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0001189379
Level 1

How do you set up a memorized transaction that does not occur regularly.

 
1 Comment 1
Intuit Zac
Content Creator

How do you set up a memorized transaction that does not occur regularly.

Hi 0001189379, 

 

In this case where a transaction does not occur regularly, I would suggest utilising the "Copy" function in QuickBooks Online. To make a copy of any invoice previously created:

 

Copy an Invoice

Need to make a copy of an Invoice?

Follow these steps below:

  1. Click Sales in the left hand menu
  2. Select Invoices
  3. Click on the Invoice you wish to Copy
  4. Click More at the bottom of the page and then Select Copy 

 

If you prefer to create a template, please refer to this article:

 

Create templates for recurring transactions

https://quickbooks.intuit.com/learn-support/en-us/getting-started/create-templates-for-recurring-tra...

 

"It is not necessary to fill in every field for Reminder or Unscheduled templates. Enter just the data to be repeated in each occurrence. You'll be able to edit each occurrence before it's actually created."

 

Please let us know if you have any questions.