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I understand the importance of creating recurring estimates/invoices in the new experience, Marty. I recognize all the challenges you've faced.
Currently, the option to create recurring estimates in the new experience is unavailable. If you're on QBO Plus or Advanced, you'll want to consider switching to the old layout to make use of it.
I see this is essential to your business, so I'd recommend sending feedback to our product development team. Your idea will be thoroughly reviewed and might be considered for future updates.
To submit your suggestion:
- Select the Gear icon, then choose Feedback.
- Type in your product suggestions.
- Select Next to submit.
We greatly appreciate your input and value your contribution towards enhancing our product.
On the other hand, you can create a recurring invoice transaction in the new experience. Here's how:
- Go to Sales, select an invoice to view and open.
- On the left navigation panel, click Automation.
- Click Recurring invoice.
- Complete all the necessary fields and tick Save template.
See the attached screenshot for reference.
For more information on the latest update and experience, check out this article: What’s new with estimates and invoices in QuickBooks Online.
Please tap the reply button for further assistance and clarifications regarding your estimates and invoices. I've got your back always, Marty.
