Account management
Hi there, @khegge.
Usually, we set up a recurring transaction with a fixed schedule, and we call it the Reminder type.
If you haven't change it yet, you can go to the Recurring Transactions list and then click Edit and set the type to Reminder.
Here's how:
- Go to Gear and then select Recurring transactions.
- Choose the template in question and then click Edit.
- Change the Type to Reminder.
- Hit Save template.
For reference, you can check this article on how to edit an existing recurring template: Create recurring transactions in QuickBooks Online.
Also, you can set up recurring statements for your customers by following the steps outlined through this reference: Create memorized A/R reports with email reminders. It includes the types of recurring template that you can create in QuickBooks.
However, if it's already set up to this type of recurring transaction, I'd suggest reaching our Care Support team to investigate this further. They got the tools to pull up your account and document this case.
Let me know if you have questions about QuickBooks. I can help you anytime. Stay safe and have a nice day ahead, khegge!
