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Welcome to QuickBooks Community, moore1278!
In QuickBooks Online, you can only create a recurring journal entry and other type of transactions. It's a feature in QuickBooks Online that allows you to save time and reduce mistakes. You can automate repetitive journal entries, set invoices to generate automatically for customers, or automate writing of a check or entering a bill.
These are the type of transactions that you can create using the Recurring feature. See the screenshot below:
When you start creating your template, you can refer to the information below:
- Template Name – Choose a name that you will remember quite easily
- Scheduled, Reminder or Unscheduled
- Days in advance – How many days in advance is the transaction required
- Payee – In this case we are setting up an Expense, so choose your supplier
- Bank Account – Which bank account is this expense to be posted
- Interval – Choose from Daily, Weekly, Monthly, Yearly (this is the occurrence cycle)
- Start Date and End date – choose these dates for the transaction to commence and end.
Here are some articles that will help you to review your recurring transactions in QuickBooks Online:
Let me know if you have other concerns. I'll be around to provide additional help and information. Take care always.
