I'm here to share information about updating your recurring transaction templates in QuickBooks Online.
Even though you've imported and overridden the new item data, you can only update them manually. Here is how:
- Go to Settings ⚙ and then choose Recurring transactions.
- From the Action column, click Edit for the transaction you want to edit.
- Edit the template name, type, and the customer or payee name as needed.
- If you're editing a Scheduled or Reminder type template, you can adjust how far in advance QuickBooks creates the template or sends you a reminder. You can also set the frequency in the Interval section.
- Add or remove any product or service details in the Item Details section.
- Click Save template.
For detailed information, refer to this article: Edit a recurring template in QuickBooks Online.
You can also utilise this article for future reference: Customise reports in QuickBooks Online.
Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!
