QuickBooks Online (QBO) doesn't allow you to pin recurring templates directly, but you can select a favorite template to display it on your Dashboard.
The Dashboard primarily displays widgets that provide an overview of your financials, including Accounting, Sales, and Expenses. Although you can't directly pin recurring Sales Receipt templates, you can easily access and manage them via Choose your favorite shortcuts.
Here's how to do it:
- From the Dashboard, click Customize now beside Choose your favorite shortcuts.
- You can select up to ten of your favorites for easy access on your dashboard.
- Click Save.
I'm adding this article to personalize your sales transactions and add details that matter to you: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have any further questions, please feel free to leave them in the comments, and we'll assist you promptly.
