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January 27, 2020
Question

How to create a copy of an existing transaction e.g. bills, Journals?

  • January 27, 2020
  • 1 reply
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1 reply

MichelleBh
January 27, 2020

Welcome to the Community, @Arif3.

 

I'd be more than happy to walk you through the step by step on how to create a copy of the existing transactions in QuickBooks Online. 

 

Here's how:

  1. Go to the Expenses tab located in the left corner. 
  2. Locate the bill, then click the small drop-down arrow and select Copy.
  3. Hit Save and close

You also have an option to use the Recurring transactions feature in QBO. Recurring transactions are a way to quickly create different transactions with the same information that will happen on a regular occurrence. You can set these transactions up to record automatically or you can set them up so that they only created manually via the template created under the recurring transactions feature.

 

To learn more about recurring, you may check this article: Create templates for recurring transactions.

 

For future reference on how to pay bill using Pay Bills and other related topics, please check these articles below:

You're always free to add a comment below if you have any other QuickBooks concerns. I'll be glad to help you!