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mjt12
November 7, 2022
Question

Duplicating a previous transaction with changes.

  • November 7, 2022
  • 1 reply
  • 0 views

So when I want to duplicate a transaction but change the date and amounts I click on edit and a box should pop up at the bottom with the More option. Then I click on copy. This works great, but doesn't always work. What do I need to do so ?  I could use a saved form to use, but I don't know how to do that.  

1 reply

G
Giovann_G
November 7, 2022

Hello, mjt12.

 

Would you mind sharing the error message you get when you duplicate transactions? Any information can help me determine the best action to take to solve your issue.

 

You'll run into an issue when duplicating a previous transaction if the date you choose is earlier than the day you began tracking your inventory. To fix this, ensure the date is after you start tracking inventory. For instance, if you generated the inventory item on November 3. You should choose a date after that day.

 

On the other hand, you can create a recurring transactions template. To save you time and reduce mistakes if you have repetitive transactions.

 

Here's how:

 

  1. Go to Settings ⚙.
  2. Select Recurring transactions.
  3. Click New.
  4. Select the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Choose a Type: Scheduled, Unscheduled, or Reminder.
  7. Once done, hit Save template.

 

Choose an Unscheduled type recurring template and click Use to generate the transaction. Ensure to review and make necessary changes before saving the transaction. Check out this article for more details: Create recurring transactions in QuickBooks Online.

 

In addition, you can refer to this resource to assist you in documenting customer payments: Record invoice payments in QuickBooks Online.

 

Let me know if you need anything else. We're available to help you at any time.

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