stobonet
Level 2

Transactions

No & No! This appears to indicate hopeless confusion at QBO.

Specifically, the tick box does not appear and we do have many active recurring invoices which include the relevant products or services. I am using Chrome  (on Windows), which is QBO's recommended browser, but the same problem is apparent for a colleague who uses Firefox on a Mac.

I spoke to QBO Support and was given the answer that updating product/service prices would & could not update recurring invoice templates. The only way forward was to: edit each invoice, add a new item with the new price, and then delete the old item. Extraordinarily tedious for 100s of recurring invoice templates. This advice was based on screen-sharing inspection of the recurring invoice templates.

The inconsistency in advice given leads me to suspect that there is something about the format of the templates or their age or something similar which gets in the way of the links that would be required for automatic updating.

I understand that support staff are trying to do their best to provide help, but there are clearly configuration or other issues which mean that well-intended advice doesn't work. My strong suspicion - as a software person as well as a longstanding user of QBO - is that QBO doesn't really understand how its own system works a lot of the time. It may know how it wants it to work but that is an entirely different story. The reference to browsers, which has been a longstanding issue, illustrates the complexity of the interactions.