How to Setup a Recurring Invoice in QuickBooks Online

April 20, 2021
how to setup recurring invoice in QuickBooks

Do you send regular monthly invoices in QuickBooks Online? Do you send that out manually every month? You don’t have to do that!

Setting up recurring invoices for regular monthly services.

Step 1: Log in to your account. Click on the gear icon in the top right corner. Then select “Recurring transactions.”

Step 2: Select “New” in the upper right-hand corner. When you are asked to select a transaction type, select Invoice.

Step 3: Fill out the invoice as normal. You will select when you want to start the recurring invoice, how many days you may want to send it in advance, etc. You must select “Automatically send emails” under the options at the top. Otherwise, it won’t send your invoice, which is counterproductive. Then make sure to name your template and select “Save Template.”

And just like that, you are done!

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Jennifer Devine

I'm an experienced finance professional with more than 20 years of experience. I've held several Controller positions throughout my career, most notably with an internationally respected commercial real estate investment, management, and brokerage firm. In this role, I was responsible for all aspects of accounting across the company's many operational divisions - including internet services, real estate development, property management, and brokerage services. As our company operated in multiple countries and currencies, it was essential to me that all financial reports were accurate and compliant.

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