Quick Books Online — Recurring Templates

QuickBooks Tips

Recurring Templates (Adapted from https://quickbooks.intuit.com/learn-support/en-us/configure-products/create-recurring-transactions-in-quickbooks-online/00/186472)

Create recurring transactions in QuickBooks Online.

1. Go to Settings ⚙.

2. Under Lists, select Recurring Transactions.

3. Select New.

4. Select the type of transaction to create, and then select OK.

5. Enter a Template name.

6. Choose a Type: Scheduled, Unscheduled, or Reminder.

Make any transaction a base template for a recurring transaction:

Start from an existing transaction and create a template by selecting More at bottom and select Make Recurring

Edit an existing recurring template

1. Select Settings ⚙️.

2. Under Lists, select Recurring Transactions.

3. Select the appropriate template, then select the Action column ▼ drop-down menu and choose Use.

4. Once the transaction is open, make any needed changes, then select Make Recurring.

Duplicate an existing template

1. Go to Settings ⚙.

2. Under Lists, select Recurring Transactions.

3. Select the appropriate template, then select the Action column ▼ drop-down menu and choose Duplicate. All settings except the title will be inherited by the duplicate copy.

4. Update template and save with new name.