cancel
Showing results for 
Search instead for 
Did you mean: 
peds
Level 1

In QB Desktop, I used recurring transactions to automatically create invoices and associated payments. How do I do the same in QB Online?

 
Solved
Best answer February 02, 2021

Best Answers
Candice C
QuickBooks Team

In QB Desktop, I used recurring transactions to automatically create invoices and associated payments. How do I do the same in QB Online?

Good morning, @peds

 

Thanks for reaching back out to the Community. It's my priority that you're able to get an answer to your question about recurring transactions. Allow me to give you some helpful information. 

 

I can see how beneficial creating the invoice and linked payment for it all at one time. However, you can only do one at a time. Recurring invoices send the customer an email every month, and recurring payments pull the money out. There isn't a way to directly allow the transaction to do an invoice and payment at the same time. 

 

I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases. They take the time to review every request and try to add them in the next available update. You can check out our QuickBooks Blog to keep up with the new features. 

 

Here are a few guides to help you in the future: 

 

 

These details should give you the information you need to get a better understanding of recurring transactions in QuickBooks Online (QBO). The Community is always here to have your back. Let me know if you have any other questions. I value you and the success of your business. 

View solution in original post

3 Comments 3
jamespaul
QuickBooks Team

In QB Desktop, I used recurring transactions to automatically create invoices and associated payments. How do I do the same in QB Online?

Hello, peds.

 

I'll help you create recurring transactions in QuickBooks Online. 

 

You can create recurring transactions by going to the gear icon menu, then selecting Recurring transactions. Here are the complete steps: 

 

  1. Under the gear icon menu, select Recurring transactions
  2. Click the New button.
  3. Set the Transaction Type as Invoice or anything you want to create. 
  4. Proceed with OK.

 

recurring.PNG

 

Enter the details of the recurring transaction such as the item, costs and other information. Note: Make sure you set the Type as Scheduled so QuickBooks will automatically create the transaction. 

 

Note: This feature is currently available on Essentials and above versions. Also, you'll want to manually receive the payments for the invoices created. 

 

You can check this article out for more details about recurring transactions: Create recurring transactions in QuickBooks Online. There are other useful resources about the feature as well. 

 

We have articles to help you run reports, manage transactions or even assist you in recording invoice payments. Browse them in our QuickBooks Online articles list to get started. 

 

I'm still available to help you record other transactions. You can also add any other concerns you might have for QuickBooks Online. 

peds
Level 1

In QB Desktop, I used recurring transactions to automatically create invoices and associated payments. How do I do the same in QB Online?

That does not answer my question. I see how to create recurring transactions. What I am asking is is there a way to do recurring transactions in QB Online such that it mimics my previous operation where the recurring transaction creates an invoice along with the linked payment for it.

Candice C
QuickBooks Team

In QB Desktop, I used recurring transactions to automatically create invoices and associated payments. How do I do the same in QB Online?

Good morning, @peds

 

Thanks for reaching back out to the Community. It's my priority that you're able to get an answer to your question about recurring transactions. Allow me to give you some helpful information. 

 

I can see how beneficial creating the invoice and linked payment for it all at one time. However, you can only do one at a time. Recurring invoices send the customer an email every month, and recurring payments pull the money out. There isn't a way to directly allow the transaction to do an invoice and payment at the same time. 

 

I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases. They take the time to review every request and try to add them in the next available update. You can check out our QuickBooks Blog to keep up with the new features. 

 

Here are a few guides to help you in the future: 

 

 

These details should give you the information you need to get a better understanding of recurring transactions in QuickBooks Online (QBO). The Community is always here to have your back. Let me know if you have any other questions. I value you and the success of your business. 

View solution in original post

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us