Starting Out with QuickBooks Online
Recurring transactions Recurring transactions are a way to quickly create different transactions with the same information that will happen on a regular occurrence. These transactions can be setup to record automatically or they can be set up for manual entry via the template created under the recurring transactions feature. QuickBooks Online will save the transaction as a template and will allow you to manually change the date and amount at the anniversary of the occurrence of the next due transaction if unscheduled. If scheduled, QuickBooks Online will automatically post the transaction. Invoices can be set to automatically email you while you sleep. The recurring transactions feature is available in Plus and Essentials versions, but not in Simple Start. To view the recurring transaction list, navigate to Gear icon > Lists > Recurring Transactions.
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