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jerry31
Level 1

I am confused about naming recurring templates in QB online 4.2.1. Do I make a separate QB template for ea recurring payment with the name of the payee? Or 1 for all?

Or 1 template for all recurring transactions?
Solved
Best answer October 24, 2020

Best Answers
Jen_D
Moderator

I am confused about naming recurring templates in QB online 4.2.1. Do I make a separate QB template for ea recurring payment with the name of the payee? Or 1 for all?

It's nice to see you here, @jerry31,

 

You will need to create one recurring transaction for each payee you will be processing payment for. Every scheduled entry will only allow you to assign one name at a time.

 

The number of template you will create, aside from the name of the recipient, will depend on the payment terms, schedule and interval. To learn more about this feature, take a look at the following links:

 

If you have any other questions or clarifications with the processes in QuickBooks, feel free to drop by anytime. I'll be right here to help. Have a good one!

View solution in original post

2 Comments 2
Jen_D
Moderator

I am confused about naming recurring templates in QB online 4.2.1. Do I make a separate QB template for ea recurring payment with the name of the payee? Or 1 for all?

It's nice to see you here, @jerry31,

 

You will need to create one recurring transaction for each payee you will be processing payment for. Every scheduled entry will only allow you to assign one name at a time.

 

The number of template you will create, aside from the name of the recipient, will depend on the payment terms, schedule and interval. To learn more about this feature, take a look at the following links:

 

If you have any other questions or clarifications with the processes in QuickBooks, feel free to drop by anytime. I'll be right here to help. Have a good one!

View solution in original post

jerry31
Level 1

I am confused about naming recurring templates in QB online 4.2.1. Do I make a separate QB template for ea recurring payment with the name of the payee? Or 1 for all?

Thanks, answered my question quickly.

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