January 2021 – MYOB Tip

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.