How to Setup a Recurring Invoice in QuickBooks Online

QBO How to - Option 2

Do you send regular monthly invoices in QuickBooks Online? Do you send that out manually every month? You don’t have to do that! Today we are going to talk about how to setup recurring invoices for regular monthly services.

Step 1: Login 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 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!

Amy Dionne