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ISEE1
Level 1

How to update all articles in all unscheduled templates.

How can I update "recurring transactions" (in this case estimate templates) after importing and overriding the new item data? The templates contain 30 articles and more. I can't update them all manually. Someone in the blog posted that it would work on songle items. You can choose "One time only" or "Update for all". But I want to update all articles in all unscheduled templates.

3 REPLIES 3
JamesAndrewM
Moderator

How to update all articles in all unscheduled templates.

I'm here to share information about updating your recurring transaction templates in QuickBooks Online.

 

Even though you've imported and overridden the new item data, you can only update them manually. Here is how: 

 

  1. Go to Settings ⚙ and then choose Recurring transactions.
  2. From the Action column, click Edit for the transaction you want to edit.
  3. Edit the template name, type, and the customer or payee name as needed.
  4. If you're editing a Scheduled or Reminder type template, you can adjust how far in advance QuickBooks creates the template or sends you a reminder. You can also set the frequency in the Interval section.
  5. Add or remove any product or service details in the Item Details section.
  6. Click Save template.

 

For detailed information, refer to this article: Edit a recurring template in QuickBooks Online.

 

You can also utilise this article for future reference: Customise reports in QuickBooks Online.

 

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

ISEE1
Level 1

How to update all articles in all unscheduled templates.

Many thanks for your answer. Unfortunately, that doesn't solve my problem, it just confirms my fears.
If anyone in development is reading this: Please create a recurring transaction refresh button to refresh all items at once

ChristieAnn
QuickBooks Team

How to update all articles in all unscheduled templates.

Welcome back to the thread, ISEE1. This isn't the kind of feeling that I'd wish you to have about managing recurring transactions in QuickBooks.

 

Creating a recurring transaction refresh button to restore all items at once or to update all recurring details by bulk isn't currently possible. With this, I'll ensure you can send feedback so your idea is forwarded to the Product Development Team.

 

I encourage you to send feedback about having the option to change all articles in all unscheduled templates. Any recommendations are sent to our engineer for consideration in future updates. To do so, choose the Gear icon at the top and Feedback. You can then, enter your comments or product suggestions and select Next to submit feedback.

 

Additionally, please know that all suggestions are being considered by our product engineers based on the volume of requests and their influence on the user interface before they are implemented. 

 

You can also visit our Apps center, so you're able to see hundreds of apps that you can integrate into QuickBooks. This way, it'll help you create a recurring transaction refresh button to refresh all items at once.

 

Lastly, refer to this article if you need steps on how to get a list of all your recurring entries and the accounts they're linked to: Review your recurring transactions in QuickBooks Online.

 

Please comment below if you have additional questions about managing recurring transactions or any QuickBooks concerns. I'm always around to help, ISEE1. 

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