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invoice recurring

Can anyone tell me is it possible to edit recurring invoices in batches? I have over 100 invoices set up to reoccur monthly and I want to edit all of them to include the paypal payments option and to make them generate 7 days in advance. Can I edit them all at the same time and if so how? Really appreciate your help!

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Best answer 04-22-2019

Accepted Solutions
QuickBooks Team

Re: invoice recurring

Hi Clare Foulkes,

 

Editing recurring invoices in batch is unavailable. You'll have to edit them manually.

 

I'll forward this idea to our engineers to have this option added in the future.

 

You might want to check out this helpful article for your reference: How to edit a recurring template.

 

Feel free to post anytime in the Community. We're always here for you.

View solution in original post

3 Comments
QuickBooks Team

Re: invoice recurring

Hi Clare Foulkes,

 

Editing recurring invoices in batch is unavailable. You'll have to edit them manually.

 

I'll forward this idea to our engineers to have this option added in the future.

 

You might want to check out this helpful article for your reference: How to edit a recurring template.

 

Feel free to post anytime in the Community. We're always here for you.

View solution in original post

Level 1

Re: invoice recurring

YES a bulk/batch edit feature would be fantastic. I have the same issue as Claire. I need to modify over 100 recurring invoices and it's inconvenient and time consuming having to do them one at a time

QuickBooks Team

Re: invoice recurring

Hi @chesneymr,

 

Thank you for providing an overview of the issue you have. We always appreciate our customers providing feature requests since it allows us to improve on the product.

 

Although we can't guarantee if and when a feature request will be implemented, you can visit The QuickBooks Blog to check what's new in QuickBooks. This way you can see what new features are added and understand how they can assist you and your business.

 

In case you have a recurring transaction that doesn't send automatically, you can view the article provided. It lists a few steps you can try whenever you encounter a situation that a recurring template doesn't automatically send out an email.

 

Drop me a comment below if you have any other questions. I'll get back to you as soon as I can.

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