Level 1

I have a yearly recurring transaction for our HOA. We have added new homes and need to add the them to the recurring transaction.

How do I do that?
QuickBooks Team


You've come to the right place, @staci-gregg.


You can create a yearly-type recurring transaction. Here's how:

  1. Go to the Gear icon.
  2. Choose Recurring Transactions.
  3. Click New.
  4. Select the type of recurring transaction (i.e. invoice, bill), then OK.
  5. For the Type drop-down menu, select Reminder.
  6. Under the Interval drop-down menu, choose Yearly.
  7. Fill out the needed details.
  8. Click Save template.

You can visit this article to learn more about recurring transactions: Create Templates for Recurring Transactions.


Also, I've added these articles as an additional reference in managing your recurring transactions:

Always feel free to swing by here if you have other questions about tracking your HOA-related transactions. I'm always here to help.

QuickBooks Team


Greetings, @staci-gregg.


Have you tried following the steps I've shared? Were you able to create an annual type recurring transaction?


The Community and I are always here to help you achieve your goals. Feel free to drop your comments below if you have other questions or concerns. Wishing you continued success!