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October 3, 2020
Question

On the QBO app on an iPad where do you find the recurring template list?

  • October 3, 2020
  • 1 reply
  • 2 views
No text available

1 reply

LieraMarie_A
Level 8
October 3, 2020

I'm here to help you access your recurring templates on your iPad right away, @rita24!

 

QuickBooks Mobile App allows us instant access to your QBO data from your mobile device. However, there are some limitations when using the mobile app. Not to worry, you can still access your recurring template list using a web browser on your device. It works the same with how you access your account on your computer. I'll guide you how.

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon.
  3. Select Recurring transactions.

 

For more details about the process, refer to this link: Create Recurring Transactions in QuickBooks Online.

 

Let me also add these articles that provide quick access to useful resources if you are using the QuickBooks mobile app, as well as the comparison of available features on different devices:

 

Fill me in if you have more questions about handling your recurring transactions in QuickBooks Online. I'd be glad to help you achieve your goals.