How to Create Recurring transactions in QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Create Recurring transactions in QuickBooks Online

2. Recurring transactions

Recurring transactions are a way to quickly create different transactions with the same information that will happen on a regular occurrence. These transactions can be set up to record automatically or they can be set up for manual entry via the template created under the recurring transactions feature.

QuickBooks Online will save the transaction as a template and will allow the Customer to manually change the date and amount at the anniversary of the occurrence of the next due transaction if unscheduled. If scheduled, QuickBooks Online will automatically post the transaction. Invoices can be set to automatically email them while they sleep.

The recurring transactions feature is available in Plus and Essentials versions, but not in Simple Start.

To view the recurring transaction list, navigate to Gear icon > Lists > Recurring Transactions.