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Best answer

Creating Recurring Invoices in Quickbooks

  • December 16, 2022
  • 2 replies
  • 210 views
A

Hi all. 

 

It doesn’t appear that the Create Invoice operation for the Quickbooks Online [Premium] Zap has a field that would indicate that the invoice is a recurring invoice, so we have to manually go into Quickbooks and tap the “Make Recurring” button for any invoice synchronized.

 

Does anyone know a workaround, or perhaps we’re missing something obvious? 

Best answer by SamBBest answer by SamB

Hi folks,

Just stopping by to announce that we’ve added the ability to create a recurring invoices to the existing Create Invoice action! 🎉

This feature gives you the ability to set things like the interval type (e.g. daily, weekly, monthly, yearly), start and end dates or even a fix number of occurrences:

de82c0ea6621d62129a6cbb86c39f1f4.png
 

We hope you’re able to give this new feature a try soon! And if you run into any issues with it just reach out in the Community here or contact the Support team directly and we’ll be happy to help.

In the meantime, happy Zapping! ⚡

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2 replies

Danvers
Forum|alt.badge.img+12
  • DanversZapier Staff
  • Zapier Staff
  • 3731 replies
  • December 16, 2022

Hi @AshleyVM!

It’s not currently possible to create a recurring invoice using the Zapier Quickbooks integration, sorry about that. 

We do have a feature request open for recurring transactions in Quickbooks. I've added your email address as another vote for this addition - we use these feature lists to prioritise updates to the integrations which we maintain. I don't have an ETA of when or if this will happen, but we will definitely email you and update this thread if we add it in the future. :)

J
1 person likes this
  • J
    jmiller635
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 7811 replies
  • Answer
  • November 6, 2024

Hi folks,

Just stopping by to announce that we’ve added the ability to create a recurring invoices to the existing Create Invoice action! 🎉

This feature gives you the ability to set things like the interval type (e.g. daily, weekly, monthly, yearly), start and end dates or even a fix number of occurrences:

de82c0ea6621d62129a6cbb86c39f1f4.png
 

We hope you’re able to give this new feature a try soon! And if you run into any issues with it just reach out in the Community here or contact the Support team directly and we’ll be happy to help.

In the meantime, happy Zapping! ⚡

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