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How to best record auto payment that goes to many accounts. Template ???

 
QuickBooks Team
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Re: How to best record auto payment that goes to many accounts. Template ???

It's nice to hear from you again, @coxoil1.

 

I can share some insights on recording auto payments that go to multiple accounts in QuickBooks Desktop.

 

If you're referring creating an automatic payment for a vendor, you have the option to create a recurring check so it'll be paid and recorded automatically. However, this will allow you to select one bank account only. You'll need to create multiple recurring checks to acquire multiple bank accounts.

 

To give you more details about this process, you may read through this article: Create an automatic recurring payment (check) to a vendor.

 

However, if you're referring to automatic payments from a customer, you'll need to create a recurring sales receipt. Take note that you can only choose one account per recurring transaction.

 

On the other hand, are constantly evolving and adding features to help you run your business easier. I'd encourage you to visit the New Feature section on your QuickBooks to be updated with our news and updates including innovations.

 

To do that:

  1. Click on Help.
  2. Select on New Features.
  3. Choose New Feature Tour.

Please don't hesitate to get back to me if you're referring to something else. I'll be around to provide further assistance.