Is it possible to make expenses recurring?

makaron · ‎May 18, 2020

There are same expenses every month. I want to premake them so I can just click and select them instead of typing every time.

Is that possible?

JamesM · ‎May 20, 2020

Thanks for clarifying. This feature is only available on the Essential and Plus accounts at this time. The closest feature to what you've described would be the auto-fill feature. Turning on the auto-recall feature to pre-fill transactions is quick and easy. However, when turning on auto-recall, there are some changes that you need to know.

In the meantime, here's how to turn on the feature:

Go to Settings ⚙, then select Account and Settings.
Select Advanced.
In the Automation section, select the pencil icon.
Choose Pre-fill forms with previously entered content to enable auto-recall. Uncheck the box to disable the auto-recall feature.
Select Save at the bottom of the Automation box, then Done to record your changes.

Check out this article for more info on: How to use auto-recall to pre-fill transactions. Let me know if this helps.

View solution in original post

JamesM · ‎May 18, 2020

Hi there,

QuickBooks makes it simple to manage your transactions and I'll be glad to give you a hand.

Based on what you've described, I recommend creating recurring transactions. 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.

When you need a new template, you'll have to start from scratch, here's how:

Go to Settings ⚙.
Under Lists, select Recurring Transactions.
Select New.
Select the type of transaction to create, and then select OK.
Enter a Template name.
Choose a Type: Scheduled, Unscheduled, or Reminder.

I recommend checking out this article for more info: Create recurring transactions in QuickBooks Online. Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link.

makaron · ‎May 20, 2020

Is that available on Easy start?

I can't find it

Thank you

JamesM · ‎May 20, 2020

Thanks for clarifying. This feature is only available on the Essential and Plus accounts at this time. The closest feature to what you've described would be the auto-fill feature. Turning on the auto-recall feature to pre-fill transactions is quick and easy. However, when turning on auto-recall, there are some changes that you need to know.

In the meantime, here's how to turn on the feature:

Go to Settings ⚙, then select Account and Settings.
Select Advanced.
In the Automation section, select the pencil icon.
Choose Pre-fill forms with previously entered content to enable auto-recall. Uncheck the box to disable the auto-recall feature.
Select Save at the bottom of the Automation box, then Done to record your changes.

Check out this article for more info on: How to use auto-recall to pre-fill transactions. Let me know if this helps.

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Is it possible to make expenses recurring?