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@Kaari  wrote:

We are at a point where we are looking to move because of this feature. 

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@Kaari  

Move to where? Is there any accounting app with the built-in subscription management feature?

I can see this discussion is still not resolved after 3 years.  Is there any update from Quick book on this?

To Quick Book support: At the minimum you can make the current month that invoice generated available as a variable on description.

Allow me to share a few information about this and guide you on how to check for any updates, Hossein.

I know how this feature may be useful for the business. You'll want to check for any updates on the Customer Feedback page. If the request has already been submitted, you can vote for it. Please know the more votes it gets the bigger chances of this being implemented,

However, if the feature hasn't been submitted yet, you can request it yourself. In the meantime, I'll also take note of this and will submit it to our engineers. In addition, you can record invoice payments in two ways. For more information, check out this article for your guide: Record Invoice Payments In QuickBooks Online. 

Feel free to let me know if there's anything else you need with the recurring invoices. We're always here to make sure you get the help you need. 

I am moving to Zoho One with Finance and Subscriptions, has it all straight out of the box.

Do you mean this one?

https://go.zoho.com/UQO

Contact us if you need assistance to convert data.

Has you can see with maria answer, it is basically impossible to get real answer from QB development team, you have to pray some programmer god to hope that a basic feature like that will be developed. 

We use ZoHo for Desk Ticketing, Project Management, Password App, and other apps. We just switched from QB Enterprise to QBO for bookkeeping based on our outside bookkeeper's rec. One of the selling points: automated annual invoicing of customers. But of course, because the Year can't be a variable, it's not automated at all. Each invoice and reminder has to be revised annually. What Intuit calls a "workaround", the world knows as "manual".

So now we are looking at ZoHo Books because of course like most other bookkeeping apps it does allowing date variables for true automation. And it's cheaper. Bookkeeper will have to learn it.

ZoHo has its own issues (support) but ut does not lack in basic commonsense features.

Here's my workaround...

Go to custom form styles.

Change the label title to "Work for the month of November"

Only thing you have to do is go in and change it each month, but that is much easier than modifying tens or hundreds of individual invoices.

Having gone back and read all these requests for data variables and the lack of implementation, I am left with the unfortunate conclusion that QuickBooks does not care about its customers. This is a horrible indication that you need competition to improve rather that make simple incremental improvements supported by your considerable revenue stream.

I've just posted feedback again regarding this.

Seriously, it would take your developers around 10 minutes to substitue %month%, %year%, etc with the relevant information from the invoice date - significantly less than the amount of time I have to waste manually changing my (not so) automated invoices!

Lol - how ironic. I received this email today.

This will be why the developers haven't implemented it - they tried in emails but couldn't get it to work!!!!

Hi !

I really need this fix.

Have you finally done it ?

Thx !

Hello there, @JCOM-Raph.

I can see the urgency of wanting to have the feature to add variables on invoices in QuickBooks Online (QBO). However, based on the latest update, it isn't available still.  You'll want to visit the Customer Feedback page to check on updates regarding this feature moving forward. You can also go ahead and vote for this feature or submit your own request to be added to the list and get the latest updates through mail once available.

Here's how:

1. Go to the Gear icon, and tap Feedback under Profile.
2. Enter your comments and product suggestions then select Next.
3. You'll be provided a list of suggested Help articles related to your comment. You can read through or Skip and send message.
4. From the drop-down, choose a category then select Send message.

Additionally, changing a recurring transaction can be tricky, but allow me to add this article that you may use in the future: Edit a recurring template in QuickBooks Online. 

If there's anything you need in managing your invoices, feel free to reply back on this thread. I'm always around to help. Have a great day!

So can anyone confirm it's 2023 in a few days and QB doesn't have a basic feature you MUST have to run a business - Variables??  If they do not, then a great day to learn this - I will move on over to Xero as I am finishing up 2023 changes! 

Quickbooks online is really retard in terms of variables. 

Inserting variables should be VERY easy in recurring transaction. 

%%Year-current%%

%%Year-next%%

%%Year-previous%%

%%Month-current%%

%%Month-next%%

%%Month-previous%%

%%Customer-Hourly-Rate%% ... another thing missing - Can't believe it.

In fact, simpler would be to allow us to create those variables ourselves.

I found a way of achieving it by modifying the template label each month, but how bizarre is it that it's the only way I can achieve something that should be basic functionality.  

see attached screen shot

I have to say that if I couldn't achieve it, and had to go into each invoice each month to modify the date, I would be looking elsewhere for a product that has this functionality. 

Hi there, merryfield. 

I can see how beneficial to add variable on invoices in QuickBooks Online (QBO). As my colleague mentioned, the feature you're trying to access is unavailable.

To help you get through this, I'd recommend sending feedback to our Product Development Team. This way, once they see your recommendation, they'll consider adding it to the next program update.

You can follow the steps provided by my colleague above on how to submit feedback. 

In addition, utilize this article that can serve as your guide on how to customize invoices, estimates, and sales receipts in QuickBooks Online

Keep your post coming if you need more help about managing your invoices in QuickBooks Online (QBO). I'm always here to help. 

Hi Leizy,

I never had any feedback from suggesting feedback the way you mentioned. I guess i’m not the only one and that is why people keep complaining here. In this forum we can see that we are not alone to provide upgrade request and that nothing is moving on QB side. There is simple request as these variable that have been asked for many years now… 

They keep raising the monthly subscription and not adding new features that are actually useful. Instead, i get offers to add more services when I sign in.

This is a basic feature of any invoicing system and Intuit just completely ignores us.

I've suggested/voted for feedback in the past.

The problem is, it doesn't look like many people are:

https://feedback.qbo.intuit.com/forums/930640-quickbooks-apptransactions/suggestions/41771884-recurr...

I don't know if there is a more popular one that I should be looking at. This one only has 7 votes.

If people can vote on these, it will hopefully get put in place.

Don't hold your breath for this feature - It's bad for mental heath. This feature has been requested for at least 10 years.

Check the start of this thread. I created a request poll that replace the one that "was lost" when they upgraded to the suggestion system. That's a shame, but things happen - so I re-created it with the new system (in 2019). Now that too was "lost in an upgrade". Try clicking on my feature where you will see it's been deleted or locked or something.

This new "feature request" with 8 votes or whatever is literally the 3rd poll I've personally voted on for this 1 feature.

If you're stuck in QBO. Then create 12 invoices one per month and have them recured annually. It's a stupid hack, and you can't print the year on them, but clients will probably figure it out.

If your business is focused on recurring revenue, then consider leaving QBO. Xero, Zoho, Wave accounting, and Freshbooks (they had it 15 years ago) all have this feature.

Was this added?  Because we are going to have to switch as well. Seems like this is such a basic thing that I never considered that this would not be a thing . 

So it's 2023 and it still hasn't been implemented. How much feedback is necessary? 
Should've come to the forums first before committing. Ohhh well, that's what trials are for. You seem to have failed yours.

What kind of business do you run? Consider having a 3rd party app as a workaround.