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PeaceOFMindPropertyManagement
July 28, 2020
Question

Trigger a Recurring Transaction Early

  • July 28, 2020
  • 1 reply
  • 0 views

I have a bunch of recurring transactions setup, I sometimes need to edit  them with deductions and expenses, but I need to wait until they're created before I can make the change.

 

For example, I have Suppliers I need to pay regularly, but some months I have discounts I can apply to reduce the amount I owe.  I have a recurring bill setup at the first of the month.  It'd like to be able to select a transaction and "create now". instead of waiting until the start of the next month for them to be created automatically.

 

I know I could  create a new  invoice and void the automatic one, but I don't want to worry  about keeping track of which ones I need to void.

1 reply

J
JamesM
July 28, 2020

Hi there,

 

It's great to learn you're taking advantage of the amazing features offered in QuickBooks. Recurring transactions are great as they help you save time. Rest assured, I'll be happy to give you a hand with this. 

 

To edit the a recurring transaction, you'll have to edit its template by following the steps below: 

  1. Go to Settings ⚙ and then Recurring transactions.
  2. From the Action column, select Edit for the transaction you want to edit.
  3. Edit the template name, type, and the customer or payee name as needed.
  4. If you're editing a Scheduled or Reminder type template, you can adjust how far in advance QuickBooks creates the template or sends you a reminder. You can also set the frequency in the Interval section.
  5. Add or remove any product or service details in the Item details section.
  6. When you're done, select Save template.

For methods which go beyond the above steps, I recommend sending as feedback to our engineers. You can do this by clicking the Gear icon and looking for Feedback. New product ideas and improvements are largely based on the feedback we get from users like you.

 

In case you have other questions, feel free to contact our support team using this link here. Otherwise, leave a comment below and I'll make sure to get back to you. 

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