Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Update Address in Recurring Transaction

Is there a setting to update Customer Billing Address for Recurring Transactions in QBO?

 

I have 1,100+ Customers with recurring transactions scheduled and when Invoices generate from recurring transactions it is listing old customer billing address on invoice.

 

How can I set QBO to pull/update addresses for recurring invoice transactions?

 

Thank you.  

1 Comment
Level 2

Update Address in Recurring Transaction

Hi rmagenheim,

 

Recurring transactions will be based off the information in the template you have saved.  Updating a customer's information will pull up the new information when you manually create a new transaction, however it will not update the address on the template.

 

If you click on the gear icon and choose Recurring Transactions from the dropdown you can edit the information in the template so future transactions will automatically be created with the address from the template.  

 

Also under the gear icon is the choice for Feedback, and it seems like a good idea to have some acknowledgment that a customer whose information you updated has recurring transactions, and a way to update those templates more easily.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us