How do I setup reoccurring activity/Job schedules

Setting up recurring activities and job schedules in QuickBooks Online (QBO) is a great way to save time and streamline your workflow, noprobhomecarese.

The program has two main ways to set up recurring activities, depending on whether you mean recurring transactions (like invoices or expenses) or recurring job/employee schedules. If you need to create templates for recurring invoices, estimates, and other ‌transactions like recurring expenses, follow the steps below:

1. Click the Gear icon on the top menu.
2. Choose Recurring transactions under Lists.
3. Tap the New button and choose the transaction under the Transaction Type field. Then, OK.
4. Select a Type: Scheduled, Reminder, or Unscheduled.
5. Decide whether to include unbilled charges, automatically send emails, and mark these transactions to print later.
6. For scheduled or reminder transactions with Merchant Services, choose how your customer can pay you online in the Online Payment section.
7. Fill out the transaction details and select Save template.

For more details about this one, check out this article: Create recurring invoices and other transactions in QuickBooks Online.

To schedule recurring transactions created with a template, follow the steps in this article: Schedule recurring transactions created with a template.

If you are referring to scheduling employee time or shifts, you can use QuickBooks Time, which has its own scheduling tools for setting recurring employee shifts. To learn more about this one, refer to this article: Use QuickBooks Time in QuickBooks Online or QuickBooks Online Payroll.

Feel free to go back to this post if you have any other questions about creating recurring transactions and schedules.