Setting Up Recurring Bills Or Expenses (QBO PDF Checklist)

Setting Up Recurring Expenses or Bills.

  1. Go to Expenses—>Vendors
  2. Choose vendor
  3. Open an existing recurring bill or expense (example: Rent)
  4. At the bottom, choose Make Recurring
  5. At the top, choose Scheduled in the drop down
  6. Choose interval (Example: Monthly on the 1st, start date 8/1/2022)
  7. Save Template