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steve267
Level 1

In the mobile app, how do I create a recurring invoice?

 
1 Comment 1
Daniela_A
QuickBooks Team

In the mobile app, how do I create a recurring invoice?

Welcome to the Community, @steve267.

 

I'm here to share another workaround that can create recurring invoices using your mobile.

 

Currently, the option to create recurring invoices using the mobile app isn't available. In the meantime, you'll want to log in to your QBO account using your phone's browser to create one. Let me show you how:

 

  1. Log in to your account using a browser.
  2. Go to Settings ⚙.
  3. Select Recurring transactions.
  4. Select New.
  5. Select the type of transaction to create, and then select OK.
  6. Enter a Template name.
  7. Select a Type: Scheduled, Unscheduled, or Reminder.

 

Additionally, you'll want to check out this article to learn which QuickBooks Online mobile app features are supported on mobile devices: Compare mobile app features.

 

Let us always know if you have follow-up questions. We'll make sure that you get the help that you need.