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May 15, 2026
Question

I have a monthly recurring invoice, that needs to show the correct month in the description, is there a way to automate this change, ie jan, feb, march?

  • May 15, 2026
  • 1 reply
  • 0 views

for example the month shown in the description needs to change each month, but I have to do this manually each month, i would like to insert a form field or code to do this for me

1 reply

JoesemM
QuickBooks Team
May 15, 2026

Automatically updating a custom field for the month description is unavailable. For now, you'll need to continue changing the month each time you use your recurring invoice template.

 

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