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Trish_T
QuickBooks Team

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Hi totalmach1,

 

Thanks for reaching back out here.  QuickBooks Online is a dynamic program with everything you need to complete your daily tasks with peace of mind.  In addition to the exceptional assistance provided by McBrideBookkeeping, I'll be happy to assist you with your QuickBooks goals!

 

One of the many great features QuickBooks has to offer, is having the ability to create recurring transactions.  You can create a scheduled or unscheduled template and include a reminder.  An unscheduled template works great for transactions with a lot of information that you prefer not to have to re-enter, but aren't necessary to be scheduled.  Invoices will be created as a draft and you'll be able to save them as drafts or finalized them.  For your reference and additional information, follow this guide to create recurring transactions in QuickBooks Online.

 

If you have any other questions, please don't hesitate to reach back out.  We'd love to help!

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