Updating recurring transaction

As of now, the option to upload customer transactions to a recurring invoice template is not available in QuickBooks Online (QBO). You’ll want to edit or create a new recurring template. Let me show you how:

1. Go to the Gear icon.
2. Select Recurring transactions.
3. Click New to create a new template or select Edit under the ACTION Column to edit the template.
4. Add additional details to the recurring invoice.
5. Then click the Save template bottom when done.

You can also refer to this article for more details about recurring template: Create recurring transactions in QuickBooks Online.

Additionally, you can utilize these articles for future reference in case you need to import invoices and form style in your account:

• Import multiple invoices at once
• Import custom form styles for invoices or estimates

In case you have other questions about managing your recurring invoices, you can always leave a reply to this thread. I’ll be around ready to help. Have a great day ahead!