Where do recurring transactions show up in new QuickBooks Online?


It should be part of recurring transactions reminder list.

  • From the home page screen, click company “Gear” icon (located upper right corner)
  • Select “Recurring Transactions” from the Lists header
  • See attached screenshot photos below for reference

Recurring transactions can be set-up for:

Customers

  • Invoice
  • Estimate
  • Credit Memo
  • Sales Receipt
  • Refund Receipt
  • Delayed Credit
  • Delayed Charge

Vendors

  • Expense
  • Check
  • Bill
  • Purchase Order
  • Vendor Credit
  • Credit Card Credit

Banking

  • Bank Deposit
  • Bank Transfer

Journal Entry

 

It should display all lists including scheduled, reminder and unscheduled.

 

Recurring Transactions List
Recurring Transactions List
Recurring Transactions List
Recurring Transactions List

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