What are two ways to begin setting up a Recurring Transaction in QuickBooks Online?

Prepare for the ProAdvisor Certification Exam with this comprehensive quiz. Use flashcards, multiple choice questions, and explanations for each question to enhance your exam preparation and boost your confidence.

To set up a Recurring Transaction in QuickBooks Online, utilizing both of the methods highlighted ensures flexibility and accessibility.

Selecting the "Make recurring" option at the bottom of the desired transaction allows users to convert an existing transaction into a recurring one seamlessly. This method is straightforward as it enables users to quickly establish recurrence settings directly from the specific transaction they are working with, ensuring the parameters are set in the context of that task.

On the other hand, navigating via the Gear icon to "Recurring transactions" offers a centralized hub where users can manage all their recurring transactions. This method is especially useful for those who want to review, edit, or eliminate multiple recurring transactions in one place. It provides a broader overview and easier management of recurring items without needing to reference individual transactions.

By combining these two approaches, users can efficiently set up and manage Recurring Transactions according to their preferences and workflows, making option C the correct choice.

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