How To Set Up Recurring Payments To Vendors in QuickBooks Desktop

Mark has researched and reviewed accounting software at Fit Small Business since 2019 and has developed an extensive cognition of accounting software features and how unique business needs determine the best account software. Tim is a Certified QuickBooks Time ( once TSheets ) Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. He brings his expertness to Fit Small Business ’ s accounting content. If you have a seller or vendors that you pay on a regular basis, you should consider setting up recurring payments in QuickBooks Desktop to streamline your transaction procedure. once your payment details are set up, you can move fore confidently, knowing that your vendors get paid the right amount and at the properly time .
today, we ’ ll usher you how to set up recurring payments to vendors in QuickBooks Desktop, including how to edit and delete recurring payments. The initial step of setting up recurring payments in QuickBooks Desktop depends on whether you have an existing hindrance for the seller you wish to pay on a fall back basis.

If you haven ’ deoxythymidine monophosphate purchased a QuickBooks desktop product so far, consider signing up for QuickBooks Desktop Pro, one of our best small business account software, or check out its other desktop products. Visit the Intuit web site to learn more about each product, or read our comparison of all QuickBooks Desktop software to help you decide .
Visit QuickBooks Desktop
Watch the video tutorial under and the bit-by-bit instructions that follow :

How To Set Up Recurring Payments in QuickBooks Desktop With a New Check

If it ’ s your first payment, then you need to enter the first gear see to set up a recurring transaction. To do this, follow the steps below :

  1. Write a new check.
  2. Memorize the transaction.

1. Write a New Check

To write a new check, select the Write Checks icon under the Banking menu on your QuickBooks Desktop home page :
Write a New Check in QuickBooks Desktop The Write Checks window will appear. To enter your confirmation, you need to enter the follow data in QuickBooks Desktop :

  1. Bank Account: Select the bank account from which the payment will be deducted.
  2. Print Later: Click the box if you want to create the check now but wish to print it later.
  3. Pay to the Order of: Select the vendor’s name.
  4. No.: If you’re printing the check now, enter the number from the check you’ll place in the printer.
  5. Date: Enter the date when you’re issuing the check.
  6. Amount: Enter the amount.
  7. Address: This field is populated automatically based on the information entered during the payee setup.
  8. Memo (optional): Enter additional information to describe the transaction.
  9. Expenses or Items tab: Assign the check to an expense account or item.

Write Checks Window in QuickBooks Desktop Click on the Save menu on top of the screen .
If you need a scout in creating a check, check out our tutorial on how to write and print checks in QuickBooks Desktop .

2. Memorize the Transaction

To set up a recurring payment, you need to memorize the check that you created. To execute this, click on the Memorize push button on top of the write bridle screen as indicated by the hanker arrow in the screenshot above.

QuickBooks Desktop will display the Memorize Transaction filmdom. From here, select the Automate Transaction Entry push button, and meet in the follow fields :

  1. How Often: Select the frequency of the payment. Choose from the options provided, such as daily, weekly, every two weeks, and twice a month.
  2. Next Date: Enter the schedule of your next payment.
  3. Number Remaining: Indicate a specific number of payment times. For instance, if it’s a 24-month loan, enter 23 (24 including the first check).
  4. Days in Advance to Enter: Set a specific number of days prior to the transaction date.

Memorize Transaction Screen in QuickBooks Desktop Click OK to memorize the transaction .
The transaction is recorded in the determine read. To view it, click on the Check Register icon under the Banking menu :
Open Check Register to View the New CheckNew Check is Recorded in the Register

How To Set Up Recurring Payments in QuickBooks Desktop With an Existing Check

If you already have an existing crack, follow the steps below to set up a recur payment :

  1. Find the check in the register.
  2. Memorize the transaction.

1. Find the Check in the Register

blue-ribbon Check Register from the Banking menu. Highlight the transaction you want to memorize by plainly clicking anywhere on the wrinkle submission. Tap on the Edit button in the upper right corner of the screen, and then click the Memorize Check drop-down menu :
Memorize an Existing Transaction in QuickBooks Desktop

2. Memorize the Transaction

QuickBooks Desktop displays the same Memorize Transaction screen that appears when memorizing a fresh check. Select Automate Transaction Entry, provide the want information, and chatter OK to continue .

Edit or Delete a Recurring Payment

To view memorize transactions, suction stop on the Lists menu on top of the screen, and blue-ribbon Memorized Transaction Lists .
View List of Memorized Transactions in QuickBooks Desktop As you can see in the screenshot below, QuickBooks Desktop recorded our two memorize transactions :
Transactions Recorded in the Memorized Transaction List

Edit a Recurring Payment

If you want to make some changes to your recurring transaction, suction stop on Edit on top of the riddle, and choice Edit Memorized Transaction. Again, it ’ ll bring up the memorize transaction screen. Make your coveted changes, and click OK to proceed :
Edit a Memorized Transaction in QuickBooks

Delete a Recurring Payment

You ’ ll notification that there ’ s no option to edit the amount in your recurring transaction. In this shell, you need to delete the recurring requital and enter a fresh one. Deleting a recurring payment besides makes sense if your requital has ended and you want to take your transaction out of QuickBooks. To delete a recur payment, water faucet on Edit, and blue-ribbon Delete Memorized Transaction :

Delete a Recurring Payment in QuickBooks Desktop A message prompt will appear, asking if you want to delete the memorize transaction. Click OK to continue :
Click OK to Delete a Memorized Transaction

Wrap Up

That ’ s how easy it ’ s to set up recurring payments to vendors in QuickBooks Desktop. Thank you for your clock time, and we hope you found this helpful. You might besides want to study our tutorial on How to Reconcile a Credit Card Balance in QuickBooks Desktop .
If you want to take your background file to the obscure, be sure to check out our tutorial on how to convert QuickBooks Desktop to QuickBooks Online .

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