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4 years ago

What are two ways to begin setting up a recurring transaction in quick books online

Business

1 answer:

olasank [31]4 years ago

6 0

Answer:

The two ways to begin setting up a recurring transaction in quick books online are:

Create a new transaction or
Duplicate an existing one

Explanation:

Option One: To set up the transaction,

Click on settings (It's an icon that looks like a gear)
From Lists, click on “Recurring Transactions”
Then select “New”
Select a transaction type to be created, and press “OK”
The next step is to name your template then,
Choose a Type of Transaction. The options are "Scheduled", "Unscheduled" and "Reminder".

Finally, enter the necessary information and Save the Template.

Option Two:

Create templates more quickly by duplicating existing templates. This is a quicker way of setting up transactions.

Go to Settings
From Lists, select "Recurring Transactions".

Click on the appropriate template, then select the Action column drop-down menu and select Duplicate. All settings will be inherited by the duplicate copy except the caption.

Cheers!

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