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eddie-paterson
Sep 3, 2020 12:07 PM UTC

Add recurring transaction to QBO Cashflow planner

The Cashflow planner does not seem to pick up future recurring expenses - such as Payroll and PAYE etc. How can I enter manually enter recurring transactions? At the moment it seems to only allow on off entries to be added

      13 replies

      GeorgiaC
      Sep 3, 2020 2:23 PM UTC

      Hi eddie-paterson,

       

      Thanks for your post and for bringing this to our attention - can I check if you have your live bank account connected to QuickBooks?

      eddie-patersonAuthor
      Sep 3, 2020 2:26 PM UTC

      yes, we do have our bank accounts connected to QBO

      JackS
      JackS
      Sep 7, 2020 7:59 AM UTC

      Hello Eddie-Patterson, 

       

      Recurring transactions

       

      Add transactions for possible money in and out 

       

      You can manually add transactions for potential income and expenses. For example, if you have a big sale coming up, add it as a transaction so its part of the forecast. 

       

      Important: Remember, transactions entered aren't actually posting to your Quickbooks account. Quickbooks won't add them to your books. 

       

      1. go to the Cash Flow menu

      2. Select add transaction 

      3. select Money in if the transaction is income, or Money out if its an expense

      4. Give the transaction a name and enter an amount. 

      5. Select the date when the transaction will occur

      6. When you're done, select save. 

       

      This link will help 

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