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finance35
Level 1

I have a recurring payment to a vendor. When the vendor changed addresses, I changed it in the vendor profile but it didn't change in the recurring payment profile.

 
3 Comments 3
MadelynC
Moderator

I have a recurring payment to a vendor. When the vendor changed addresses, I changed it in the vendor profile but it didn't change in the recurring payment profile.

You’ll want to update the recurring transaction as well, @finance35.


Changing the details under the vendor’s profile won’t reflect on the recurring payment. You need to edit the address manually on the recurring transaction in order to update the address.


You can follow these steps below to edit a recurring template in QuickBooks Online:

 

  1. Go to the Gear icon.           
  2. Choose Recurring transactions under Lists.
  3. Locate the recurring payment and click on Edit.
  4. Modify the Addresses.
  5. Press on Save template.


I’ve attached screenshots for your visual reference:

Capture.PNG
I have here an article in case you’d like to create a recurring transaction for all or several customers. This way, you don't need to create an invoice every time. You can also set up automatic or recurring statements for customers so you easily create memorized Accounts Receivable (A/R) reports with scheduled email reminders for customer statements.


Let me know if you have other concerns with QuickBooks. I'll be here to assist you further if need be! Have a good one.

jmizener
Level 1

I have a recurring payment to a vendor. When the vendor changed addresses, I changed it in the vendor profile but it didn't change in the recurring payment profile.

Is this still an issue with QB

I cannot believe QB does not update in both places. 

Help - This is going to be a pain to do in both places. 

 

Thanks 

AlcaeusF
Moderator

I have a recurring payment to a vendor. When the vendor changed addresses, I changed it in the vendor profile but it didn't change in the recurring payment profile.

Hello @jmizener,

 

I appreciate you for dropping by here in the Community space. I'm here to provide an update about updating vendor addresses in QuickBooks Online.

 

The source of the recurring transactions is the templates you create in your account. The system automates the creation process on your behalf based on the information you enter.

 

As of now, there are no changes to the recurring feature. You'll need to update the vendor information manually on both sections.

 

I agree it would be inconvenient and unnecessary to change it in multiple places. Let's share your feedback about the recurring transactions directly with our engineers.

 

We also make changes and adjustments based on user feedback. Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Hit Next to submit.

 

Additionally, you can make any transaction a base template for a recurring transaction. Check out this article to learn more about the steps in the old and new experience in QuickBooks: Create recurring transactions in QuickBooks Online.

 

Don't hesitate to reach out anytime you have additional concerns about updating vendor details in the Online version. The Community and I will be happy to help you some more.

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