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Hi lenfisher-
If you're on the Essentials or Plus plan, you could utilize recurring transactions in order to record this debt. Depending on your needs, I'd recommend referring to our article on how to set this up. Create templates for recurring transactions
Take a look and let us know if that would work for you; and if you're not on Essentials or Plus, also reply here so that we might find an alternative solution.
-Christine
Hi lenfisher-
If you're on the Essentials or Plus plan, you could utilize recurring transactions in order to record this debt. Depending on your needs, I'd recommend referring to our article on how to set this up. Create templates for recurring transactions
Take a look and let us know if that would work for you; and if you're not on Essentials or Plus, also reply here so that we might find an alternative solution.
-Christine
Thanks for your quick response.
I am only on basic as my turnover is about $11K p.a. so not economical to upgrade as after costs, is only really a hobby business in retirement. I will just enter at end of each month as I do now. I was confused last year as I thought I had 2 payments removed in each month but that was not the case (2 Intuit entries on debt but 1 was a notice and 1 was EOM payment debt)
Thanks for your help anyway.
Regards
Len Fisher
Len Fisher Handyman Services.
Hi lenfisher-
I see, unfortunately recurring transactions are only available on Essentials and Plus.
How are you recording the debts? If they are all "payments" coming in from the bank feed (spent funds on the bank feed), you could always use banking rules to recognize the payment and add to your books. However, if this is not the case, adding the expense for the debt manually would be your best option here.
Reply here with any other questions.
-Christine
Hi Christine
We have a QBO subscription that is not Essentials or Plus (and is paid through our Accountant), but we are wanting to do recurring transactions for recurring invoices we raise for our customers. Is this possible?
Thanks
Jeanette
Hi Jeanette,
Thank you for reaching out and welcome to our Community!
I would suggest having a discussion with your accountant to see if he or she can upgrade your subscription to Essentials or Plus to use the recurring invoice function.
Thank you and please let us know if you require any additional assistance.
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