Welcome to the Community, @jenn8five. I’ll share insights about including smart data in the description section.
Currently, automatically changing the months on your recurring transaction is unavailable. I understand that having this feature would greatly impact your company as it helps you lessen the time taken to change them accordingly.
In the meantime, I suggest you manually edit your recurring template by following the steps below:
- Go to the Gear icon, and select Recurring Transactions.
- Select Edit for the transaction you want to edit from the Action column.
- Edit the Description, and the other details as needed
- Once done, select Save template.
While considering this option to be included in the application’s future enhancements, I recommend sending this suggestion to our product development team:
- Go to the Gear icon.
- Select Feedback.
- Enter a brief description of your product suggestion.
- Click Next to submit feedback.
Moreover, I added an article that you can refer to in recording invoice payments once you receive the actual payment for this one. I have an article here where you can refer to keep your records accurate: Record invoice payments in QuickBooks Online.
Additionally, I have included a reference to a resource that provides comprehensive instructions for personalizing reports.
Let me know if you have any concerns about recurring transactions or managing your sales entries in QuickBooks. I'm here to help!
