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bwellness-papp13
Level 1

Does QBO have online scheduling & take payment at time of scheduling?

 
2 Comments
Catherine_B
QuickBooks Team

Does QBO have online scheduling & take payment at time of scheduling?

Hello there, bwellness-papp13. 

 

Recurring transactions in QuickBooks Online Essentials and Plus you can create a scheduled transaction. It creates a series of transactions according to the schedule you set. If you choose for them to be sent via email once created, they will be sent automatically. It is only applicable to those transactions with a fixed schedule and amounts that don't change. 

 

Here's how to create one: 

  1. Go to the Gear icon and click Recurring Transactions. 
  2. At the upper-right, click New. 
  3. Select a type of transaction and click OK. 
  4. Enter a Template name.
  5. Choose the Type: Scheduled. 
  6. Enter the details and click Save and close. 

To know more about our recurring transactions, you can click this reference: Create recurring transactions in QuickBooks Online.

 

In addition, you can create any recurring transaction except for bill payments, and customer payments. You might want to check out this article for more details about recurring payments: 

I'll be here if you need anything else. You take care always!

Fiat Lux - ASIA
Level 15

Does QBO have online scheduling & take payment at time of scheduling?

@bwellness-papp13 

What kind of business do you run? A field service? QB Online doesn't have the scheduling feature. You will need another app to intergate with it. 

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