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-vibelearning-co
October 27, 2024
Question

Recurring invoices with start date in the past

  • October 27, 2024
  • 1 reply
  • 0 views

Hello,

 

I've recently migrated from Xero to Quickbooks and boy now I wish I didn't!!! 

 

I often reconcile bank transactions up to 3 months after they occurred. Our company has a lot of customers on fixed recurring invoices (subscriptions with an end date). When I need to reconcile thousands of these invoices I would create a recurring invoice when the subscription started (sometimes 3 months in the past). However Quickbooks doesn't allow this and gives me an error message of (The recurring start date can’t be before today). This is utterly useless, there should be no reason why you cannot create recurring invoices which happened in the past. I have seen another post on this and the response was to create these manually, that's just not possible with the thousands of invoices that we are dealing with.

 

If this isn't something that can be rectified, I will have to move back to Xero. 

1 reply

R
Rea_M
October 27, 2024

I can see how advantageous it is to create recurring invoices with start dates in the past, vibelearning. Let's send this suggestion to our product engineers so they can consider adding this feature in future updates.

 

I recommend sending an enhancement request to our product engineers. They continuously seek to fulfill our customer's needs, and your input is vital in deciding which features will be incorporated in upcoming updates. Here's how:

 

  1. Log in to your QuickBooks Online account.
  2. Go to the Gear icon in the upper right and choose Feedback under Profile.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next to submit.

 

Additionally, once your customers pay your invoices, record those payments to balance your income accounts. For the step-by-step guide on how to do this, you can check out this article: Receive invoice payments in QuickBooks Online.

 

I'll be here if you have other feature concerns or need further assistance managing invoices in QuickBooks. Drop your comments below, and I'll be sure to help you out.

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