Learn how to change a recurring transaction template in QuickBooks Online.
Recurring templates can help you save time. You can make recurring templates to automatically create invoices, expenses, and other tasks you do regularly.
Editing a recurring template can be tricky. Here's how to edit templates and how these changes may affect items, customers, and company settings.
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Recurring templates are only available in QuickBooks Online Essentials and Plus. |
How to change the service date on recurring transactions
Recurring transaction templates don't automatically populate the service date field on transactions. You'll need to find each transaction and manually enter the correct service date.
To find transactions recently created by a recurring template:
- Go to Business overview and select Reports (Take me there).
- Search for and run the Recent Automatic Transactions report.
- Set the report dates.
- Select Run report.
- Select the individual transaction to display it.
- Manually update the Service Date field to the date the service was actually performed.
- Choose to update the recurring template for One time only or Update for all.
- Select Save.
Learn what happens if you update items, customers, or settings used by recurring templates
Editing items or customers
If you edit an item or customer that's used by a recurring template, you'll get a message. QuickBooks tells you if the changes affect any recurring templates. You have a few options:
- Select Update for all to save the changes to the item or customer. This also applies the updates to all relevant templates.
- Select One time only to save the changes only for the transaction for which you made the change.
Changing the following fields will also affect recurring templates:
Payment method
Terms
Taxable status
Transaction dates
Transaction number
Transaction amount
Location & Class
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Editing company settings
If you edit company settings that are used by a recurring template, you'll get a message. Unlike items or customers, you won't see a warning message. However, making changes to the following fields will affect recurring templates:
- Customer estimates message
- Customer sales forms message
- Sales tax rate
- Account for tax
- Account for shipping
- Account for discount
- MAS deposit account
Deleting a recurring template
- Go to Settings ⚙.
- Under Lists, select Recurring Transactions.
- Locate the Template Name and select ▼.
- Select Delete from the Action column.
- Select Yes to confirm you want to delete the template.
