
Create and manage recurring transactions in QuickBooks
by Intuit•49• Updated 2 weeks ago
Learn how to create, edit, and manage recurring transactions. This article covers how to create templates, schedule recurring transactions, automate credit card payments with sales receipts, and troubleshoot common issues. You can also create recurring transactions from existing ones, duplicate and edit templates, and delete them when necessary.
This article is for customers who use QuickBooks Online Essentials, Plus, and Advanced. If you use Simple Start, you can upgrade your plan if you're ready to set up recurring invoices. |
Note: You can automate credit card payments with a recurring sales receipt.
Make an existing transaction recur
When you create or edit an invoice, receipt, bank deposit, credit note, or credit statement, you can make it recurring.
- To make an invoice recur, select Manage ⚙, then select Scheduling. Turn on Make invoice recurring and fill out the details, then select Save template.
- To make a receipt, bank deposit, credit note, or credit statement recur, select Make recurring.
Note: You can’t turn an existing estimate into a recurring estimate. Create a new recurring estimate from scratch, as described above.
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