Automate QuickBooks tasks with routines

Routines are aimed for you to save time on repetitive tasks and create powerful custom workflows with a simple “If this happens…” “then do that” framework.
You can automate many actions including setting up custom alerts, email reminders, and much more.

Available with the Quickbooks Online Advanced version and no longer with QuickBooks as of Jan 9th, 2020.

Below, we’ll go through how to enable routines and then show you steps to create and manage routines.

Turn on routines in QuickBooks Labs

1. Select the Gear icon on the Toolbar.
2. Under Your Company (or Settings), choose QuickBooks Labs.
3. Scroll down, then toggle on Routines for QuickBooks.

Create new routines

Once routines is on, you can start automating tasks using our existing templates.

1. Select the Gear icon on the Toolbar.
2. Under Tools, choose Manage Routines.
3. To use any of the existing templates, select Try It Out.
4. Edit the routine template.
5. Once done, select Save and close.
6. Find the new routine under Your routines.
7. Under Actions, select the 3-dot icon (More), then choose Enable.

Managing routines

You can enable, disable, edit, or delete your existing routines.

1. Select the Gear icon on the Toolbar.
2. Under Tools, choose Manage Routines.
3. Your existing routines are all under Your routines.
4. Under Actions, select the 3-dot icon (More), then choose Enable, Disable, Edit, or Delete.

MYOB Capture App

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• Cut you data entry down as the app scans your reciepts for relvant information.
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Customize Quickbooks According To Your Needs

1. Customize your Layout:

If you are more comfortable using the older version of QuickBooks and face difficulty using the new one, then — good news — you can get back the old QuickBooks look in just two steps:

• Click View –> Top Icon Bar
• Click Edit –> Preferences –> Desktop View

2. Customize Your Icon Bar:

You can choose which links appear in your icon bar. You can add, remove, or modify the icons according to your needs. So this way you can select the links which are your favourite or you use the most and thus boosts your efficiency.

a. To Remove an Icon

• View –> Customize Icon Bar.
• Select the icon you want to remove and click Delete.

b. To Add an Icon

• View –> Customize Icon Bar.
• Click Add.
• Select the desired icon from the list.  Modify the label and description.
• After that click OK.

c. To Modify an Icon

• View –> Customize Icon Bar.
• Select the icon you want to modify.
• Click Edit, make your changes.
• Click OK.

Short On Time? Create Repeating Bills & Invoices

Bills

Create a new template or open an existing template:

• In the Business menu, select Bills to pay, click the arrow next to New Bill, then select New Repeating Bill.
• Enter or edit your information in the repeating transaction fields.

https://central.xero.com/s/article/Add-repeating-bills-or-copy-bills#Addoreditarepeatingtemplate

Invoices

Create a new template or open an existing template:

• In the Businessmenu, select Invoices, click the arrow next to New Invoice, then select New Repeating Invoice.
• Enter or edit your information in the repeating transaction fields.

https://central.xero.com/s/article/Add-or-edit-a-repeating-invoice-template