Quickbook Online Templates

Hey there, @bodhizmum!

I hear you and see how important it is to do our daily tasks as efficiently as possible with the help of recurring templates.

One reason why you're seeing a prompt every time you try to use the templates is the browser's cache build-up. I have some tips I'd like to share to fix the issue. 

In this case, you can perform basic troubleshooting. You can start by clearing your browser's cache and cookies, as sometimes these block web pages from loading. Also, adding Intuit as a trusted site prevents your browser from blocking site content. Lastly, you can use other supported browsers. Just make sure you update them to the most recent versions.

If the issue persists, I recommend contacting our phone or chat support to investigate further.

Feel free to use this article as your guide to get a list of all your recurring transactions: Review your recurring transactions in QuickBooks Online.

Let me know if you have any more inquiries about templates and transactions. Don't hesitate to reach out. We are just one post away.

I use Safari browser--always the most updated version. I cleared the cache, history and cookies, shut down the browser, restarted and tried to enter a new sales receipt and save it. I still got the same popup to make changes to template or one time only. The other disconcerting thing is that the popup is a different layout and color scheme for at least three different template types: sales receipt, transfer and deposit all have a different layout and color scheme for essentially the same popup. This could be so much easier if they simply included a check box that said, "Don't ask me this again." Again, the whole idea of creating a template if for multiple uses. The way to make a change to a template is to edit the template or recurring transaction, not ask the person everyday if they want to change it. 

I attempted to add intuit as a 'trusted site' as you mentioned but in the latest version of Safari that is not an option...at least not in the way the directions you linked to. 

I understand your challenges when trying to make changes on your template, @bodhizmum. 

The One time only or the Update for all prompt message will only appear if you have changed the following fields when using the recurring templates:

• Payment method
• Terms
• Taxable status
• Transaction dates
• Transaction number
• Transaction amount
• Location & Class

You can refer to the Editing items or customers section of this article: Edit a recurring template in QuickBooks Online.

I appreciate your idea regarding the Don't ask me this again tick box. Let's send this as feedback to our Product Developers for future updates.

Please let me know if you have other inquiries about templates and transactions. Don't hesitate to reach out. Have a great one!

Each day I do a Sales Receipt with 4 products and services each day. Obviously the amount changes each day. Same with a transfer I do each day--accounts remain the same but amount changes...so basically you are saying that because the amount changes each day I will always have to answer the question to not update template because the amount changes daily...again, that defeats the purpose of a template for recurring transactions. I know  it works fine for amounts that stay the same that I have auto-added but to truly make templates valuable they need to be able to be used without the daily prompts.

Hi there, @bodhizmum.

I agree that the goal of recurring transaction templates is to save time for repetitive data entry. The inconvenience of continuously receiving prompts when creating sales receipts with four products and services disturbs your momentum during work. I'm here to help you submit feedback to our Developers regarding this matter.

We aim to provide quality service to our users. Your comfort with our product is important to us. With this, I recommend sharing the idea of removing prompt messages to our Product Developers. They can review and consider them for future updates depending on the number of users' requests.

Here's how:

1. Go to the Gear icon.
2. Under the Profile column, select Feedback.
3. Share your suggestion, then click Next.

Visit this website to track your suggestions. Our blog will also update you with recent events and developments.

For more tips on creating single and importing multiple sales receipts, refer to this article: Create sales receipts in QuickBooks Online.

Furthermore, you can edit a recurring template to update the items, fields, and company settings.

Please know that we listen to your sentiments. Rest assured that we're doing our best to help you make the most out of QuickBooks. Goodbye for now.