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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
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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.

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