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dl010
June 2, 2024
Question

Recurring transactions automatically closes after 2 times

  • June 2, 2024
  • 1 reply
  • 0 views
I use recurring transactions on manual basis to create monthly invoices on the first of the month (instead of automatically creating invoices on scheduled date because I need to apply minor update each monthly invoice per customer based on services rendered).  I go to recurring transactions screen, and click on "Use" for each template to create new invoice, then I provide minor update from the template.  After 2nd time on clicking "Use", the recurring transaction window closes, and I have to re-open recurring transaction window again.  This happens consistently, after clicking "Use" button twice.  Anyone else see this happen?  Any ideas on how to fix this prior to reporting it as a bug to QB?

    1 reply

    A
    AbegailS_
    June 2, 2024

    Thanks for reaching out here in the Community, @dl010.

     

    I see the impact this situation has on your business and I'm here to help you resolve this issue by walking you through some troubleshooting steps for your browser.

     

    To begin, please log into your QuickBooks Online account using a private or incognito browser window. Sometimes, issues with the browser's cache can cause QuickBooks Online to load incorrectly, which may affect the recurring transactions.

     

    The following keyboard shortcuts can launch an incognito window or private browser :

     

    • Safari: Command + Shift + N 
    • Google Chrome: CTRL + Shift + N
    • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

     

    If this resolves the issue, I recommend clearing your cache and cookies to update any website settings that could potentially conflict with the program's functionality. If not, you can switch to a different supported browser that is compatible. 

     

    I've also added this article where you can easily access a list of all recurring transactions along with their associated accounts: Review your recurring transactions in QuickBooks Online.

     

    Additionally, you can refer to this article to help you personalize and manage your transactions in QuickBooks Online: Customize invoices, estimates, and sales receipts 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. 

    D
    dl010Author
    June 2, 2024

    Thanks for the response!

     

    However, I am using QuickBooks desktop app, not a browser.

    K
    KimberlyS
    June 2, 2024

    I recognize the need to address this issue when creating recurring transactions in the QuickBooks Online (QBO) desktop app, dl010. I'm here to ensure we can fix this matter with assistance from the appropriate support.

     

    Since the issue persists even after utilizing a private window, I recommend contacting our customer support team during their support hours to report this behavior. They have all the necessary tools and expertise to thoroughly investigate this case. They can also provide the most relevant resolution and workarounds so you can make recurring invoices simultaneously.

     

    Here's how:

     

    1. Visit this page to log in to your QBO account: QuickBooks Online Login: Sign in to Access Your QuickBooks Account.
    2. Click the Help (?) icon, then choose the Search tab.
    3. Select Contact Us.
    4. Determine how you would like to connect with an expert: Start a chat or Get a callback.

     

    Alternatively, you can reach our support through this page: Contact Us. From there, please select the product you're currently using, follow the on-screen instructions, and provide all the needed information.

     

    On the other hand, you can utilize this material for the detailed steps when you're ready to receive customer payments and track these amounts: Record invoice payments in QuickBooks Online.

     

    Please consider revisiting the Community whenever you have questions or need further guidance when creating and managing recurring invoices in the QuickBooks Online desktop app. We always have your back.

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