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headlandcc
Level 1

How can I add/edit/delete recurring templates kn a mobile device?

 
3 Comments 3
jamespaul
Moderator

How can I add/edit/delete recurring templates kn a mobile device?

Hello, headlandcc.

 

The mobile app only lets you create or edit regular transactions such as invoices or sales receipts. At this time, we're unable to add, edit or delete recurring templates within the app. I'll gladly share a workaround to help you manage your recurring templates within the mobile app. 

 

You can access your phone's browser and manage your recurring transactions from there. Alternatively, use a computer to make the navigation easier in doing this. Go to the gear icon, then select Recurring Transactions

 

From there, you can create, edit or delete your recurring templates. This article can tell you more about the processes: Create recurring transactions in QuickBooks Online

 

You can check this article to know more about what you can do in the mobile app: Compare mobile app features.

 

If you need help with something else in QuickBooks Online (through the browser or in the mobile app), you're more than welcome to visit other articles from the general help page. I'm sure you'll find them helpful in managing your transactions, running reports and the like. 

 

Do you have more questions about the mobile app or recording your transactions? Let me know and I'll lay down important details and some guides. 

headlandcc
Level 1

How can I add/edit/delete recurring templates kn a mobile device?

This is a major flaw in QB app for businesses who setup regular billing of clients. In fact, as an application developer, I'm surprised that one of the strengths of QB is so easily dismissed by whoever designed the app.

 

 

headlandcc
Level 1

How can I add/edit/delete recurring templates kn a mobile device?

Stunned!

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