Can you auto track invoices to create transactions?

Hello amelkert,

Being able to automatically track your invoices to create transactions is a useful feature and I'll be glad to share more info on this. QuickBooks is a powerful program that is designed to help you achieve your accounting goals. 

Since there isn't a feature that directly does what you've described, I recommend taking a look at our recurring invoice feature. This feature allows you to automatically create invoices on dates that you've specified. Here's how:

1. Click on + New.
2. Navigate under Customers, select Invoice.
3. Fill out the form with the information you want to appear in every instance of the invoice.
4. Go under Payment Options, choose the types of payments that you accept.
5. Click on Make recurring.
6. Customize the Recurring Invoice:
   • Enter your template name.
   • From the Type drop-down, choose Scheduled.
   • On the Options section, mark Automatically send emails.
   • Set the interval.
   • Set the Start date to at least one day in the future. Scheduled recurring transactions are automatically created during the first half of the day. Choosing a day in the future ensures that the first instance will be created on the day you've selected.
   • Change the End date, unless you want this transaction to recur for an unlimited time.
   • Select Save template.

You can check the status of your customer invoice by clicking the Sales > Invoices and from here you can see the invoice status column. This is where you'll see if it's been paid, sent, or delivered, etc. 

I encourage you to follow the information above and feel free to reach back to me in case you have other questions. I'm here to assist. : )