Angelyn_T
Moderator

Manage Customers and income

Hello, @AM2422.

 

The recurring transaction allows us to create a schedule recurring entry without recording one every time we need to. If you wish to update the description for your invoices, you can change it manually after an invoice is created for a specific month. To do this, follow these steps:

 

  1. Open your QuickBooks Online account, then go to the Gear icon at the upper right corner of the page.
  2. Select Recurring transactions under Lists.
  3. Look for the recurring template, then tap on Edit under the Action column.
  4. Update the description, then save the template.

 

I also found these handy articles about managing recurring transactions in QuickBooks Online, you can consider reading the topics in here if you need additional references:

Besides, you can open this link and go to the Income and expenses section in case you need tips while working with QuickBooks or (invoices, sales receipts, receive payment, customers, vendors, clients) in the future.

 

Please know that I'm a few clicks away to help if you have any other questions. Just mention me in the comment section below. Keep safe!