QB Issue Resolution:
The only way you can do this, is by creating the initial recurring invoice will all the information necessary. This would include the date, frequency, days in advance etc. From there, you would need to do the following.
- Click the gear icon.
- Click Recurring Transactions under the Lists tab.
- Find the transaction you created, and click the drop down arrow to select Use.
- Change the name of the customer, and invoice, and click Make Recurring.
This customer will now be billed under the same terms, for the same products. This is still a fair amount of work, but it’s the closest thing to mass setup of recurring invoices we have at this time.
Resolution for Issue 'Is there a way to copy a recurring invoice transaction (scheduled) to multiple customers?' available: Yes (Solved).
Source: Intuit Community forum.
Is there a way to copy a recurring invoice transaction (scheduled) to multiple customers?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for AR
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