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hugh-cox
Level 2

Cash Flow Recurring transactions

I run a small business.  I use my credit card to pay may insurance, phone, and other monthly recurring bills.  Since Cash Flow doesn't look at my credit card statement, how can I enter these know events that happen every month.  They are fixed value so it doesn't change.

Thanks

1 Comment 1
Jen_D
Moderator

Cash Flow Recurring transactions

Thanks for visiting our forum today, @hugh-cox,

 

Do you want to set up recurring transactions for credit card expenses in your third-party provider account(Cash Flow)? If yes, I'd recommend getting in touch with their support provider to get help with this. They can walk you through the process and can provide more details if these entries can be imported into QuickBooks.

 

However, if you want to log these credit card payments manually in QuickBooks Online, you can create recurring Bills or Expense transactions. If you let QuickBooks create bills automatically, you will need to still apply the payment manually after it is generated by the system.

 

These articles will guide you how to process bill payments in QBO:

 

Otherwise, use recurring expenses to show the expenditures without going through paying bills manually. Here's how to create recurring entries in QuickBooks Online:

 

  1. Click the cogwheel icon and choose Recurring transactions.
  2. Press New then choose 
  3. Bill or Expense for the Transaction Type.
  4. Enter the Template name and make sure the Type shows Scheduled.
  5. The interval of occurrence should be filled out too.
  6. The Account and Payment method is what you want to use for the payment.
  7. Input all the information of the expense then hit Save template.

 

To learn more about creating recurring transactions in QuickBooks Online, see the following links:

 

Let me know if you have further questions about this or need further help with anything in our program. I'll be more than happy to help. Have a lovely week!