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ctpsw
Level 1

can I set up QuickBooks to track customers who have quarterly, monthly, weekly services that we perform or will I need another software for scheduling work?

 
2 Comments 2
JeraldR
QuickBooks Team

can I set up QuickBooks to track customers who have quarterly, monthly, weekly services that we perform or will I need another software for scheduling work?

Yes, QuickBooks Online can help you track customers with recurring services, such as quarterly, monthly, or weekly services, by setting up recurring transaction templates.
 

Here's how:
 

  1. Go to the Gear icon in the upper right corner of your screen.
  2. Under Lists, select Recurring transactions.
  3. Click New and choose the type in Transaction type.
  4. Select the recurrence type: Scheduled, Reminder, or Unscheduled.
  5. Set the frequency (e.g., Quarterly, Monthly, or Weekly).
  6. For Quarterly, choose Monthly and enter 4 in Every number of months.
  7. Hit Save template.
     

For detailed information, refer to this article: Create recurring transactions in QuickBooks Online
 

After that, you can also create a project to track income, expenses, and profitability for individual jobs, tasks, or customers. Here's how:
 

  1. Go to Projects and select New Project.
  2. Enter the necessary details and hit Save.
  3. Navigate to Recurring transactions and click Edit.
  4. In Add Customer, select the project you just created and click Save.
     

If you have any other queries, hit the reply button below. 

SIAB
Level 8

can I set up QuickBooks to track customers who have quarterly, monthly, weekly services that we perform or will I need another software for scheduling work?

@ctpsw 

You can use a scheduling app to sync with QBO.

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