Recurring Transactions in QuickBooks 2013 And you can set reminders so you don’t forget about the ones that need to be modified every time. If they’re the same, you can even schedule them to be processed automatically. These can be either for a fixed amount (like an insurance payment) or different amounts (like your electric bill). Recurring transactions are just what they sound like: invoices or estimates or purchase orders or other QuickBooks receivable or payable document that you have to enter on a regular basis.
One of the areas where both the desktop version of QuickBooks (examples here are from QuickBooks 2013) and QuickBooks Online accelerate your workflow is in the creation and scheduling of r ecurring transactions.
They can learn about this through a QuickBooks training course, but the real impact doesn’t hit them until they’re actually using it with their own company data. Yes, you can do it in both versions, but the process is a bit different.Įven businesses that have been reticent to move their financial bookkeeping to a computer get excited when they see how much time QuickBooks can save.
