Recurring Transactions with Variables
It would be great if when I create recurring transactions I could define variables. I can think of uses cases for about every line and memo field etc. If I could say %current month% so the line item said "services rendered july" and create/send recurring transactions on a set date like the First or Fifteenth.. I get some bills due on the 31st and others on the 30th or 1st.. It's crazy especially around February...
Jacob Stimpson
shared this idea
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Craig Paddock commented
The rest of the world is using AI and Quickbooks doesn't even know the current month.
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A. Burkhart commented
We absolutely need you to add variables on invoices in QuickBooks Online. This feature has been needed and requested for years.
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Kate Sprague commented
Every other service has this. Even the free ones. It is not technically difficult come on Quickbooks. I cannot use you to manage recurring invoices which is a waste of money as now running 2 systems. I just read 3 pages of support requests on your support hub dating back to 2019. Listen to your customers this is pretty basic functionality.
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Cory Capoccia commented
This is insane that this isn't available yet.
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Antonio & Sandra Hernandez commented
This option is very critical to our landscape business. We usually send invoices for services already completed. Before I used to manually create every invoice and I would add the month in the line description. However, after setting up re-occuring invoices I realized it missed the month being added which defeats the purpose and causes . This issue would be solved if there was an option for variables to be added. For example, if it's March and I want to bill for February Services, I should be able to add something to the extent of "Monthly Maintenance %Service Month%. Seems like a basic feature and I'm surprised with the business that use this service that this wouldn't be an option for as much as Quickbooks charges.
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Ed
commented
Very surprised QB does not have this basic feature...and from what I can see searching, QB users have been continually asking for this for many years now.
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Joseph Laing commented
I agree this is something that is important. It would save a great deal of time and seems very straightforward.
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Anonymous commented
I've been asking for this for 10 years. If this is important to you consider Xero, Zoho, Wave Account and Freshbooks who all support this feature.
Quickbooks Devs - a simple token like Roel suggests is what we need
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Karl Rolfe
commented
It's really hard to understand why this is not already built in. People have been asking for it for years. One of the big reasons I jumped from Xero years ago to QBO was because Xero doesn't listen to customer requests. Now I see this same behaviour in QBO. Really disappointing that this has been asked requested years and years ago with no movement at all from QBO.
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Roel Sarceno
commented
I like to recommend something like this..
Assuming today Jan 1, 2021Jan 1, 2021 to Jan 31, 2021 (%currentmonth% 1, %currentmonthyear% to %currentmonth% 31, %currentmonthyear%)
Assuming today Jan 1, 2021
Dec 1, 2020 to Jan 1, 2021 (%lastmonth% 1, %lastmonthyear% to %currentmonth% 1, %currentmonthyear%)
Assuming today Dec 1, 2021
Dec 1, 2021 to Jan 1, 2022 (%currentmonth% 1, %currentmonthyear% to %nextmonth% 1, %nextmonthyear%)
Assuming today Jan 1, 2021
Jan 1, 2021 to Apr 1, 2021 (%currentmonth% 1, %currentmonthyear% to %+3month% 1, %+3monthyear%)