Hey DMLat,
No worries, I will be happy to assist you! You are correct in saying that it is different for QB Desktop and QB Online. For QuickBooks Online, the memorized transactions are currently unavailable. However, you have the option to set a recurring transaction for your customers and vendors. Just so you are aware, this can be done for any transactions except bill payments, customer payments, and time activities. Here's how:
- Go to the Gear icon.
- Under Lists, choose Recurring transactions.
- Select New.
- Use the drop-down and select the transaction type, then click OK.
- Add a Template name.
- Choose a Type - Scheduled, Reminder, or Unscheduled.
- Fill out the necessary information.
- Click Save template.
You can refer to this article for more information about recurring transactions. Please let me know if you have any questions. I am just a comment away! I hope you enjoy your day.
