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MWElch1
Level 1

MASS LOAD OF RECURRING INVOICES

Is it possible to mass load recurring invoices? 

 

Example: August Services with different prices need to be loaded to all customers.

 

 

1 Comment 1
CharleneMaeF
QuickBooks Team

MASS LOAD OF RECURRING INVOICES

I understand the importance of creating bulk recurring invoices, MWElch1.

 

In QuickBooks Online, we can only add recurring transactions per customer. We'll have to recreate the invoice templates manually for the other clients.

 

Here's how:

 

  1. Go to the Gear icon and then select Recurring Transactions.
  2. Click New.
  3. Select Invoice, and then click OK.
  4. Enter a Template name.
  5. Select a Type: ScheduledUnscheduled, or Reminder.
  6. Choose the customer name.
  7. Add the Interval details of the template.
  8. Under the Product/Service column, add all the items you want to include.
  9. Modify the amount.
  10. Click Save template.
  11. Repeat the steps for the other customers. Make sure to enter the correct amount.

 

For more details, please see this article: Create Recurring Transactions.

 

If you want to edit your recurring transaction, modify the template

 

Once everything is all set, you can run reports in QuickBooks Online. Doing so helps you keep track of your transactions to ensure you've recorded them correctly.

 

Please keep us posted if you need additional assistance managing your sales transactions. We're always here to help with the accuracy of your financial data.