Using recurring templates is a great way to streamline your workflow and automate repetitive data entry tasks, PQ23.
For now, there's no option to revisit a specific point in time to view the invoices that were previously listed in your recurring template.
However, you can also run the Recurring Template List report. This report will provide a comprehensive list of all the recurring templates set up in your account.
You can even add a column for Create Date and End Date so you would know when a template is active for a specific period. Here's how:
- Go to the Reports menu and type in Recurring Template in the Search bar.
- Click Customize in the right-hand corner.
- Scroll down to the Rows/columns section and check the boxes for Create Date and End Date.
- Click Run report.
Here's an article as a guide: Review Your Recurring Transactions In QuickBooks Online.
Aside from that, you can also generate an Audit Log report. This will provide a comprehensive record of all events and activities within your account, including any invoices that were automatically generated from a recurring template.
Let me walk you through the steps to generate the report:
- Go to the Gear icon and select Audit log.
- Select a date in the drop-down list for Date Changed.
- Click the drop-down list for Events and select Recurring templates. This will show all templates that were added within that period.
- You can also select All transactions under Events to check automatically created transactions from a recurring template. These transactions will have System Administration under the User column.
Just in case you need any further assistance or resources when working with the recurring template feature, I'd also like to share these additional articles:
Please remember that you can always reach out to us in the forum if you require any additional help when searching for historical data or working with your recurring templates. We're here to provide support whenever you need it.
