Welcome to the Community, and thank you for choosing QuickBooks Online (QBO) for your business, Isaac. Let me share some insights about transferring transactions from the Chart of Accounts to a recurring template.
The option to move expense transactions from the Chart of Accounts to the recurring transaction is unavailable. However, you can create a recurring template with the same info as your expense transaction.
Alternatively, you can create a recurring template from your expense transaction in your Chart of Accounts.
Here's how:
- Go to Chart of Accounts.
- Look for the expense transaction.
- Select View register and then click Edit.
- Click Make recurring.
- Fill in the necessary details and select Save template.
Moreover, here's an article that will help you manage your recurring transactions in QuickBooks Online. It shows a list of these transactions along with the accounts they're linked to: Review your recurring transactions in QuickBooks Online.
Feel free to come back if you have other concerns about creating recurring templates or other QuickBooks-related inquiries. The Community will always be ready to lend you a hand. Stay safe.
