How to Create All 12 Credit Card Bills for the Year

Learn step-by-step how to duplicate and create recurring monthly Tompkins bills in QuickBooks, ensuring all 12 bills for the year are set up efficiently.

October 30, 2025 By Tim Moody

Purpose

In this guide, we'll learn how to create a series of monthly general expense bills for a vendor in QuickBooks by duplicating and editing an existing bill. This process helps you prepare all necessary bills for the upcoming year efficiently. By following these steps, you can ensure that your vendor records are organized and up to date.

The Steps

Start in QuickBooks. Go to the Vendor Center and open the Tompkins vendor profile.

Step #1: Click on "Tompkins" — Click on "Tompkins"

Find the most recent bill for the current year. In this example, double-click to open the December 2025 general expense bill.

Step #2: Double-click on "Dec General Expense" — Double-click on "Dec General Expense"

With the bill open, click the "Create a Copy" button at the top of the window.

Step #3: Click on "Create a Copy" — Click on "Create a Copy"

A new duplicate bill will appear.

We need to change two fields. The first field is the date. Click the calendar and set the date to January 16 of the next year.

Step #6: Click the correct date — Click the correct date

Next, in the field below, update the abbreviated month to match the date you just entered. In this case, we're changing "Dec" to "Jan."

Step #7: Delete "Dec" in the reference field. — Delete "Dec" in the reference field.

Type "Jan"

Step #9: Click on "Save & Close" — Click on "Save & Close"

Find the January general expense bill you just created and double-click to open it.

Example #2

Step #10: Double-click here — Double-click here

Click the "Create a Copy" button again.

Step #11: Click on "Create a Copy" — Click on "Create a Copy"

Change the date to February 16, and change the abbreviated month to "Feb" in the reference field

Step #12: Click on "Feb General Expensel" — Click on "Feb General Expensel"

Step #13: Click on "Save & Close" — Click on "Save & Close"

Repeat the open, copy, edit, and save process for each bill until all 12 bills for 2026, from January to December, are created.

You're done. The 12 container bills are now in QuickBooks and ready for the year.

Make sure to remove any one-off charges that may have been in the original bill you duplicated! However, if any regular, monthly charges are expected - like the two shown in these examples (the monthly internet bill and the monthly water testing fees), those should stay.