cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Have a question you would like to ask our community of experts and fellow QuickBooks Accountants and SMB's? Post a question here
adventuresinacou
Level 1

How can i update recurring sales invoices with bank details?

The bank details are not showing on all my recurring invoices even thought they are all using the same customized template?
1 Comment 1
FritzF
Moderator

How can i update recurring sales invoices with bank details?

Greetings, @adventuresinacou.

 

It's nice to see you here in the Community. I'm here to share some information about the recurring invoices in QuickBooks Online (QBO).

 

When editing a recurring invoice template, you have a few options:

 

  • Select Update for all to save the changes to the item or customer. This also applies the updates to all relevant templates.
  • Select One time only to save the changes only for the transaction for which you made the change.

 

The same bank information will automatically change if we enter it on the same template and section.

 

To check if the browser is already full of frequently accessed page resources, causing some unusual responses, try signing into your QBO using a private browser (incognito).

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

If everything looks good, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

To learn more about managing recurring invoices in QBO, check out this article: Edit a recurring template.

 

For more details about customizing your sales forms, check out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online

 

I'm always here if you need more help about your template and or anything else, by leaving a comment below. Have a wonderful day!