Setting up a recurring transfer

Hi there, nrb120349.

I'm here to share more information about creating recurring transactions.

The option to make an automatic recurring transaction is available in QuickBooks Online. With QuickBooks Desktop, you can memorize the transfer. QuickBooks memorize it for you, so you get a reminder every time it's due. QuickBooks can automatically enter your memorized transactions to save time.

Here's how:

1. From the Banking tab, select Transfer Funds.
2. Enter the necessary details.
3. Click Save at the upper-left side of the Transfer Funds Between Accounts page.
4. Go to the Edit menu.
5. Select Memorize Transfer.
6. Give it a Name.
7. Select the Add to my Reminder List button.
8. Configure how often you want to be reminded.
9. Enter a Next Date.
10. Click OK.

Feel free to visit this page for some tips in managing your customer and vendor transactions: Help Articles.

I'll be around whenever you have concerns about your QuickBooks file.