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April 3, 2023
Question

I want to set up recurring statements for customers, can this be done?

  • April 3, 2023
  • 1 reply
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1 reply

April 3, 2023

It's a pleasure helping you today with your recurring transactions, deirdrebowes.

 

I understand that the feature to create recurring statements in QuickBooks Online (QBO) will benefit you and your business. However, it is currently unavailable.

 

 Our design engineers are continuing to develop features for your convenience. For now, we can send feedback to our product development team. This way, they will get a great chance to know this and may add these feature enhancements in future updates.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then, click Next to submit feedback.

 

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

 

Please refer to this article for details about setting up recurring transactions in QBO: Create recurring transactions in QuickBooks Online.

 

I'll also be adding these articles for future reference:

 

 

Keep me posted if you need more help with recurring transactions in QBO. I'll be happy to help you. Have a good one!