Recurring Transactions: Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)
We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40!
Recurring transactions are used to create templates frequently used in your workflow – i.e. monthly JE for depreciation or auto bank draft. They can be used for first step in a workflow, so you can do a bill or an invoice, but can’t make bill payments or receive payments recurring.
You can set recurring transactions to be scheduled (like a monthly Sales Receipts for membership ), unscheduled (maybe an estimate with many line items that you use a few times per year) or set QBO to remind you about them (maybe you write a blog and the due date varies each month).
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