QuickBooks Online is more flexible than desktop QuickBooks in terms of creating recurring transactions, or templates. Open the transaction you want to repeat and click the Make Recurring button in the lower right corner of the screen. QuickBooks Online actually offers two ways to create a recurring transaction, or “template.” One works much the same way as it does in desktop QuickBooks. Recurring Transactions in QuickBooks Online You can also choose to enter the transaction if it’s one that hasn’t been scheduled, if the schedule changes, or you forgot to pay it when you were reminded. Right-click on the correct one and select Edit Memorized Transaction. To edit the processing options for a recurring transaction, go to Lists | Memorized Transaction List. Your transactions will occur without your bidding. Warning: Be absolutely sure you’re correct when establishing this last option. Finally, indicate how many days before the due date you want the transactions to be processed. Choose the date when you want the recurrence to begin in the next field, and then tell QuickBooks how many total transactions you want (memorized transactions can be edited, so you can always change this). Open the drop-down list next to How Often and make a selection from options like Twice a month, Monthly, Quarterly and Annually. Select the second option if you just want to create a “skeleton” version of a transaction form that you can use in the future, but you don’t want a reminder because it’s not on a regular schedule.Ĭlick Automate Transaction Entry, and some of the previously grayed-out options will light up. If you want to be reminded to process the transaction so you can change an amount (the most common reason), click the button next to Add to my Reminders List. You’ll probably want to change the name to something memorable in case you create more than one for that individual or company. You’ll set up recurring transactions and reminders in the QuickBooks Memorize Transaction window.
When that’s done, open it again and click on the Memorize icon in the toolbar (or click Edit | Memorize in earlier versions). To create a recurring transaction in the desktop version of QuickBooks 2013, your first step is simple: Fill out the form for the transaction that you want to recur and save it. Recurring Transactions in QuickBooks 2013 And you can set reminders so you don’t forget about the ones that need to be modified every time. If they’re the same, you can even schedule them to be processed automatically. These can be either for a fixed amount (like an insurance payment) or different amounts (like your electric bill). Recurring transactions are just what they sound like: invoices or estimates or purchase orders or other QuickBooks receivable or payable document that you have to enter on a regular basis. One of the areas where both the desktop version of QuickBooks (examples here are from QuickBooks 2013) and QuickBooks Online accelerate your workflow is in the creation and scheduling of r ecurring transactions. They can learn about this through a QuickBooks training course, but the real impact doesn’t hit them until they’re actually using it with their own company data. Yes, you can do it in both versions, but the process is a bit different.Įven businesses that have been reticent to move their financial bookkeeping to a computer get excited when they see how much time QuickBooks can save.
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