QuickBooks Tip of the Month: Automate Recurring Transactions

QuickBooks Tip of the Month: Automate Recurring Transactions

Tired of entering the same bills or invoices every month? Automate routine entries like rent, subscriptions, or loan payments in QuickBooks Online—so you never miss a due date again.

Standard Method:

1. Go to the Gear Icon > Recurring Transactions.
2. Click New.
3. Choose the Transaction Type (e.g., Expense, Bill, Invoice).
4. Select a Recurring Type:
   • Scheduled (auto-posts)
   • Reminder (you get a prompt)
   • Unscheduled (you trigger it manually)
5. Set the frequency and start date.
6. Fill in the transaction details.
7. Click Save Template.

The One 8 Solutions Way:

1. Start a new transaction (e.g., Expense).
2. Fill in the details.
3. Click the Make Recurring button at the bottom.
4. Choose your Recurring Type, frequency, and start date.
5. Click Save Template.

Pro Tip:

Review your recurring transactions each month to confirm amounts and dates are still accurate.

Have questions on deciding what to automate? Schedule a meeting today!