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j-okamura
Level 2

How do I enter recurring entries?

 
2 Comments 2
JasroV
QuickBooks Team

How do I enter recurring entries?

You've come to the right place, @j-okamura.

 

Entering recurring entries is easy. I'd be happy to walk you through the steps.

 

Here's how to do it in your QuickBooks Online (QBO) account:

  1. Go to the Gear icon.
  2. Select Recurring Transactions under Lists.
  3. Click New.
  4. Select the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Choose a Type: Scheduled, Unscheduled, or Reminder
  7. Enter the needed information and click Save template.

You can also read this article that provides the complete details: Create recurring transactions in QuickBooks Online.

 

Let me also add this great resource that provides detailed steps on how to add information in your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me posted if you have other concerns. I'm here to back you up. Have a great day ahead!

j-okamura
Level 2

How do I enter recurring entries?

I got the same answer when I googled.

I did as explained.  I got the entry saved.  

But that entry did not get recorded.  That's what I wanted to ask.

Anyway, I clicked "use" instead of "edit".  Then the entry went through.

 

Jun

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