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lisa-livewithuni
March 3, 2023
Question

Can I create a recurring batch template? To enter multiple expenses at once, where each expense/line item posts individually, then use the same template next month?

  • March 3, 2023
  • 2 replies
  • 74 views
No text available

2 replies

L
LeizylMQuickBooks Team
QuickBooks Team
March 3, 2023

Good day, livewithuni. 

 

I'll make you'll be able to create recurring template in QuickBooks Online (QBO). 

 

Currently, the option to create recurring batch template isn't available in QuickBooks Online (QBO). As a workaround, you can set up a recurring transaction for your expenses and assign a unique name for each template. 

 

To create recurring transactions:

 

  1. Go to the Gear ⚙ icon.
  2. Under Lists, select Recurring Transactions.
  3. Click New, then choose Expense in the Transaction Type dropdown.
  4. Hit OK.
  5. Enter your desire Template name, then select Scheduled in the Type dropdown.
  6. Fill in the rest of the information.
  7. Once done, click Save template.

 

Check out this article for more detailed information: Create recurring transactions in QuickBooks Online.

 

For future reference, you can check out these articles to help you edit or duplicate the template.

 

 

I'll be here if you need further assistance with recurring transactions. Feel free to leave a message below, and I'll get back to you as soon as I can.

L
lisa-livewithuniAuthor
March 5, 2023

Thank you for your suggestion LeizylM. I am using recurring transactions for many expenses and deposits. Hopefully QBO will offer an option for recurring batch transactions in the future. One of the issues I have is a batch of 142 recurring monthly water bills. All monthly information remains the same, except for the date and amount, but I need each expense (142 of them) to post individually to my bank rec. Using recurring transactions, I would have to make 142 entries. 

DivinaMercy_N
DivinaMercy_NModerator
Moderator
March 5, 2023

Thanks for getting back here, @lisa-livewithuni. I want to ensure this will be taken care of.

 

I know how beneficial for your business to have this feature. While we don't have the exact time frame for when this feature will be available, I recommend sending feedback to our product developers. This way, they can further review the recurring template feature and consider adding them to future updates. Please refer to the steps below:

 

  1. In your QBO account, navigate to the Gear icon.
  2. Next, select the Feedback option.
  3. From there, enter the details of your product comments, suggestions, and requests. 
  4. Then, click Next to submit. 

 

You can also visit our Customer Feedback for QuickBooks Online website to track the suggestion you've submitted. 

 

To check the list of recurring templates you can simply go to the Recurring Transactions page. Here's how:

 

  1. Click the Gear icon and select All lists.
  2. Choose Recurring Transactions.
  3. From there, you'll see the list of recurring templates created.

 

I'm always here ready to lend a hand if you have any other concerns about managing recurring templates in QBO. Have a good one and stay safe. 

T
tony173
June 13, 2025

Any update here? Is this able to be done yet?

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
June 13, 2025

Managing multiple expenses and creating a recurring batch template would certainly simplify this process. I'll guide you on how you can send feedback, Tony173.

 

To do so, follow the steps outlined below: 

 

  1. Go to the Gear icon and select Feedback.
     
  2. Provide comments or product suggestions. 
     
  3. Click Next.

 

At the moment, you can create a recurring transaction one at a time as this feature is unavailable. I've added this for you: Create Recurring Transactions in QuickBooks Online.

 

On top of that, QuickBooks Online (QBO) offers a variety of reports that you can use to get the data you need. You can run the Expense by Vendor Summary report to see the breakdown of each of your vendor expense transactions. To learn more on how to customize this report, check this article: Customize Report. 

 

If you have any more questions or need further assistance with recurring batch template, please feel free to reach out. The Community team is always here to ensure your financial processes are as smooth as possible.

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