In desktop we used memorized transactions for rent, etc. Is there anything like that in QBO?
QBO has them, I forget what they are called but I think it is recurring transactions. And I do not remember which versions of QBO has them, check the menu tree to find out
I am current Quickbooks Desktop user. QB Online has some features I would like but when I tried it several years ago it Online was not able to import my Memorized Transactions. These are all monthly invoices.
Is this still the case that in order to use the Recurring Transaction feature in online you have to manually recreate these one by one ?
thank
Frank
Welcome aboard to the Community, FrankB1.
I can share some insights about importing memorized transactions into QuickBooks Online (QBO).
Recurring transactions cannot be imported into QBO. Instead, you'll want to create a new recurring template. I'll show you the steps below:
You can also refer to this article for more details about the recurring templates: Create recurring transactions in QuickBooks Online.
For more information about importing or exporting data, you can check out these articles:
As always, you're free to leave a comment if you have further questions about managing your invoices in QuickBooks. I'll be happy to help. Keep safe!
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