Recurring templates can help you save time. Here we show you how to edit a recurring template, explain the effects a change has on items, customers, and company settings, and show you how to change the service date on a saved recurring transaction.
(If you're looking to create a recurring template, see our article How to Create a Recurring Template.)
|Note Recurring templates are only available in QuickBooks Online Advanced, Essentials and Plus.|
Here’s how to edit a recurring template:
Select the Gear icon on the Toolbar.
Under Lists, select Recurring Transactions.
In the Name field, select the customer's name.
Select Save template.
|Note: Changes to recurring templates are not retroactive. If there are incorrect transactions entered, edit them just like any normal entry.|
When editing and saving an item or customer, you'll see the message "The matching Recurring Templates will be updated with your changes," if the changes you're making will affect a recurring template. You can either:
The fields that trigger Recurring Templates to be updated with new values include:
|Customer record fields||Credit card info||Name on card item fields|
When you edit certain fields in Company Settings, QuickBooks Online updates any recurring templates accordingly. Unlike items or customers, you won't see a recurring template message when making changes to your company settings.
These fields include:
Sales tax exceptions:
The Service Date on a transaction created from a recurring template does not automatically populate. Find each transaction individually and manually enter the correct Service Date. To find a recently created transaction based on a template:
From the left menu, select Reports.
Select Run report.
Now you have a better understanding of how to edit a recurring template.