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MadelynC
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I’ve got some information for you so you can import your recurring transactions to QuickBooks, Mariel.

 

At the moment, importing recurring transactions for multiple customers from Excel to QuickBooks Online (QBO) isn’t possible. You may consider creating the transactions manually or using a third-party app to import them.

 

If you have Apps option within your QBO account, you can visit it and check for the importer tool. I’m glad to show you the steps.

 

  1. Open your QuickBooks account.
  2. Go to your Apps menu.
  3. You can enter “Importer” on the Search field, then select the app.
  4. Click the Overview, Pricing, Reviews, and FAQs to view the details.
  5. Select Get app now to connect.

 

I've attached these resources in case you want to import and design custom form styles for your invoices or estimates in QBO:

 

 

Don’t hesitate to let me know if you have any other concerns or questions besides importing recurring transactions. I’m always here to help you out. Take care and have a good day!