Recurring invoice and linking more than one bank account

I'm delighted that you joined us here and asked these questions in the Community, sbd-electrical1-.

I'll provide you with all the information you need to assist you in completing these tasks in the program.

First, follow these steps on how to set up a recurring transaction in QuickBooks Online: 

1. Go to the Gear or Settings ⚙ icon and select Recurring transactions.
2. Click New and choose the type of transaction to create, and then select OK.
3. Enter a Template name.
4. Select a Type if you want it Scheduled, Unscheduled, or a Reminder.
5. Provide all other details, then click Save template. 

More information about this feature can be found in the following article: Create Recurring Transactions in QuickBooks Online. 

Second, QuickBooks Online allows you to add or sync more than one bank account for Online Banking. Moreover, you can utilize either the Direct or Standard feed to connect with banks, based on the account type and data provided by the financial institution.

As an overview, you can connect by logging in using your internet banking username and password with Standard Feed. For Direct Feed, you can sync your bank account by either completing a Client Authority form or enabling the feed from the Internet Banking settings, specifically for Westpac and ANZ accounts.

Let me share these articles for more details about this:

• Connect and Manage Your Bank Feed with QuickBooks Online
• Connecting Your Bank via Direct Feed | FAQ 
   

Additional reference when managing bank transactions are also shared here: 

• Find and Categorise Transactions in QuickBooks 
• Set Up Bank Rules to Categorise Online Banking Transactions in QuickBooks Online

Don't hesitate to reply and tag my name if you have follow-up questions while completing these tasks. You can also join us back in the forum if you need anything else.