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Norm S
March 6, 2022
Question

Memorized Transactions in QBO?

In desktop we used memorized transactions for rent, etc. Is there anything like that in QBO?

6 replies

Rustler
Rustler
Level 15
March 8, 2022

QBO has them, I forget what they are called but I think it is recurring transactions. And I do not remember which versions of QBO has them, check the menu tree to find out

JenoP
JenoPQuickBooks Team
QuickBooks Team
March 8, 2022
I'd be glad to jump in and help with your question about memorized transactions, Norm S.
 
Rustler is correct, the same feature is called recurring transactions in QuickBooks Online. This feature is currently offered in the QBO Plus and Advanced versions.
 
Let me share the steps the steps on how to use the feature in QBO:
 
  1. Go to the Gear or Settings icon. and select Recurring transactions.
  2. Click New and select the type of transaction to create.
  3. Select OK and enter a Template name.
  4. Choose a Type: Scheduled, Unscheduled, or Reminder.
  5. Complete the remaining fields, then click Save template.

 

Additional information on how to use this feature are thoroughly discussed in these articles :
 

 

We'd be glad to answer your follow-up questions if you need more information from us. We're always here to help and guide you. 
FrankB1
April 27, 2022

I am current Quickbooks Desktop user. QB Online has some features I would like but when I tried it several years ago it Online was not able to import my Memorized Transactions. These are all monthly invoices. 

 

Is this still the case that in order to use the Recurring Transaction feature in online you have to manually recreate these one by one ?

 

thank

Frank

Charies_M
Level 9
April 27, 2022

Welcome aboard to the Community, FrankB1.

 

I can share some insights about importing memorized transactions into QuickBooks Online (QBO).

 

Recurring transactions cannot be imported into QBO. Instead, you'll want to create a new recurring template. I'll show you the steps below:

 

  1. Go to the Gear icon.
  2. Select Recurring transactions.
  3. Click New to create a new template or select Edit under the ACTION Column to edit the template.
  4. Add additional details to the recurring invoice.
  5. Then click the Save template bottom when done.

You can also refer to this article for more details about the recurring templates: Create recurring transactions in QuickBooks Online.

 

For more information about importing or exporting data, you can check out these articles: 

As always, you're free to leave a comment if you have further questions about managing your invoices in QuickBooks. I'll be happy to help. Keep safe!

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