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bluestraveller66
Level 1

How do I setup a Recurring Transaction Template in Quickbooks Online

I drive for Uber in Canada and would like to set up a Recurring transaction template for recording my weekly pay statements

1 Comment 1
JoelES
QuickBooks Team

How do I setup a Recurring Transaction Template in Quickbooks Online

Hi there, bluestraveller66.

 

I can assist you in creating a recurring transaction template for your weekly pay statements, which will help you save time and stay organized despite your busy schedule.

 

Here's how to do it:

 

  1. Go to All apps and then select Accounting.
  2. Click on Recurring transactions.
  3. Select New, then click OK.
  4. Enter a Template name.
  5. Select a TypeScheduledReminder, or Unscheduled.
  6. For Scheduled and Reminder templates, under Interval, decide how often the transaction will recur.
  7. Decide whether to include unbilled charges, automatically send emails, and mark these transactions to print later.
  8. For scheduled or reminder transactions with Merchant Services, choose how your customer can pay you online in the Online Payment section.
  9. Fill out the transaction details and select Save template.

 

For more information, you can also check out this article: Create recurring invoices and other transactions in QuickBooks Online.

 

Feel free to reach out with any additional questions by leaving a comment below.

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