Question

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

Answer 1

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

Step-by-step 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!