Here's everything you need to know about editing recurring transactions and recurring templates. Also, don't forget to visit How do I create a recurring template and what types of templates can I create?, which is our main article about recurring templates and transactions.
To edit your recurring template and the way your recurring transactions are entered, you'll need to go to the Recurring Transaction List.
Changes to recurring templates are not retroactive. If you've got erroneous transactions that have been entered, you'll need to edit those just like any normal entry.
The Recurring Templates are updated to the new value(s). The fields that trigger the dialog box are as follows:
Customer Record Fields:
The dialog you will receive is: The matching Recurring Templates will be updated with your changes. Click OK or Cancel.
Note: All fields must be entered for Scheduled templates. For example, if an item has a rate of $0, enter 0 - if left blank, the line will not save. For a Reminder or Unscheduled template, it is not necessary to fill in every field. Enter just the data to be repeated in each occurrence.
Editing Company Settings and impact on Recurring Templates:
When you edit certain fields in Company Settings (via the Company Settings page or mini-interviews), QBO updates the Recurring Templates.
Here are the fields as follows:
There are no Recurring Template confirmation dialogs when changing preferences.
Sales Tax notes:
Changing the Service Date on a saved recurring transaction:
The Service Date on a transaction created from a recurring template will not be automatically populated. It is necessary to find the transaction and manually enter the correct date Service Date. Transactions must be looked up individually.
To find a recently created transaction based on a template:
To locate the recurring template and edit the schedule: