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How to set up a recurring bill

You can use templates to set up a recurring bill.

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 supplier, account or item details, description, amount, etc.
  3. At the bottom of the bill, select 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... then...
      Every other week Select Weekly, then every 2 weeks.
      Twice a month Create two scheduled monthly transaction: one for the first transaction per month and one for the second transaction.
      Quarterly Select Monthly, then every 3 months.
      Semiannually Select Monthly, then every 6 months.
    • 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. On the Create _ days in advance field, enter the number of days before the date set in the "Interval" section you want the bill to be created in advance. 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. Select Save template.

Now you know how to set up a recurring bill.

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