Recurring Invoices for Corporate (Main) Account with Sub clients rolled up on the invoice

I’m here to help you set up this recurring transaction, Dave.

In QuickBooks Online, you can create a new template for each location. This way, each charge will reflect on the invoice, and their payments can be tracked individually.

Here’s how:

1. Go to the Gear icon.
2. Under Lists, select Recurring Transactions.
3. Click New.
4. Choose Invoice in the Transaction Type, and then select OK.
5. Enter a template name, then choose a type.
6. Complete the remaining fields and make sure to select the location in the Location dropdown.
   
7. Press Save template.

You can use this information to learn more about creating templates for recurring transactions in QBO.

And if you want to review them in one place, you can always run a Recurring Template List report to review the amounts for each and which accounts they're linked to.

I’d be happy to help with any other questions or concerns with managing transactions in QuickBooks. Just drop a comment below. I’ll be here!

There is nothing in the location field.  I created clients for each of our clients locations that were sub clients billed to parents.  Shouldn't they show under locations so I can add them?  It seems like I need to manually create locations for sub clients I already created.

Ex: 

Company XYZ 

Sub client Company XYZ of NYC 

Sub client Company XYZ of Chicago 

Sub client Company XYZ of LA 

The customer wants to see all the products charged to each sub client rolled up into one invoice to Company XYZ.  We invoice consistently to the same locations for the same product array, so I would like that to be a recurring invoice.  This doesn't seem that that crazy of a request.  Not sure why I can't find a clear solution to this.  Does it exist in QBO Advanced?

Thank you for reaching out to us, @Dave in ATL.

Let me share insights about setting up recurring invoices for a sub-customer.

Please be reminded, the list of customers is different from the list of locations. Let me guide you on how to create a recurring invoice:

1. Go to the Gear icon.
2. Select Recurring transactions under Lists.
3. Select New.
4. Choose the type of transaction to create, then hit OK.
5. Enter a Template name.
6. Choose a Type.
7. Complete the remaining fields and hit Save.

Please feel free to read these handy articles for your reference:

• Create recurring transactions in QuickBooks Online
• Add and manage customers in QuickBooks Online

Just reply to the thread if you have further questions. Have a good one!