

 

RCV
QuickBooks Team
QuickBooks Team

How do you setup recurring bills that are the same amount each month to automatically pay the vendor?

Thanks for checking in with us.

 

In QuickBooks Online (QBO), we can create templates for recurring transactions such as recurring expenses. Except for bill payments, customer payments, and time entries, you can do this for any transaction.


If you need to create a recurring bill, simply specify a schedule and the bill will be generated automatically. See the screenshot for reference.

 

 

Here's how to set up a recurring bill: 

 

  1. Create a new bill or open an existing one.
  2. Fill in the data that you want to include on a recurring basis such as vendor, account or item details, description, amount, etc.
  3. At the bottom of the bill, tap Make recurring. QuickBooks Online creates a copy of the bill and adds a "Recurring Bill" section so you can set the recurring bill's preferences.
  4. Enter a template name.
  5. From the Type drop-down, select one of the following:
    • Scheduled: creates the bill automatically according to the schedule you specify.
      If you want to schedule the transaction...
    • Reminder: reminds you to create the bill using the template.
    • Unscheduled: you use the template to create the bill as needed from the recurring transactions list.
  6. Enter the number of days before the date set in the "Interval" section you want the bill to be created in advance on the Create _ days in advance field. Or if you selected Reminder from Type drop-down, how many days before the transaction date you want to be reminded.
  7. Specify the Interval and Start date of the recurring transaction.
  8. From the End drop-down, specify if you want it to end that transaction after a number of occurrences, by a set end date, or to not end recurring.
  9. Press Save template.
     

You can also follow the solution recommended by Fiat. Also, you can review the recurring templates created and make changes if necessary. I've added these articles to help you manage your recurring transactions: 

 

 

Feel free to leave a comment below to keep me posted if there's anything else I can assist you with. I'm always here to help you out. Take good care!

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