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Level 1

Recurring transaction

Is it possible to change the "transaction type" in a recurring transaction?  I have similar transactions from the same vendor but some are listed as an expense, some are listed as a check, and some are listed as a bill.  I don't think it matters in the scheme of things, but I'm trying to clean up my books.  Thoughts?

1 Comment
Moderator

Recurring transaction

Hello @umyersm1,

 

As of the moment, there isn't an integrated way of changing the type of recurring transactions. You'll have to delete and manually recreate the template to change its transaction type. You can read through this article to learn more: Create recurring transactions in QuickBooks Online.

 

I've got you this helpful article in case you'll bump into issues with your recurring transactions: Duplicate transactions when using a recurring template.

 

If there's anything else you need help with, leave it in the comments. Always got your back here in the Community.

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