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Everything you need to know about banking in QuickBooks Online - Discover more
jennytompsett
Level 1

I have begun using QB Online. Can I group a number of recurring transactions under one group so that on a particular date, I can enter the whole group with one click ?

 
1 REPLY 1
AlcaeusF
Moderator

I have begun using QB Online. Can I group a number of recurring transactions under one group so that on a particular date, I can enter the whole group with one click ?

Hello jennytompsett,

 

Thank you for posting here in the Community. It would be my pleasure to answer any questions you may have with the recurring transactions in QuickBooks Online.

 

Right now, the ability to create memorized transaction groups is only available in the Desktop version of QuickBooks. For now, the only option in QuickBooks Online is creating recurring transactions individually with the Scheduled, Unscheduled, and Reminder type options.

 

For additional insight into Recurring Transactions, I'm adding the article I recommend on this:

 

Add Recurring Transactions.

 

Feel free to let me know if you have further concerns about grouping recurring transactions. I'm always up to lend a hand.

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