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k9vid
January 26, 2024
Question

recurring invoices

  • January 26, 2024
  • 1 reply
  • 0 views

can i create recurring invoices to run for certain months - for example Jan Feb Mar then skip April May then back on for June July then off the rest of the year?

1 reply

R
RhoiceW
January 26, 2024

Welcome to the Community, k9vid. I'm glad to provide information about creating recurring transactions for exact months.

 

In QuickBooks Online, you can create a template for recurring transactions. You can do this for any transaction except bill payments and time activities. I'll show you how to set up recurring transactions.

 

To start:

  1. Go to the Gear icon ⚙. Click Recurring transaction.
  2. Press New, then select the type of transaction.
  3. Hit OK, then choose the customer you want to create.
  4. Enter a Template name, and pick a Type: Scheduled, Unscheduled, or Reminder.
  5. Fill in the Interval field, Start date, and End date.
  6. Tick Save template.

 

You can Skip the next date if you don't want to send the invoice, it will be sent automatically on the following schedule. 

Also, you can Pause the recurring transaction anytime and manually Resume it.

 

You may check this article for detailed steps to create templates of recurring transactions: Create recurring transactions in QuickBooks Online.

 

In addition, you might want to learn how to import your bank or credit card transactions into QuickBooks Online (QBO): Manually upload transactions into QuickBooks Online.


Feel free to comment below if you have other questions about recurring transactions in QBO. I'm here to assist you anytime.

S
Sarah1
May 22, 2024

How can I create a recurring invoice from an existing invoice?

Don't fill it up manually.

F
FateCandylaneT
May 22, 2024

Thanks for posting your query here today, Sarah1. I can provide details and steps to help you create recurring transactions from an existing invoice.

 

In QuickBooks Online, any recurring entries from an existing transaction will need to be entered manually. The program recognizes the entry created, allowing you to generate a new recurring transaction with the same customer invoice details from the existing sales form. 

 

With that, you can set up a recurring invoice template using the same information from the existing invoice you want to recur. To do this:

 

  1. Go to Settings and select Recurring transactions under the in the Lists column.
  2. Then, click on New.
  3. Select the type of transaction to create, and then select OK.
  4. Enter a Template name.
  5. Select a Type: Scheduled, Reminder, or Unscheduled.
  6. Complete the fields and select Save template.

 

You can also learn from this guide for additional inputs: Create recurring transactions in QuickBooks Online.

 

Once everything looks good, here's how you can track and enter customer-paid invoices to ensure the accuracy of your accounts: Record invoice payments in QuickBooks Online.

 

I'm always available in this thread if there's anything else you need further assistance with when managing sales entries in your account. Stay safe and have a great day ahead!

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