Recurring Transaction - Report

Hi there, @eVe_zia.

Allow me to help share information about recurring transactions in QuickBooks Online (QBO).

To check for the recurring transactions or template created, you can open the Recurring Template List report.

1. Click on Reports at the left pane.
2. Look for the report in the search field.

As of now, we don't have the option to open/run a report showing all recurring transactions of the current or upcoming quarter or base on date range. The report only shows the previous date of the recurring template/transaction created and the next date of the transaction.

You can see attached screenshots for additional reference.

On the other hand, to learn more about recurring transactions, you may check these articles:

• Create templates for recurring transactions
• Add Recurring Transactions

I'll be right here to help you if you have any other questions about recurring transactions, don't hesitate to add a post/comment below. Have a good day ahead!

Hi Angelyn_T,

Thank you for assistance, i am aware of this report, but what i really wanted was:

1. To able to view all next due recurring transaction of May, or June....etc

2. To view to view all all the recurring transaction of a selected server

it's petty that the above is not available in QY,  i consider them as important reports.

Thank you