Hi there, @HeatherG2.

Thanks for following along with the thread and sharing your concerns. I hope you're having a great day so far. 

To clarify, are you referring to applying the account summary to recurring invoices, as my colleagues have mentioned above? If so, you can follow the steps that my colleague, SarahannC, has said in a couple of replies above this one. 

If not, would you mind sharing what you're trying to see in QuickBooks Online? This way, I can be sure to provide the best steps in providing your solution. 

I'll be sure to keep an eye out for your reply. Let me know if there is anything else I can assist you with. Have a good one!