How do you create a recurring invoice in QuickBooks Online?

Creating a recurring invoice in QuickBooks Online is best accomplished by clicking on the "+ New" icon and selecting "Invoice." From there, you can choose the "Make recurring" option. This feature allows you to set up an invoice that will automatically generate according to the schedule you specify, saving time and ensuring consistency for recurring billing.

This process is user-friendly and integrates seamlessly into the invoicing system of QuickBooks Online, allowing for customizable settings such as frequency, duration, and amount, all of which can be adjusted as needed.

The other options don't facilitate the same efficient setup for recurring transactions. Simply selecting "Sales" and entering the invoice does not provide the recurring functionality. Accessing "Recurring Payments" implies a focus on payment methods rather than setting up invoices. Lastly, manually copying an invoice each month is not only time-consuming but also prone to errors, making it an inefficient approach compared to using the designated recurring invoice feature.