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vtwarfield
Level 2

I have an automatic expense set up for my QB subscription. I want to update it to reflect price increase but this record doesn't appear under Expenses. Where can I find?

The expense appears under monthly Profit Loss reports but not under Expenses. I have it categorized as Accounting.

1 Comment 1
Rea_M
Moderator

I have an automatic expense set up for my QB subscription. I want to update it to reflect price increase but this record doesn't appear under Expenses. Where can I find?

Let's go to the Recurring Transactions menu to update your automatic subscription expense setup, vtwarfield.

 

In QuickBooks Online (QBO), there is a dedicated section specifically for managing your recurring transactions. This is where you can review, edit, or update your recurring expense setup to ensure it reflects any recent changes, such as price adjustments.

 

To update, here's how:

 

  1. Go to Settings and then select Recurring transactions or go to the Accounting menu and choose Recurring transactions.
  2. From the Action column, hit Edit for the transaction you want to edit. 80.png
  3. Review the Template name, Type, Payee name, and the Interval as needed.
  4. In the Item details section, update the Amount to reflect the price increase.
  5. When you're done, click Save template81.png

 

The changes you've made are applied moving forward. For more insight, please see this article: Edit a recurring template.

 

Feel free to reach out if you have any further questions.

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