Tag: recurring transactions
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How to fix: Invoice numbers stay same on recurring transactions in QuickBooks Online
Case: With recurring transactions none of the invoice numbers ever change. They are the same month to month, as well as across multiple customers with same invoice number. It is becoming a huge problem getting paid from Customers (Clients) when they see the same invoice number every month. First, we will need to turn on…
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Recording Daily Sales – Restaurants, Retail Stores, POS Cash Register, Sales Template
In QBO Essentials and, you can create a Recurring Sales Transaction to be used at the end of each day to record your daily sales transactions. This YouTube video will show step-by-step instructions on how to record daily sales in QBO. We highly encourage you to watch the entire video. You do not want to…
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Does QBO Plus have memorized transaction groups?
Does QBO Plus have memorized transaction groups? I would like to organize my memorized transactions using a Group like I did in the desktop version. That would be really nice feature to have it in QBO. Unfortunately, QBO does not have that feature yet.
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How do I stop any recurring invoices in QBO?
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…