Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
CharleneMaeF
QuickBooks Team

Reply to message

I understand the importance of this feature, Jodie. Allow me to share some insights about this matter.

 

The Make Recurring option is no longer available in the new invoice layout. To have the functionality back, I recommend checking if you can switch to the old interface. Here's how:

 

  1. Go to the + New menu and then select Invoice.
  2. On the page, click Old layout.
  3. Choose Switch to old layout.
  4. Share your thoughts to proceed.
    2.PNG

 

If you can't go back, we can create a template on the Recurring transactions page instead. I'll show you how:

 

  1. Go to Settings and then select Recurring transactions.
  2. Click New.
  3. Choose Invoice, and then OK.
    3.PNG
  4. Enter a Template name.
  5. Select a Type: ScheduledReminder, or Unscheduled.

 

For more details about the process, please see this article: Create recurring transactions in QuickBooks Online.

 

I understand how this functionality would be beneficial to your business. I encourage submitting feedback to our Product Develop Team to let them know the importance of this feature. Our goal is to improve your experience with QuickBooks while working on your data.

 

You can follow these steps to send a request:

 

  1. From the + New menu, select Invoice.
  2. Choose Feedback.
  3. Type Add the Make recurring option.
  4. Once done, click Submit feedback.
    1.PNG

 

You can get back on this thread to stay informed if there are any updates regarding the availability of the option. If you have any other questions about the program's features, please don't hesitate to keep us posted.

Need to get in touch?

Contact us