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xz_007 [3.2K]
3 years ago
15

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

Business
1 answer:
olasank [31]3 years ago
6 0

Answer:

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

  1. Create a new transaction or
  2. Duplicate an existing one

Explanation:

Option One: To set up the transaction,

  1. Click on settings (It's an icon that looks like a gear)
  2. From Lists, click on “Recurring Transactions”
  3. Then select “New”
  4. Select a transaction type to be created, and press “OK”
  5. The next step is to name your template then,
  6. 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.

  1. Go to Settings
  2. 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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