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M
MatchGirl
April 3, 2023
Question

QBO changed recurring templates

  • April 3, 2023
  • 1 reply
  • 0 views

When I logged in this morning, all my monthly recurring invoices had been sent. Every single template had the "Send Invoices Automatically" checkbox marked off. I did not make this change, and I am the only one with login credentials. How did this happen, and how do I prevent it from happening again in the future?

1 reply

T
Trish_T
April 3, 2023

Hi MatchGirl,

 

Thanks for reaching out here.  QuickBooks Online enables you to set specific areas to your recurring templates.  Automatic reminders can be created within your company settings.  I'd be glad to help!

 

To review your account for any changes that have been made, open your Settings ⚙ and select the Audit log.  If you don't see any changes, I suggest reviewing your Company Settings, by following these steps;

 

1. Open your Settings ⚙ and then Account and settings

2. Select Sales 

3. Scroll down and click on the Edit ✎ in the Reminders section

4. Turn on/off Automatic invoice reminders

5. Review the Reminder(s) in your list

6. Make any necessary changes and hit Save and then Done

 

Should you require additional assistance, please contact us.  We'd enjoy the opportunity to work with you directly and ensure the Invoice Reminder feature is working as designed.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support 

 

If you have additional questions or concerns, please reach out.  We're here for you!

M
MatchGirlAuthor
April 4, 2023

Thank you @Trish_T, but my issue is not related to reminders. Settings within the recurring transactions were changed, as though by a system update or something. QBO automatically sent unedited invoices, which is a significant problem for me. I would like to understand how it happened so I can prevent it from happening again. 

A
Amanda-B
April 4, 2023

Hey there MatchGirl, 

 

Thanks for reaching back out to us here. Making sure you get the support you need is important. Based on what you've described, I feel you'd benefit more by contacting our support team outside of the Community, They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach them by following one of the methods provided above. 

 

We're looking forward to working directly with you!

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