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February 11, 2022
Question

Can QB online be set up to automatically prepare and email a recurring quarterly rental charge invoice to a customer without my intervention each time? John

  • February 11, 2022
  • 2 replies
  • 2 views
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2 replies

MariaSoledadG
QuickBooks Team
February 11, 2022

Allow me to share a few information about setting up a recurring invoice in QuickBooks Online, jhogan4.

 

I can see the importance of having the quarterly option being added to the recurring transaction feature. For now, the available option that you can use to set this up is daily, weekly, monthly, and yearly. You'll want to go to our Customer Feedback page to check if a related request has already been submitted. If not, you can send feedback to let our product team know how useful is this for your business. Please check this article for more information: Create Recurring Transactions In QuickBooks Online.

 

Furthermore, once an invoice is paid and you've already connected your bank accounts, QuickBooks downloads the latest transactions and tries to match them with what you've already entered into QuickBooks. To know more about this, I've added this article for more details: Categorise And Match Online Bank Transactions In QuickBooks Online.

 

If you have any questions about recurring transactions, please let us know by dropping a comment below. We'll always make sure to get back to you. 

Fiat Lux - ASIA
Level 14
February 12, 2022

@jhogan4 

If you need to send invoices regularly every three months, you can use a scheduler app as a trigger to generate invoices automatically.