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Level 1

How can I make multiple recurring transactions for the same customer??

 
1 Comment
QuickBooks Team

How can I make multiple recurring transactions for the same customer??

Hello Donna4,

 

To make multiple recurring transactions, you'll have to create a single template for a specific customer.

 

Here are the steps:

  1. Select the Gear icon on the Toolbar.

  2. Under Lists, click Recurring Transactions.

  3. Click the New button.

  4. Select the Transaction Type, and click OK.
  5. Enter a Template name and select the Type from the drop-down list.
  6. Choose a customer or project, then enter the email address.
  7. Enter the Interval and the product/service information.
  8. Click Save Template.

Once done, you can then start duplicating the first template and change the Template name by following these steps:

  1. From the Recurring Transactions page, click the arrow next to the Edit link of the first template you created.
  2. Choose Duplicate.
  3. Change the Template Name and other details.
  4. Click Save Template.

You can also check this article for more information: Create Templates for Recurring Transactions.

 

That's it! You now have multiple recurring transactions for the same customer.

 

If you have any additional questions, please reach out to me. Have a great day!

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