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Zed Axis
Level 3

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Hi @LKHforWZ 

 

Whilst it is not possible to import recurring transaction templates into QuickBooks Online directly there is a 3rd party app that does have the ability to take the recurring transaction details in an Excel or Text file and batch import that in.  

 

It is called Zed Axis you can find it listed in the Intuit Marketplace and you can download a 30 day free trial so you can test out how this works there is also demonstration of the process on YouTube.

 

Hope that gives you another option.

 

 

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