Resource: QuickBooks Tips & Tricks: Recurring Entries

| March 11, 2021

Creating an invoice in QBO will create an accounts receivable transaction. You can automate the invoice by clicking Make Recurring at the bottom of the invoice window.

  1. To create an invoice for specific customer, click Create Invoice next to their name. The invoice window displays.
  2. Complete the Invoice form. There are several key elements to completing the form. They are the following:
    • Choose the customer
    • Choose the Invoice date and Due date if applicable.
    • Choose the Product/Service à Enter a Quantity à Rate
    • Choose the Sales Tax rate.
  3. Click Make recurring.
  4. Click Save Template. This will not only create the invoice but also send it automatically on the assigned date.

See full list of QuickBooks Tips & Tricks Guide