QuickBooks HelpQuickBooksHelpIntuit

Create a recurring transaction [Video]

by Intuit Updated 1 year ago

Below is a short video on how to create a recurring transaction in QuickBooks.

To create a recurring transaction:

1. Go to the Gear Icon, select Recurring Transactions.
2. Click on New, choose your Transaction Type, then click OK.
3. Enter a Template Name and choose Template Type.
4. Enter the details of your transaction.
5. Under Interval section, choose how frequently you'd like to create the transactions for, when to start and stop creating the transaction.
6. Once you have completely filled in the rest of the transaction, click Save Template.

If you need more help, get support from our Social channels by clicking on an icon: User-added image User-added image

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this