It appears that when updating the sales records for a customer with new address or email it does not automatically updated any recurring transactions for that customer.

Hello Anne44, 

Welcome to the Community, 

If you click on the cogwheel>click on recurring transaction>clcik the drop-down arrow next to edit on the transaction in question> click on use and this will then show you the changed information. 

Hi

We are having exactly this problem in QB online in the UK and this solution does NOT work.  Looked at the US site and the suggested solution is to manually change the recurring template when the customer's address is changed.  

Any other solutions out there please?? Any reason why QB online fails to pick up the new address on recurring transactions?  

I'll help you fix this, Peter3605.

Once you change the email address of your customer, QuickBooks should also automatically update the email on the recurring transactions. It could be that the stored cache and cookies in the browser are the root cause of this strange behavior. To rule this out, you can try accessing your QBO company using a private or incognito window. Here are the shortcut keys:

• Ctrl + Shift + N for Google Chrome
• Ctrl + Shift + P for Firefox & Microsoft Edge
• Command + Shift + N for Safari

If it's now working well, go back to their regular browser and then, clear its cache to delete the accumulated junk files and start over fresh. You may also switch to other supported web browsers to further isolate the issue. 

In addition, I recommend reading this article to learn how to duplicate, edit, and delete a recurring template in QuickBooks Online: Create recurring transactions.

Don't hesitate to drop a reply below if you have any other concerns or further questions. I'll always have your back.

Hi

Thank you for the prompt response.  There are various posts from others in the same or similar positions suggesting this solution however it didn't work for them and it hasn't worked for us.  All these posts ended up with a referral to the QBO tech team.  I fear the same is needed here.  I had hoped that there might be a solution to this issue by now.

According to the link below when the Billing Address is changed in the Customer Record there should be an option to "Update for all" which should update the recurring template.  I do not get this option when I change the Billing Address.  

https://quickbooks.intuit.com/learn-support/en-uk/memorise-transactions/edit-a-recurring-template/00...

I am familiar with setting up, editing and deleting templates but thank you for the link.

Any thoughts please?

Thanks for keeping us updated, Peter3605.

If the customer information in your recurring template is still not automatically updated after performing the steps above, I'd recommend reaching out to our technical supports. This way, we'll be able to look into your account and investigate this issue. Here's how:

1. Go to the Help icon.
2. Select Talk to a human.
3. Enter "Talk to a human" again in the search bar.
4. Select I still need a human, then click Contact us.
5. Choose a way to connect with us.

For more tips and resources in managing your customer transactions, you can browse a topic from our Help Article page.

Don't hesitate to leave a comment below if you have any other concerns or additional questions. The Community is always here for you.

Thanks!  I'll do that!

Just spent 2.5 hours "talking" to the online chat but they were unable to help.

Issue now escalated to Tier 2 within Quickbooks and told to expect a reply by email in 7 to 10 working days.

Thanks Peter3605, if the agent is unable to resolve the issue through standard troubleshooting then this would be escalated to our Tier 2 team who work offline to resolve this. We'll be back to you with an update or resolution within this period. :)