Set up a recurring bill

You can start with a new or existing bill and make a recurring template from it.

  1. Start a bill or find an existing one and open it.
  2. Fill in or complete the data that you want to include on a recurring basis.
  3. Click Make recurring at the bottom of the bill. QuickBooks creates a copy of the bill and opens a new section at its top.
  4. Enter a template name, type, and payee (vendor) for the recurring bill. How do the different types work?
  5. To create a recurring template with a schedule associated with it, select the Interval for how often the transaction will be created. For example:

    To repeat...

    Use

    Every other week

    Select Weekly and enter "every 2 weeks"

    Twice a month

    Create two scheduled Monthly transactions: one for the first transaction per month, and one for the second

    Quarterly

    Select Monthly and enter "every 3 months"

    Semiannually

    Select Monthly and enter "every 6 months"

  6. To create a scheduled transaction in advance, enter the number of days in advance you want.
  7. Click Save template.

QuickBooks returns you to the original bill. From there, you can make changes to that bill and save it, or close the bill. To close the bill, click Close (x) in the upper right.

See also

Edit or reschedule a recurring template

Pay bills