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June 30, 2020
Question

How do I set up memorized transactions, like monthly rental receipts, to remember accts, classes etc

  • June 30, 2020
  • 1 reply
  • 2 views
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1 reply

Level 4
June 30, 2020

Hello, @rcrogercampbell.

 

To memorize a transaction, let's use the recurring transaction in QuickBooks Online (QBO). Let me show you how.

 

In your QBO account:

  1. Click the Gear icon on the top menu.
  2. Choose Recurring Transactions under Lists.
  3. Click the New button.
  4. Select the type of template to create in the Transaction Type. 
  5. Choose OK.
  6. Enter the Template name.
  7. Choose a Type: Scheduled, Unscheduled, or Reminder.

 

To learn more about recurring transactions in QBO, you can check these helpful articles: 

 

 

Please know that I'm just a few clicks away if you need further assistance. Take care always.