MISSING FUNCTIONALITY IN "UPGRAGE": WHAT HAPPENED TO THE ABILITY TO CREATE AN AUTO-POPULATED, RECURRING INVOICE TEMPLATE IN THE NEW INVOICING SYSTEM?

I understand the importance of this feature, Jodie. Allow me to share some insights about this matter.

The Make Recurring option is no longer available in the new invoice layout. To have the functionality back, I recommend checking if you can switch to the old interface. Here's how:

1. Go to the + New menu and then select Invoice.
2. On the page, click Old layout.
3. Choose Switch to old layout.
4. Share your thoughts to proceed.
   
   

If you can't go back, we can create a template on the Recurring transactions page instead. I'll show you how:

1. Go to Settings and then select Recurring transactions.
2. Click New.
3. Choose Invoice, and then OK.
   
   
4. Enter a Template name.
5. Select a Type: Scheduled, Reminder, or Unscheduled.

For more details about the process, please see this article: Create recurring transactions in QuickBooks Online.

I understand how this functionality would be beneficial to your business. I encourage submitting feedback to our Product Develop Team to let them know the importance of this feature. Our goal is to improve your experience with QuickBooks while working on your data.

You can follow these steps to send a request:

1. From the + New menu, select Invoice.
2. Choose Feedback.
3. Type Add the Make recurring option.
4. Once done, click Submit feedback.
   
   

You can get back on this thread to stay informed if there are any updates regarding the availability of the option. If you have any other questions about the program's features, please don't hesitate to keep us posted.

Only two things in this reply have any value. "

I understand the importance of this feature," and "The Make Recurring option is no longer available in the new invoice layout."

So, is that the final word from Quickbooks? They know that this is an important feature, however, they don't care, they've removed it from their upgrade, and following the forced conversion on May 6, 2024, I can just fly a kite?

I know how to create a recurring invoice template from scratch. The only thing that was relevant to my needs was whether QBO knows they've removed this particular functionality from their users, and whether or not they will put it back.