Recurring Transactions

Step by Step: Recurring Transactions


If you have monthly recurring charges and you don’t want to have to remember to enter them, QuickBooks can create an invoice automatically and email it to your customers. Use the Recurring Transactions feature. Most transactions (sales, purchases and journal entries) can be made recurring.

1. From Quick Create, click Invoice.

2. Type Bill’s Windsurf Shop and choose Pest Control under Product/Service. Leave the quantity at 1 and the rate at $35. At the bottom of the screen click Make recurring.

3. This opens a screen where you can create a recurring invoice template. You can name the template, say whether you want it automatically entered, choose to send an email automatically and, if scheduled, set up the schedule. Click Save template.


You have a lot of flexibility when creating a template. Experiment with it in the sample file. Note that if you have an already-recorded transaction and want to make it recurring, you can open it up and click Make recurring at the bottom of the screen. Remember that most transactions can be made recurring

ROI Accounting, LLC serves St. George locally and the U.S. remotely and provides a full range of QuickBooks support and bookkeeping services. As always, if you have any questions, please give us a call.

Partial example from sample company to the right:

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