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L
Lcan
December 12, 2023
Question

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

  • December 12, 2023
  • 6 replies
  • 0 views
This just started a couple of months ago.  I contacted Quickbook and they said they will fix it and get back to me but they didn't.

    6 replies

    Tori B
    Tori B
    December 12, 2023

    Hi there, @Lcan. 

     

    There are a few different reasons a recurring transaction won't recycle. However, the most common reason is due to the template not working properly. I'm including a couple of things you can do to try and repair the issue below. 

     

    First, let's check that recurring transaction is set to scheduled. Recurring templates will only create transactions automatically when the type is set to “Scheduled” and the template has not reached its end date or maximum occurrences. Here's how:

     

    1. Go to the Gear Icon.
    2. Under Lists, choose Recurring transactions.
    3. Find the template for the transaction that wasn’t created. Then, in the Action column, hit Edit.
    4. Make sure the Type is set to Scheduled, and End is set to None, or the appropriate end date or number of occurrences.
    5. Select Save template.

     

    If everything seems to be set correctly, let's see if the tax code has changed. If some item or tax code used on the recurring template is changed indirectly, the template should update automatically to use the new info. 

     

    However, there are some instances when an error occurs and the sales tax used needs to be re-saved on the template.

     

    If continuing to have issues with recurring transactions, it may be that the template is damaged and needs to be recreated. 

     

    If this is the case, please follow the guided steps in Fix failed recurring transactions in QuickBooks Online.

     

    Please don't hesitate to let me know if you have any questions or concerns that I can assist with. Take care! 

    L
    LcanAuthor
    December 17, 2023

    I don't want the transactions to be scheduled.  Also, it doesn't just happen to one recurring transaction, it happens quite often.

     

    Quickbooks said they would fix it but they have not.

      S
      sjo2
      January 1, 2024

      Did you get this resolved?  I am having the same issue. Always after the second selection on the recurring transaction page. Once the second transaction is completed the screen will go back to the recurring transaction page very briefly ( about 1 second) and default back to my dashboard. Very frustrating as a do a lot of data entry from that page.

       

        L
        LcanAuthor
        January 1, 2024

        I did not get it resolved.  I am deleting my recurring transactions and reentering

        them as I get time.  I’m not sure if that will solve the problem.

        B
        BethelMenasha
        March 1, 2024

        I contacted support about this problem today.  I have hoped that over the past new months (for me, it's been an issue since Nov 2023) they would fix the problems with Recurring Transactions.

        The support person is going to have an engineer look at by the "Previous Date" is not populating.  Maybe something will get fixed?

         

        J
        Jelayca V
        March 1, 2024

        I understand the inconvenience this has caused you, Bethel. Your concern is valid, and we will bring it to the attention of management to improve our customer service.

         

        We suggest contacting our QuickBooks Online Support team again and asking for a follow-up about the progress of your case regarding the Previous Date not populating issue. They can provide you with the latest updates on the problem you are facing and assist you in updating if there's a solution available. To get in touch with our support team, please follow these steps:

         

        1. Sign in to your QuickBooks Online company.
        2. Go to the Help icon.
        3. Click the Search tab and select Contact Us.
        4. Provide a summary of your concern and click Continue.
        5. You can choose either to chat with us or have us call you.

         

        Moreover, if you are still encountering the issue with the recurring transactions list refreshing, please know and be assured that our engineering team is actively working to resolve this issue, and we anticipate providing you with an update soon.

         

        Furthermore, consider checking this article to help you learn about managing your recurring transactions in QuickBooks Online (QBO) as it shows a list of these transactions along with the accounts they're linked to:  Review your recurring transactions in QuickBooks Online.

         

        I've also included this extra guide to help you learn how to fix recurring transactions that failed to run in QuickBooks Online: Fix failed recurring transactions in QuickBooks Online

         

        Don't hesitate to reach out to us if you have further questions about recurring transactions in QBO. I'll be of help. Best regards. 

        P
        pfi389
        April 26, 2024

        Yes, it's annoying.  It automatically closes out the reoccurring transaction list and you have to open it to be able to continue.  I also don't like that I can't select multiple payments at once and have to do them individually.  My desktop version I just click a box just like in the pay vendors screen.

        K
        kmslawn
        May 3, 2024

        I am having the same problem. It added about three hours to my data entry last night. You can click on 2 recurring items and then it send you back to the prior screen. You then have to click on the gear icon and scroll back to where you were at in the list just to be kicked back out after two more entries. What a joke. Please fix this. I

          B
          BrianW69
          May 6, 2024

          Same issue, but I noticed that if you have the tasks widget on your home dashboard, the recurring entries that are due based on the days settings show up there once a day.  You can select/process them individually or create the entire batch all at once.  It then updates the reminders list accordingly.  If I use the reminders list to drive the process, then I have the same issue as outlined in the above thread.

           

          Hope that helps some of you.

          L
          Larry V
          June 11, 2024

          In my clients QBO, the recurring transactions are all set as reminders, since the amount varies.  In the past I was able to see what was coming up on the Dashboard.  Now, they are not showing on the dashboard and the dates are not changing once I "Use" the recurring transaction under the gear icon.  Losing faith in QB and am seeking other alternatives!

           

          M
          MAnneJ
          June 11, 2024

          I appreciate you joining the thread and providing details about your issue, Larry. I know how precious time is for everyone. Let's navigate together to get this sorted out and get you back to business.

           

          The recurring transactions will show on the dashboard. However, since you can't see it, we can perform browser troubleshooting to see if this is a browser-related error.

           

          You can use the following keyboard shortcuts based on what type of browser you're using:

           

          • Google Chrome: Ctrl + Shift + N
          • Mozilla Firefox: Ctrl + Shift + P
          • Microsoft Edge: Ctrl + Shift + P
          • Safari: Command + Shift + N

           

          If there's no error while using the private browser, you can use your regular browser and clear your cache to start fresh.

           

          On the other hand, regarding the error about the dates wherein they're not changing, please know that we have an ongoing investigation INV-104174. With this, I recommend contacting our QuickBooks Online support to have yourself added to the list of affected users.

           

          Moreover, you can check out these articles that can help manage your recurring transactions:

           

           

          I'll be on the lookout if you need further assistance managing your recurring transactions. Have a good one.

          A
          Aqua Vision
          June 25, 2024

          Joining in on the long list of users who are getting fed up with this stupid bug in the QBO system. I process a lot of invoices weekly, and they are all set up as unscheduled recurrent transactions. I am also having the same annoying issue of getting kicked back to the dashboard after the second invoice I process. Seeing that this has been an ongoing issue for a log time I am not feeling very optimistic that there will be a solution which is sad because it was caused by QBO so why can't they fix it?!?!? Having to go in and recreate every recurrent transaction all over again is ludicrous and will take me weeks to accomplish. It's absolutely ridiculous that this issue can't be resolved. 

            L
            LeizylM
            June 25, 2024

            Dealing with recurring transactions that unexpectedly kick you out of the workflow can be incredibly challenging, Aqua Vision.

             

            We have an ongoing investigation about getting kicked back to the dashboard after the second invoice is processed. Rest assured that our engineers are doing their best to fix it.

             

            I recommend contacting our customer care team so you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. 

             

            Here's how to reach them: 

             

            1. Click the Help menu in the upper-right-hand corner.
            2. Type in "Talk to a human", then press Enter.
            3. Select Contact Support Team.
            4. Type again Talk to a human and click Contact Support Team.
            5. Choose a way to connect with us.

             

            I'll be right here to continue helping if you have any other concerns about recurring transactions in QBO. Assistance is just a post away. 

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