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Intuit
4 helpful votes

How to automate tasks with Routines

Save time on repetitive tasks. Routines for QuickBooks Online allows you to enable powerful custom workflows through a simple "If this happens…" "then do that" framework. You can automate actions, set up custom alerts and email reminders, and more.

Turn on Routines in QuickBooks Labs

  1. Select the Gear icon on the Toolbar.
  2. Under Your Company (or Settings), choose QuickBooks Labs.
  3. Scroll down, then toggle on Routines for QuickBooks.

Create new routines

Once Routines is on, you can start automating tasks using our existing templates.

  1. Select the Gear icon on the Toolbar.
  2. Under Tools, choose Manage Routines.
  3. To use any of the existing templates, select Try It Out.
  4. Edit the routine template.
    Tip: Type "#" in text boxes to add fields you want to auto-populate, like Vendor or Customer name, Due Date, and Total amount.
  5. Once done, select Save and close.
  6. Find the new routine under Your routines.
  7. Under Actions, select the 3-dot icon (More), then choose Enable.

Enable, disable, edit, or delete routines

You can enable, disable, edit, or delete your existing routines.

  1. Select the Gear icon on the Toolbar.
  2. Under Tools, choose Manage Routines.
  3. Your existing routines are all under Your routines.
  4. Under Actions, select the 3-dot icon (More), then choose Enable, Disable, Edit, or Delete.

Tell us what you think

Your thoughts matter to us. If you have an idea for a new template or feature, send us a quick feedback.

Select Requests and Feedback at the top right of Manage Routines page.

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