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May 3, 2024
Question

Recurring transaction entered but didn't advance date

  • May 3, 2024
  • 1 reply
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1 reply

May 3, 2024

Thank you for bringing this to our attention, poca.

 

We've received similar reports wherein the recurring reminder template does not advance to the next date after completing the recurring transaction. To be added to the list of affected users, I recommend contacting our QuickBooks support. They can securely pull your account and provide troubleshooting steps to rectify the issue. 

 

Before contacting our support team, let's do some troubleshooting steps to see if this issue is related to your browser. To begin, open an incognito or private browser window. You can use the following keyboard shortcuts based on the browser you are using:

 

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

 

Once you have opened the private window, log in to your QuickBooks account and try to enter a recurring transaction. If it advances to the correct date, proceed to clear your browser's cache. This will remove specific issues and help the program run efficiently. Additionally, you can use other devices and supported browsers to ensure everything works as expected.  

 

If this doesn't work, please follow the steps below to contact our support team.

 

  1. Log in to your QuickBooks Online Company.
  2. Click on the Help button at the top of the page.
  3. Choose the Search tab, then click Contact us.
  4. Type in your concern, and click Continue.
  5. Under Callback, click Have us call you button. This will route you to enter your details.
  6. After that, select Get a call.
  7. You will now be added to the queue and wait for us to call you.

 

Additionally, after your customer pays their invoices, you can then record their payments.

 

Let us know if you have other questions about recurring transactions in QuickBooks. We'll be here to help you in any way we can.