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Converting memorized to Reoccurring

I am trying to convert our data from 2015 desk to QB online. I have 300 recurring transactions that were memorized in the desktop. I have to now set up as recurring transactions for each one. It appears that I take each one and set them up but it appears that I have to use a unique Template Name for each one. Is this correct? In other words I have to wind up with 300 different template names. I must be missing something.


QB posted this in the incorrect forum and I am trying to delete the original since this appears to be the right place.

thanks Frank 

1 Comment 1

Converting memorized to Reoccurring

It's nice to have you here in the Community space, Frank_B.


I'd like to share with you some information about how recurring transactions works in QuickBooks Online (QBO).


When setting up a recurring transaction, QuicBooks requires you to enter a unique Template name. You'll have to create a different name for each one.


In case you want learn more about recurring transactions in QBO: How to create templates for recurring transactions.


While the option to use same template names is not yet available, I encourage you sending this great suggestion to our product developers through the feedback feature in QBO. I'll do the same thing on my end.

Here's how:

  1. Click on the Gear icon.
  2. Click Feedback.
  3. Type in your feedback or feature request.
  4. Click Send Message.

If there's anything else you need or questions about recurring transactions, feel free to leave me a comment down below so I can get back to you. I'm always here to help.

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