Banking

I see the convenience of updating the data when you edit the transaction created from the recurring template, info2009. The pop-up is still available, so I'll share some troubleshooting steps.

Let's start by accessing your QuickBooks account via incognito or private window. This mode doesn't retain cache, so we can verify if it is a webpage issue. Here are the keyboard shortcuts you can use:

• For Firefox, press Ctrl + Shift + P
• For Chrome, press Ctrl + Shift + N
• For Safari, hold down Command + Shift + N

From there, sign in to your QuickBooks account and look for transactions with a recurring icon. Once located, Edit it to see if the Update the recurring template prompt appears. If it works, I recommend clearing the default browser's cache or using other supported browsers to isolate this issue.

However, the pop-up message is not available in the new experience. If you're using the Plus version, you can switch back to the Old layout and update the transactions from there.

In case you'd like to search for the same or delete a template, refer to this article:  Duplicate transactions when using a recurring template.

You may check out this reference to learn the new releases: See what’s new with estimates and invoices in QuickBooks Online.

Don't hesitate to drop a comment below if you need more assistance handling recurring transactions. I'm always here to help. Take care.