How To Setup Recurring Transactions In QBO

In QuickBooks Online you can create templates for recurring transactions, like recurring expenses. You can do this for any transaction except bill payments, customer payments, and time activities. 

To create a new recurring template:

  1. Go to Settings ⚙.
  2. Select Recurring transactions.
  3. Select New.
  4. Select the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Select a Type: Scheduled, Unscheduled, or Reminder.
  7. Complete the fields and select Save template.

Make an existing transaction recurring: 

  1. Open an existing transaction.
  2. In the footer of the form, select Make recurring to create a template (or Enable Recurring Payments). If you opened an invoice, instead select Automation, then Recurring invoice.

Duplicate an existing transaction:

  1. Go to Settings ⚙.
  2. Select Recurring transactions.
  3. Choose the template, then in the Action column ▼ dropdown menu select Duplicate. All settings except the title will be in the duplicate copy.

Edit a recurring template:

  1. Go to Settings ⚙ and then select Recurring transactions.
  2. From the Action column, select Edit for the transaction you want to edit.
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