cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Can you set QB Online to warn you if you create a transaction too far into the future?

 
1 Comment
Moderator

Re: Can you set QB Online to warn you if you create a transaction too far into the future?

Hi there, @karen-m-kane.

 

Good to see you in the Community. I'll be glad to help share a way to avoid creating a transaction too far.

 

If you want to get a prompt when you enter the date interval or terms when creating the transaction, this option is currently unavailable. Instead, you can make use of the recurring reminder template so that you'll be able to decide which ones to create, and you can review and edit them first.

 

Here's how:

  1. At the top right, select the Gear icon.
  2. Choose Recurring Transactions.
  3. In the top right corner, click the New button.
  4. Select the Transaction Type, and then click OK.
  5. Enter the Template Name, and choose Reminder from the Type drop-down list. 
  6. Specify the days you'd like in the Remind box.
  7. Fill out the necessary details for your recurring transaction.
  8. Click Save template

Capture1.PNG

You can also check this article for more details: Create Templates For Recurring Transactions.

 

That should get you back on track. Always feel free to drop by again in the Community if you're referring to something else or if you need any help with QuickBooks. I'll be happy to help you further. Have a great day ahead.