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Level 1

Memorized transaction "group" in QBO Essentials?

Can you set up a memorized transaction "group" in QBO Essentials as in Desktop? I want to set up a group with memorized invoices for my customers for posting each month; where I click on the group,  and the invoices post to the customer's ledger and create the invoice for emailing. I'm considering switching from Desktop Pro to QBO Essentials but I'm afraid there are too many limitations. 

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Best answer May 16, 2020

Best Answers
Intuit

Memorized transaction "group" in QBO Essentials?

Hello,

 

As of now there are no "groups" for recurring transactions.  You would have to setup a separate recurring invoice for each customer and schedule them as recurring.

 

You can submit suggestions and feedback by clicking the Gear icon and selecting Feedback.

View solution in original post

1 Comment
Intuit

Memorized transaction "group" in QBO Essentials?

Hello,

 

As of now there are no "groups" for recurring transactions.  You would have to setup a separate recurring invoice for each customer and schedule them as recurring.

 

You can submit suggestions and feedback by clicking the Gear icon and selecting Feedback.

View solution in original post

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