Learn How to Set up Recurring Payments in Quickbooks Desktop by following the instructions below.
Step 1: Locate an existing check or create one from scratch.
You can select to locate an existing check from the register, the check detail report, or the supplier center. Here's how to accomplish it:
By using the Register:
To begin, go to the main menu and select Banking, then Use Register.
If you have multiple bank accounts, make sure you select the correct one.
Now find the check you wish to memorize and double-click it.
Using the Check Detail Report:
To use this approach, go to the top of the page and click Reports > Banking > Check Details.
Go to the transaction type filter and select check, then select all suppliers in the Name field.
Finally, find the check you wish to memorize and double-click it.
By way of the Supplier Center:
To get started, go to the top menu and select Suppliers, then Supplier Center.
Go to the 'transactions tab' and click on checks in the second step.
Finally, locate the check and double-click it to memorize it.
If you want to make a fresh check:
Go to the top menu and select Banking, then write the check (you may also use Ctrl + W).
Now you must fill up the check according to your wishes and needs; it will appear in the same manner in the future.
After you've completed the first two steps, click the save and close button.
Step 2: In QuickBooks Desktop, memorize the check for automatic payment.
To begin, go to the QuickBooks desktop check screen and hit Ctrl + M or click Memorize.
Now, select the reminder option and, in the 'How often' box, select the frequency, such as monthly, weekly, or quarterly.
In the 'Next date' box, choose the next payment date. And then enter the amount of payments you want to enter in the 'Number remaining' box.
Now go to the 'Days in advance to enter' box or field and choose how many days ahead of time you wish to record the transaction or receive a reminder to register the transaction. If you want to pay on the due day, you can also put zero.
In this stage, click ok to memorize the transaction, and this command will return you to the write check screen that we opened before.
You must now uncheck 'print later' and modify the check number to 'Auto Payment or Pay' if the check is auto-pay.
By clicking the save and close button, you may finish the process.
You may set up recurring payments for your suppliers in QuickBooks desktop by following the easy steps above. We've also compiled a list of frequently asked questions that you can consult; let's have a look at them.
Thanks it was very helpful
klmlm
This process lets you create a recurring payment for an invoice, payment, and sales receipt.
1. Go to Customers, then select Credit Card Processing Activities.
2. Select Set Up Recurring Payments.
3. Find the name of your customer on the search field. If it's a new customer, select Add New.
4. Under Invoice Type
If you want an invoice and payment, select Itemized List, then fill out the fields.
If you want a sales receipt, select Amount Only, then enter the amount.
5. Fill out the fields under Payment Method, then select Next.
6. Verify all info and terms of the payment setup matches with the signed authorization form, then select Submit to save or Edit if you need to make changes.
This May Help,
Peter