Create recurring transactions in QuickBooks Online
by Intuit•26• Updated about 8 hours ago
Learn how to create templates for recurring transactions in QuickBooks Online Essentials, Plus, and Advanced.
In QuickBooks Online you can create templates for recurring transactions, like recurring expenses. You can do this for any transaction except bill payments, customer payments, and time activities. We'll show you how to set up and make the most of recurring templates.
Note: You can automate credit card payments with a recurring sales receipt.
Create a new recurring template
Here's how you can create a new template:
- Go to Settings ⚙.
- In the Lists column, select Recurring transactions.
- Select New.
- Select the type of transaction to create, and then select OK.
- Enter a Template name.
- Select a Type: Scheduled, Reminder, or Unscheduled.
Note: If you're creating a scheduled or reminder type of recurring template for an invoice, indicate whether it should automatically send emails.
- Complete the fields and select Save template.
Make any transaction a base template for a recurring transaction
Your estimates or invoices will look different depending on whether you have the old or new estimate and invoice experience. Find out which experience you have. |
Duplicate an existing template
Create templates more quickly by duplicating existing templates.
- Go to Settings ⚙.
- Select Recurring transactions.
- In the Action column, select Duplicate from the Edit▼ dropdown menu. All settings except the title will be in the duplicate copy.
Edit a recurring template
You can edit recurring templates for any changes in invoices, expenses, and other tasks you do regularly.
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