How to Setup Recurring Payments in QuickBooks Desktop?

by James Antonio

Do you have a number of suppliers or vendors whom you want to pay on recurring basis?

As a matter of fact, almost all the small and medium-size business owner would definitely have one or two suppliers whom they have to pay on recurring basis for their products and services. But you need not worry about paying them manually every period, you can setup an automatic recurring payment method in QuickBooks desktop to do so.

Setup Recurring Payments in QuickBooks Desktop

If you set up automatic recurring payment for your suppliers, it will help you in saving time, manual efforts and errors. And not only this, you can track your payments and any issue with them. This method is also known as Auto-pay method and it also helps in organizing your payment system as the amount will be automatically deducted from the bank account as per your instructions. Let us now see in the next section, how to actually accomplish this task.

Steps for Creating or Setting up of Automatic Recurring Payment in QuickBooks Desktop

Know the solutions steps for create or setup recurring payments in QuickBooks Desktop.

Step 1. Locating an Existing Check or creating a new one

For locating an existing check you can choose to do it from the register, check detail report or from the supplier centre, let us see how to do to this:

Through the Register:

  1. First, click on Banking from the top menu and click on use Register.
  2. Choose the correct bank account in case you have multiple bank account set up.
  3. Now locate and double-click on the check that you want to memorize.

Through the Check Detail Report:

  1. In this method, click on the Reports at the top > click on Banking > and then click on check details.
  2. Now, go to transaction type filter and choose check and in Name select all suppliers.
  3. Lastly, locate and double-click on the check that you want to memorize.

Through the Supplier Centre:

  1. First, click on the Suppliers at the top menu and then click on supplier centre.
  2. In the second step, go to the ‘transactions tab’ and click on checks.
  3. And in the last step find the check and double-click to memorize it.

If you want to Create a new Check:

  1. Click on Banking from the top menu and click on write check (you can also press Ctrl + W to do this).
  2. Now you need to fill out the check as per your wish and requirement, it will appear in the similar manner in future.
  3. Once you are done with the above two steps, click on save & close button.

Step 2. Memorizing the check in QuickBooks Desktop for Automatic Payment

  1. First of all, go to the check screen in QuickBooks desktop and press Ctrl +M or click on Memorize.
  2. Now, click on the reminder option, choose the frequency i.e., monthly, weekly, quarterly in the ‘How often’ box.
  3. Select the next date of payment from the ‘Next date’ box. And go to the ‘Number remaining’ box and enter the number of payments you want to enter.
  4. Now you need to go to the ‘Days in advance to enter’ box or field and select how many days in advance you want to record the transaction or a reminder for recording the transaction to be sent to you. You can enter zero as well, if you wish to pay on the due date.
  5. In this step, for memorizing the transaction click on ok and this command will bring you back to the write check screen, that we opened in the beginning.
  6. Now if in case the check is auto-pay, you will have to uncheck ‘print later’ and change the check number to ‘Autopayment or Epay’.
  7. You can complete the process by clicking on save & close button.

By following the above simple steps, you can set up the recurring payment for your suppliers in QuickBooks desktop. We have also collated a few frequently asked questions, that you can refer, let us have a look on them as well.


Need Some one on one QuickBooks Assistance?


What are the Process steps for Setting up the Automatic Recurring Payment for the customers in QuickBooks?

You need to start the process by clicking on the gear icon and then under the transaction type, choose the sales receipt. And after that, click on Ok, then you need to enter the template name and click on select scheduled as a habitual type and select the desired customer. Now you need to click on monthly in the interval section, enter dates, choose the payment method, fill in required information and click on the save template button.

Can you list down the Process steps to Manage the Recurring Transactions and Payments in QuickBooks?

First of all, click on settings on the QuickBooks page and open it, now go to the lists and select the recurring transactions. After this, choose the habitual bill that you want to control or manage. Now you can take the action to manage it by recreating an invoice.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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