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Manage Customers and income
It's nice to have you here, @Reeder,
QuickBooks doesn't allow past start dates for recurring transactions. You need to select the most current create or future date on the template to successfully create it.
If you need to add prior invoices on your books, create them manually. Here's how:
- Go to the QuickBooks Gear icon, and select Invoice from the list.
- Input all the sales detail then select Save and close.
Once you entered all prior sales, you can now create the recurring transactions for upcoming invoices. Perform the steps below:
- From the Gear icon, pick Recurring Transactions.
- Tap the New button and select Invoice for the Transaction Type.
- Hit OK and enter all the recurring details.
- Press Save template when done.
To learn more about creating scheduled transactions, see this article: Schedule recurring transactions created with a template.
If you have other concerns or need further help with recurring transactions in QuickBooks, let me know by adding a comment below. I'll be right here to help whenever you need one. Have a wonderful day!