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tom130
Level 2

How can you make the "interval" on recurring transactions have a day 29, 30 and 31? It only says day 28 and then says last day?

for recurring invoices
3 Comments 3
Jen_D
Moderator

How can you make the "interval" on recurring transactions have a day 29, 30 and 31? It only says day 28 and then says last day?

Thanks for your time checking this with us today, @tom130,

 

If you're setting up a monthly recurring invoice, the option to set up intervals for the 29th, 30th and 31st is currently unavailable. In order for QuickBooks to send the transactions during the last day of the month, use the Last option.

 

QuickBooks will use this preference to send the transaction based on the last day of the scheduled month (February 29, months with 30 and 31 days).

 

To learn more about creating recurring transactions in QuickBooks Online, see the following links:

 

Let me know if you have any other questions about this or need further assistance with other things in QuickBooks. I'll be right her to help you. Have a nice day!

tom130
Level 2

How can you make the "interval" on recurring transactions have a day 29, 30 and 31? It only says day 28 and then says last day?

Does that mean that if a recurring invoice is set for the 29th and there is 31 days in the month that it will populate on the 31st?  Or will it populate on the date the recurring is set for?

AileneA
QuickBooks Team

How can you make the "interval" on recurring transactions have a day 29, 30 and 31? It only says day 28 and then says last day?

Thank you for getting back to the Community, tom130.   

 

Yes, you're correct. If you set up the recurring invoice on the 29 and there is 31 of the month, it will populate on the last day of the month which is the 31.  

 

 QuickBooks will use and generate the transaction based on the last day of the month. 

 

To understand more the workflow of creating recurring transactions in QuickBooks Online, you can check out these articles:  

 

 

That's it! Please come back to the Community or mention my name If you need furthermore assistant with managing your transactions in QuickBooks. I'm just a post away. Have a great day!

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