How to Make QuickBooks Process Recurring Billing

Make bill payments automatic with memorized bills in QuickBooks.

For small businesses or households with multiple expenses, paying the bills can eat up a lot of time, even when the vendor information is automatically filled out during processing. Multiple recurring charges that need to be manually entered tack on even more time to the bill-paying process. QuickBooks can spare you from some of the tedious work of bill paying because it allows you to memorize bills and specify recurring dates to pay them.

Instructions

1. Click “Vendors” and click “Enter Bills” from the drop-down menu. A blank bill screen will appear.

2. Select the account you will be paying recurring charges to from the “Vendor” drop-down menu.

3. Click on the "Calendar" icon in the “Date” box and select the first date that you’ll be paying the bill.

4. Click on the "Calendar" icon in the “Bill Due” box and select the bill’s due date.

5. Enter the bill amount in the “Amount Due” box.

6. Right-click on the bill window and click “Memorize Bill” from the contextual menu.

7. Click on the “How Often” menu and select a recurring date from the drop-down menu. You can select from a variety of recurring dates, including monthly or quarterly. Optionally, you can also input a number into the “Number Remaining” box to specify a limited number of times to pay the recurring bill.

8. Click “OK” to save the memorized transaction.

9. Click “Save” to save the recurring bill.

References

• Intuit: QuickBooks Support: Entering Bills
• MitchelSellers.com: Recurring Billing With Quickbooks

Resources

• Intuit: QuickBooks