Hello there, @LKHforWZ.
Currently, we are unable to import a recurring invoice template or other recurring transaction templates in QuickBooks Online (QBO). Also, before importing your customers and other lists in QuickBooks, please read this article: Move your lists to QuickBooks Online.
After that, you can proceed with importing your customers. See the steps below:
- Go to the Gear icon and select Import Data.
- Select Customers and Browse to upload the file from your computer. Choose the file, and select Open.
- Or, to upload from Google Sheets, select Connect to sign into your Google account. Choose the file, and then Select.
- Click Next.
- In the Your Field column, select each small arrow icon. Then, match your field to the corresponding QuickBooks Online field.
- Select No Match if you have a field that doesn't have a matching column in your spreadsheet.
- Confirm your contacts. Uncheck any that you don't want to save.
- Then, if everything looks good, select Import.
Please refer to this article for details: Import customers or vendors from email contacts to QuickBooks Online.
I'm also leaving these articles for future reference in managing recurring invoices, autopay for recurring invoices, and customers in QBO:
Keep me posted if you have other QuickBooks concerns. I'm always here to help you.
