Tag: recurring transaction

QBO QBO Update QuickBooks

QuickBooks Online QBO Update – August 2016

Post author By admin
Post date August 30, 2016

Here’s what’s new in U.S. QuickBooks Online (QBO) in August 2016 that I have noticed so far. These are few minor enhancements, nothing big updates.

Edit header to show a logo and change the report title and subtitle. You can also click right on the title.

edit header

Email Messaging for Invoice: Add a Cc and Bcc email address to emailed invoices. This comes in really handy to share with a group of employees who needs this data.

invoice message cc bcc

They have also added Cc/Bcc field to Invoice form as well.

invoice field cc bcc

Email Messaging Purchase Order : Create default message for emailed purchase orders.

po message

Edit Recurring Transaction: Newly added options are Duplicate, Pause, Skip Next Date. Now they have five edit options:

Use
Duplicate
Pause
Skip Next Date
Delete

edit recurring transactions

COMING SOON

New Reconciliation in QuickBooks Labs

reconciliation

Create a bundle name in Products and Services

What is a bundle? A bundle is simply a way of grouping products and services that you often sell together. Bundles save time when you create sales transactions. Instead of entering each product or service as a separate line item, you just enter the bundle itself, and QuickBooks automatically adds the bundled items to the transaction for you.

bundle

WATCH VIDEO

QuickBooks Online QBO August 2016 Update

Tags bcc, cc, delete, Duplicate, edit header, email message invoice, email message purchase order po, email messages, new bank reconciliation, Pause, quickbooks com, recurring transaction, recurring transactions, report logo, report subtitle, report title, Skip Next Date, Use

Invoice Recurring Transactions

How do I stop any recurring invoices in QBO?

Post author By admin
Post date March 24, 2014

To stop a recurring transaction from recurring, you will either need to delete the recurring transaction, or edit the schedule so that it will not be regenerated.

Here’s how to do it:

First, click the gear in the upper right of your Home screen.
Choose Recurring Transactions from the menu.
Click the recurring transaction to select it.
If you’d like to just Delete the recurring transaction, click Delete at the top of the list.
If you’d prefer to retain the template and change the schedule, click Edit at the top of the list.
Change the type to read either Unscheduled or Reminder.
Click Save template.

#QuickBooks Online

Tags invoice, invoices, QBO, Quickbooks, QuickBooks Online, recurring invoices, recurring transaction, recurring transactions, Stop Recurring Transactions