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March 13, 2024
Question

How do I bookmark the "Recurring transctions" list?

  • March 13, 2024
  • 1 reply
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1 reply

Candice C
March 13, 2024

Hey, @plc.financial.se

 

Congrats on making your first post here in the Community. I'd be more than happy to provide you with some assistance on how to bookmark your recurring transactions. 

 

Follow the steps below to bookmark this information: 

 

  1. Go to the Edit (Pencil) icon beside of the "Bookmark" heading on the left-hand menu bar. 
  2. Make sure you're on the BookMark section instead of the menu when the pop up loads. 
  3. Scroll down until you see Recurring transactions or search it in the search bar. 
  4. Put a check in the box beside of recurring transactions. 
  5. Then hit Save

 

For more details, check out this guide about understanding the navigation menu in QBO

 

This should do the trick. If you have any other questions, don't hesitate to ask. Have a great day!