Yes, you can, @rgraefe-msn-com.
You can set up a recurring transaction in your QuickBooks Desktop (QBDT) software. However, setting up a recurring statement isn’t possible. You can only create recurring Estimates, Invoice, and Bill. Let me guide you how.
- From your QBDT dashboard, go to the Customers menu.
- Select Create Estimates.
- Enter the needed details.
- Go to the Edit menu and select Memorize Estimates.
- Enter the name of the estimates and select either Add to my Reminders List, Do Not Remind Me, or Automate Transaction Entry.
- Fill in the needed the details, then click Save & Close or Save & Next.
For more insights about the process, you can visit this link for more details: Create, edit, or delete memorized transactions.
You can also look for a third-party app that lets you create a recurring statement. Hover to the App Center from your dashboard or visit our QuickBooks Desktop App page for reference.
Once you’re all set, you might want to check this article on how to record your customers' payment seamlessly: Record an invoice payment.
Keep me posted if you have other concerns or questions setting up recurring transactions in your software. I’ll be around ready to back you up. Stay safe and keep well.
