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N2MOffice
Level 1
posted
‎May 09, 2024 04:17 AM
last updated ‎May 08, 2024 11:17 AM

I want to edit a recurring invoice, but I DO NOT want the date to change

Preface: this was EXTREMELY easy in QBDT

 

Goal: I want to edit a recurring invoice, but it's not ready to send so I don't want the program to update the date.

 

Question: How do I update a recurring invoice without QBO updating the next date?

 

I'm not clicking Use, which should update the template to the next date, I'm simply using edit and saving, but for some reason this program seems to think I'm updating to send, which is not what I want. I've not got a recurring invoice set for June when May isn't finished yet. 

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1 Comment 1
Kevin_C
QuickBooks Team
QuickBooks Team
‎May 09, 2024 06:04 AM

I want to edit a recurring invoice, but I DO NOT want the date to change

Thanks for reaching out to us, N2MOffice. Let me provide some troubleshooting steps to fix the issue with editing your recurring transactions in QuickBooks Online (QBO).

 

Beforehand, may I know what specific section you're trying to update from your recurring template?

 

Usually, the template will only update the next target date to generate transactions if you're modifying the Start date or the Interval of it.

 

If you're not editing any of it and the issue persists, I suggest logging into your account using a private browser/ incognito mode. Private browsing prevents cookies from being stored on your computer, making it a great place to identify browser issues. Use these keyboard shortcuts:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once you're in incognito mode, go to the recurring transactions page and edit your template. If everything works fine using a private window, go back to your regular browser and clear its cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. Otherwise, using other supported browsers can be a good alternative too.

 

Additionally, you can visit these articles that outline how to customise the look of your invoices to match the branding of your company and record invoice payments to keep correct financial records:

 

 

Please reach out again if you have any other questions about recurring transactions in QBO. Just add your reply below, and I'll certainly get back to assist you further.

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