Hi, DCA2023.
Thanks for joining this conversation. I'm here to help fix your recurring invoice setup in QuickBooks Online (QBO).
You can edit and change the Type of your recurring invoice template to Scheduled.
This automates the creation and sending of transactions based on your chosen schedule. If you opt to send them via email, they will be automatically sent. You also have the option to receive notifications when the transactions take place. In any case, the transactions are recorded effortlessly, requiring no additional effort from you.
Here's how to do it:
- In QBO, go to the Gear (settings) icon at the top right, then Recurring transactions.
- From the Action column, select Edit for the transaction you want to edit.
- Change the Type to Scheduled.
- If you're editing a Scheduled type template, you can adjust how far in advance QuickBooks creates the template or sends you a reminder. You can also set the frequency in the Interval section.
- When you're done, hit Save template.
To learn more about managing recurring transactions in QBO, check out these articles for future reference:
Please let me know if you have more questions about this or anything else. I'm always here to assist. Take care.
