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Level 1

Hi, how can I save an expense so every time it appears in transactions it recognizes it as same category?

For example, if my internet and phone service is with charter, how can i save it so quickbooks will recognize it as same expense every time. Therefore, I wouldn't have to manually input it every time. Thank you.
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QuickBooks Team

Hi, how can I save an expense so every time it appears in transactions it recognizes it as same category?

Good day, @jenmonte07.

 

You can make a recurring transaction since you have transactions that occur regularly, you can save all or part of their data to use again.

 

First, you’ll want to create a template. Here’s how:

 

  1. Go to the Gear icon.
  2. Choose Recurring Transactions.
  3. Select New.
  4. Select Expense, then hit OK.
  5. Enter a Template name.
  6. Choose a Type: Scheduled, Unscheduled, or Reminder.
  7. Enter other needed information.
  8. Click Save template.

 

Please see this article for further information about creating recurring transactions in QuickBooks Online. It also has related articles you may use moving forward.

 

Keep me posted if you have other concerns. I’ll be around.

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