updating unscheduled recurring transactions

Hi there, jfrm.

Welcome to the QuickBooks Community. Let me discuss how the Unscheduled template works in QuickBooks. Then, ensure that you can perform alternative steps to achieve your goal.

When you used Unscheduled for recurring transactions, you saved with partial or complete data and without a schedule. With this, invoices you create by an unscheduled template will first be created as draft invoices. You can save them as drafts to finalise them once you've reviewed them.

Then, nothing happens to this type of template until you choose to use it. This is the reason why QBO only prompts to update after changing the use invoice.

On the other hand, you have the option to choose the Scheduled template in QBO. This creates a series of entries according to the schedule you set. If you choose to send them by email once created, they are sent automatically. Also, invoices you create by a scheduled template are finalised when they're created. However, you can make any changes to this entry if needed and can use the template straight based on the date being set.

Additionally, I'm adding this article to see steps on how you can make a recurring sales receipt to automatically charges a customer at a given interval: Set up a recurring sales receipt in QuickBooks Online.

Lastly, if you're referring to something else and not the details above, may I ask for screenshots on your end? Like before and after creting unscheduled recurring transactions. I appreciate any further details so I can present an accurate solution.

Don't hesitate to click the Reply button below if you have other concerns related to your reccuring entry. I'm always here to help. Have a great day, 

jfrm.

Thank you for the accurate response. Regarding unscheduled recurring invoices I would like to know when it prompts for update and I choose to update all following invoices, will it update the template?

I can share extra information about recurring transactions, jfrm.

Every time you edit an item or customer to a specific template, you'll get a prompt to make these changes for One time only or Update for all. 

Update for all to save the changes to the item or customer. This also applies to the updates to all relevant templates. You can check this article for more information: Edit a recurring template.

You can also check our QuickBooks can do WHAT? Recurring transactions for additional guidance and reference.

I'll be here to keep helping if you have other questions about managing your invoices in QBO.