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1 reply

Level 8
November 29, 2020

Welcome to the Community, @stefanie-smit.

 

You may be unable to set a schedule for the recurring transaction. That said, invoice transactions won't automatically run until using it. We call it Unscheduled recurring transactions in QuickBooks Online. 

 

Here's how to use it:

  1. Go to Settings⚙.
  2. Under Lists, select Recurring Transactions.
  3. Click the Action column ▼, then select Use to use the template as a starting point for a new transaction.

 

I've added an article for more details about the types or recurring transaction like Reminder, Scheduled and Unscheduled: Create recurring transactions in QuickBooks Online.

 

In case you need help in setting up the recurring invoice date into an earlier date, you can visit this article: Schedule recurring transactions created with a template.

 

Please let me know if you have other concerns with QuickBooks. I'll get back to you in time. Stay safe and well!