Overview of importing recurring transactions
A recurring transaction in QuickBooks Online is a way that you can automate repetitive transactions like monthly subscription invoices, monthly repetitive bills or journal entries: based on the settings QuickBooks Online will automatically generate or remind you to create the transactions. With Zed Axis it is possible to import the recurring transactions scheduling information in batch into QuickBooks Online from Excel or Text files.
Things to consider
The recurring transaction feature in QuickBooks Online is very powerful and allows to to design very complex recurring schedules so it is important that you understand what fields to map and what
What transaction do you want to make recurring?
When importing the recurring transaction template details the transaction needs to be already entered into QuickBooks Online and you need to know the Doc Number for the transactions and the Entity Name we well as the type of transaction or Entity Type. Ie Invoice 1001 for Handy Builders
How do you want the template to function?
Do you want QuickBooks to automatically create the transaction or do you want to get a reminder that you need to generate the transaction, ie Automated, Reminded or Unscheduled
When and how often should it recur?
Do you want the recurring transaction to happen every week, every month, every year etc... and on what day do you want that to occur, when and for how many times. ie Monthly on the 8th of every month starting from 8th February and ending after 36 occurrences
Interval Type for the recurring template:
When creating a recurring template in QuickBooks Online it is important to consider the following interval types of template that can be set and the corresponding fields that will require to be mapped:
Yearly - Will require Start Date, End Date (or MaxOccurences), Month of Year and Day of Month
Monthly - Will require Num Internal, Start Date, End Date (or MaxOccurences), and Day of Month or Day of Week and Week of Month
| |
|---|
| RecurType | Automated |
| StartDate | 04/06/2022 |
| Interval Type | Monthly |
| Num Interval | 2 |
| EndDate | 04/26/2023 |
| DayOfWeek | Tuesday |
| Week of Month | 4 |
Weekly - Will require Num Interval, Start Date, End date (or MaxOccurences) and Day of Week
Daily - Will require Num Interval, Start Date and End Date (or MaxOccurences)
Steps to import recurring transactions
- Open Zed Axis and connect to your QuickBooks Online company file
- In the Import module, click Browse and open the text or Excel file that contains the recurring transactions template details
- Create a mapping between the fields in QuickBooks Online and the columns in your import file
- Click Import and Axis will create in batch the recurring transactions.
More help?
Download a recurring transaction sample template import data.
Where the fields appear
Detailed description of the fields you can map
| QuickBooks Field | Format | Description |
| Doc Number | str 209 | Reference number for the transaction that you want to make recurring |
| Template Name | str | Name of the recurring transaction template |
| Active | str | Whether the template is enabled or not (value true of false) |
| Entity Name | str | Entity Name used on the transaction (ie customer name on invoice, vendor name on bill) |
| Txn Type | Enum | The transaction type to used for recurring template (values: Bill,Purchase,CreditMemo,Estimate,Invoice,Journal Entry,RefundReceipt,SalesReceipt,VendorCredit or PurchaseOrder) |
| Recur Type | Enum | The type of recurring transaction (values Automated, Reminded or UnScheduled ) |
| Day Of Week | Str | When the Weekly interval is used this is the Day of the week the week that the transaction will recur on. (ie Monday, Tuesday, Wednesday etc....) |
| Start Date | Date | Start day for the recurring transaction (must be after the current date as recurring transactions cannot be applied historically) |
| Max Occurrences | Str | The maximum number of recurring instances |
| Remind Days | Str | The days for the start date to remind |
| Interval Type | Enum | The interval type (values Yearly, Monthly, Weekly, Daily) |
| Week Of Month | Str | The week of the month |
| Days Before |
| The days before the scheduled date |
| Next Date |
| The date the next transaction is created |
| Num Interval | Int | The interval based on the interval type set as 1 or 2 etc... (ie every 1 month, every 2 weeks etc) |
| End Date |
| The end date for the recurring schedule |
| Day Of Month | Str | When Monthly interval is used this is the day in the month that the transaction will recur on ie 8 for the 8th of the month possible values are (1 to 28) |