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Join nowHello there, @rapiddove-gmail-.
If you mean creating a recurring transaction for expense, you can follow the steps below to get this done. QuickBooks allows you to create a template for expense, where you can enter the quantity, rate, and description. Here's how:
To learn more about recurring transactions and reviewing them, you can read through these articles:
Visit again if you're referring to something else or need further assistance with this matter. I'll be around whenever you need help. Take care and stay safe always!
Hi rapiddove-gmail-,
Hope you’re doing great. I wanted to see how everything is going about creating an expense template with quantity, rate, and description. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
I do not want to create a recurring transaction. I just want to create a template so I can fill it out weekly then send my contractors a copy of it weekly and also pay them what the weekly settlement says.
I am not trying to make a recurring transaction. I am trying to create a template for a weekly settlement in order to pay my contractors. I want to be able to fill the template weekly with what their ratings were with detail, send them a copy of their weekly settlement, and pay them direct deposit according to the weekly settlement. Thanks
Thanks for your prompt response and for sharing more details about your goal, @rapiddove-gmail-.
Currently, we're unable to create a template for weekly settlements to pay contractors via direct deposit. What I can suggest is you can manually create a weekly timesheet in QuickBooks Online (QBO). This way, you're able to enter ratings and descriptions.
First, please make sure to set up your contractor's vendor profile. After that, we can turn on the time tracking feature in QuickBooks. To do this, we'll need to perform some setup on the Account and settings page.
Here's how to do it:
This time, you're ready to track your contractor's billable time. Then you can create a timesheet through the +New button.
Here's how:
Once done, you can set up contractors' direct deposit. Once completed, you'll have to complete a test transaction to verify the bank account on file. However, if you already connected your bank with QuickBooks, you will not see this prompt.
Also, you can create a time tracking only user through the Manage Users feature. For the detailed steps, please see this article: Set up time tracking in QuickBooks Online.
After tracking your contractor's billable time, you can access some related reports to monitor them. To do that, you can navigate through the Reports menu. Then, enter the search field any of the following:
If you need more assistance with the features I've mentioned for weekly settlement, feel free to leave a comment below. I'll be back to help. Take care always!
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