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December 6, 2021
Question

A way to link a particular product/service to a customer so each time you enter the customer it remembers the product to save adding each time? Like a bill remembers

  • December 6, 2021
  • 1 reply
  • 3 views
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1 reply

Level 4
December 6, 2021

Hello melindai,

 

Welcome to the Community!

 

Linking a particular product/service to a customer in QuickBooks Online is unavailable in the set of features and offerings. You'll have to select a specific product/service when you create a sales transaction. Or if you're using the QuickBooks Online Essentials or PLUS subscription you can create a recurring transaction like invoice, and can set the particular product/service and customer.

 

 

Here's how you can create a recurring template:

 

  1. Click on the Gear Icon or Settings icon.
  2. Click on Recurring transactions.
  3. Click on New button.
  4. Select the transaction type to create, and click OK.
  5. Enter a Template name.
  6. Fill out the other fields and click on Save template.

 

 

Once done, the system will automatically create the transaction for you based on the conditions you've set on the recurring template. You can also check this article to learn more about Create recurring transactions in QuickBooks Online.

 

 

You can always message us back if you need more help with QuickBooks Online. Have a nice day!