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A
anne44
October 9, 2020
Question

It appears that when updating the sales records for a customer with new address or email it does not automatically updated any recurring transactions for that customer.

  • October 9, 2020
  • 1 reply
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1 reply

A
Ashleigh1
October 9, 2020

Hello Anne44, 

 

Welcome to the Community, 

 

If you click on the cogwheel>click on recurring transaction>clcik the drop-down arrow next to edit on the transaction in question> click on use and this will then show you the changed information. 

 

 

P
Peter3605
February 6, 2022

Hi

 

We are having exactly this problem in QB online in the UK and this solution does NOT work.  Looked at the US site and the suggested solution is to manually change the recurring template when the customer's address is changed.  

 

Any other solutions out there please?? Any reason why QB online fails to pick up the new address on recurring transactions?  

KlentB
KlentB
February 6, 2022

I'll help you fix this, Peter3605.

 

Once you change the email address of your customer, QuickBooks should also automatically update the email on the recurring transactions. It could be that the stored cache and cookies in the browser are the root cause of this strange behavior. To rule this out, you can try accessing your QBO company using a private or incognito window. Here are the shortcut keys:

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox & Microsoft Edge
  • Command + Shift + N for Safari

If it's now working well, go back to their regular browser and then, clear its cache to delete the accumulated junk files and start over fresh. You may also switch to other supported web browsers to further isolate the issue. 

 

In addition, I recommend reading this article to learn how to duplicate, edit, and delete a recurring template in QuickBooks Online: Create recurring transactions.

 

Don't hesitate to drop a reply below if you have any other concerns or further questions. I'll always have your back.

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