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How can I set up a recurring invoice to go out quarterly?

 
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Best answer 07-16-2019

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Content Leader

Re: How can I set up a recurring invoice to go out quarterly?

Hey there, m.gutman.

 

Thanks for reaching out here in the Community for support. I'd be glad to provide some info on setting up recurring invoices.

 

QuickBooks Online provides an easy to use template for creating invoices that need to be sent on a schedule. The following steps explain the process:

 

1. Click the Create icon (+) in the top right corner.

2. Choose Invoice.

3. Enter all of the necessary info to be sent to your customer.

4. Select Make recurring at the bottom of the page.

5. Customize the template by:

  • Entering a template name.
  • Setting the type as Scheduled.
  • Choosing to Automatically send emails.
  • Set the interval. To create the transaction quarterly, select Monthly, then every three months.
  • Set the Start date, and End date (if necessary).

6. Click Save template.

 

I recommend this article that offers additional details on using recurring invoices in QuickBooks Online: https://quickbooks.intuit.com/community/Help-Articles/How-to-create-a-recurring-invoice-and-manage-r....

 

I wish you and your business continued success. I'm only a comment or post away if you have any other questions.

View solution in original post

3 Comments
Content Leader

Re: How can I set up a recurring invoice to go out quarterly?

Hey there, m.gutman.

 

Thanks for reaching out here in the Community for support. I'd be glad to provide some info on setting up recurring invoices.

 

QuickBooks Online provides an easy to use template for creating invoices that need to be sent on a schedule. The following steps explain the process:

 

1. Click the Create icon (+) in the top right corner.

2. Choose Invoice.

3. Enter all of the necessary info to be sent to your customer.

4. Select Make recurring at the bottom of the page.

5. Customize the template by:

  • Entering a template name.
  • Setting the type as Scheduled.
  • Choosing to Automatically send emails.
  • Set the interval. To create the transaction quarterly, select Monthly, then every three months.
  • Set the Start date, and End date (if necessary).

6. Click Save template.

 

I recommend this article that offers additional details on using recurring invoices in QuickBooks Online: https://quickbooks.intuit.com/community/Help-Articles/How-to-create-a-recurring-invoice-and-manage-r....

 

I wish you and your business continued success. I'm only a comment or post away if you have any other questions.

View solution in original post

Level 1

Re: How can I set up a recurring invoice to go out quarterly?

Thank you!

Content Leader

Re: How can I set up a recurring invoice to go out quarterly?

You're very welcome, m.gutman. Glad I could help. You can always count on the Community if you ever need assistance again in the future.

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