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communityoil
Level 5

How to set up a memorised transaction in Essentials for use as a blank template invoice. The blank would contain just the sales item and its price?

I have about 15-20 sales items and want to have each on an otherwise blank  template invoice.   I have been doing this successfully in QB desktop from memorised transactions?
Solved
Best answer June 08, 2019

Accepted Solutions
MirriamM
Moderator

How to set up a memorised transaction in Essentials for use as a blank template invoice. The blank would contain just the sales item and its price?

It's nice to see you here in the Community, communityoil,

 

I can provide information about setting up memorised transaction in QuickBooks Online.

 

The memorised transaction feature is only available in QuickBooks Desktop. In QuickBooks Online, what we have is the ability to set up recurring transactions for customers and vendors (such as checks, bills, invoices, sales receipts, estimates, etc). 

 

To create a recurring template, here's how: 

  1. Click the Gear Icon at the top.
  2. Under Lists, choose Recurring Transactions.
  3. In the Recurring Transactions page, click the New button at the upper right hand. 
  4. Choose the type of transaction to create, and click OK.
  5. Enter a Template name
  6. Choose a Type — Scheduled, unscheduled or reminder.
  7. Enter the necessary information.
  8. Click the Customize button at the bottom, then select Edit current.
  9. Go to Content Tab and click the 2nd pencil icon which have the item details, then just put a check mark for Rate and Product/Service.
  10. Click Done, then click Save template button.

For additional reference, you can check this article: Create templates for recurring transactions.

 

If you need further assistance with the steps, you can always contact our Customer Care support. They have additional tools to pull up your account and do a remote session.

 

To contact us, here’s how:

  1. Click this link https://help.quickbooks.intuit.com/en_GB/contact.
  2. Choose the QuickBooks Product.
  3. On the Contact Us page, select a topic.
  4. Click on Get Phone Number button to see the support number.

That's it! If you have further questions about recurring transaction, please let me know. I'm always here to help.

View solution in original post

2 REPLIES 2
MirriamM
Moderator

How to set up a memorised transaction in Essentials for use as a blank template invoice. The blank would contain just the sales item and its price?

It's nice to see you here in the Community, communityoil,

 

I can provide information about setting up memorised transaction in QuickBooks Online.

 

The memorised transaction feature is only available in QuickBooks Desktop. In QuickBooks Online, what we have is the ability to set up recurring transactions for customers and vendors (such as checks, bills, invoices, sales receipts, estimates, etc). 

 

To create a recurring template, here's how: 

  1. Click the Gear Icon at the top.
  2. Under Lists, choose Recurring Transactions.
  3. In the Recurring Transactions page, click the New button at the upper right hand. 
  4. Choose the type of transaction to create, and click OK.
  5. Enter a Template name
  6. Choose a Type — Scheduled, unscheduled or reminder.
  7. Enter the necessary information.
  8. Click the Customize button at the bottom, then select Edit current.
  9. Go to Content Tab and click the 2nd pencil icon which have the item details, then just put a check mark for Rate and Product/Service.
  10. Click Done, then click Save template button.

For additional reference, you can check this article: Create templates for recurring transactions.

 

If you need further assistance with the steps, you can always contact our Customer Care support. They have additional tools to pull up your account and do a remote session.

 

To contact us, here’s how:

  1. Click this link https://help.quickbooks.intuit.com/en_GB/contact.
  2. Choose the QuickBooks Product.
  3. On the Contact Us page, select a topic.
  4. Click on Get Phone Number button to see the support number.

That's it! If you have further questions about recurring transaction, please let me know. I'm always here to help.

Pix
Level 1

How to set up a memorised transaction in Essentials for use as a blank template invoice. The blank would contain just the sales item and its price?

Thanks - I'll try that.

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