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userbeveragesunlimit
March 8, 2021
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How to stop a monthly reoccurring system administration entry

  • March 8, 2021
  • 1 reply
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We are experiencing what occurs to be a reoccurring issue related to a customer.  It keeps creating a new invoice each month.

In the audit logs there are three times the System Administration created a new invoice and each is on the first of every month:

Jan. 1, 2021

Feb. 1, 2021

March 1, 2021

(There is a fourth entry dated Dec. 15 related to 'reconciliation discrepancies'.)

 

The last (and only) invoice created for this customer is dated 12/10/20.

 

I've been reading in the QB Community about these System Administration entries and the reasons why they happen, such as changing a record and that change affects another record, connecting with a 3rd party app, creating a reoccurring transaction or setting up other events to happen automatically.  I can say that we don't use a 3rd party app and we've not set up any reoccurring events, at least not intentionally.  However, we were very new to QB in December 2020 and its probable that we did something unknowingly.      

 

We were just deleting the monthly new invoice the System Administration was creating, but that's obviously not working.  My question is, how do we stop the monthly reoccurring invoice?

 

 

Best answer by MichelleBh

Welcome to the QuickBooks family, @userbeveragesunlimit.

 

I appreciate you for providing detailed concerns and reading some related articles about system administration entry in QuickBooks Online (QBO). I'm here to help you investigate why this is happening to your account.

 

Let's check your recurring window if there's a template created. If there's that's the reason why it keeps creating a new invoice each month. You can stop that by deleting it. 

 

Here's how: 

 

  1. Click the Gear icon, then choose Recurring Transactions.
  2. Locate an invoice template, then click Pause or Delete in the Action drop-down. 
  3. Tap Yes to confirm.

 

 

After doing that the system stops creating random transactions. For more information, check out this article: Review your recurring transactions in QuickBooks Online.

 

If there isn't, I'd advise you to communicate with our Technical Support. They have ultra-modern tools to investigate the main cause of your invoice. Also, they can create an investigation if needed. 

 

Here's how: 

 

  1. Go to the Help menu, then click Contact Us. 
  2. Type your concern in the box and tap Let's talk. 
  3. Choose either Get a call or Start a chat. 
  4. Complete the required data and submit the request.

 

Please call them within business hours to ensure we cater to your concern promptly.

 

Additionally, I'm delighted to share with you that we have webinars and video tutorials for newbies in QBO. This way, you get a lot of tricks in handling your business.

 

You may also want to visit the pages below about handling customer's transactions, sales forms, and reports. 

 

 

Please don't hesitate to let me know how the call goes or if you have other questions about your invoices. I'm always here, ready to help. Keep safe. 

1 reply

MichelleBh
MichelleBhAnswer
March 8, 2021

Welcome to the QuickBooks family, @userbeveragesunlimit.

 

I appreciate you for providing detailed concerns and reading some related articles about system administration entry in QuickBooks Online (QBO). I'm here to help you investigate why this is happening to your account.

 

Let's check your recurring window if there's a template created. If there's that's the reason why it keeps creating a new invoice each month. You can stop that by deleting it. 

 

Here's how: 

 

  1. Click the Gear icon, then choose Recurring Transactions.
  2. Locate an invoice template, then click Pause or Delete in the Action drop-down. 
  3. Tap Yes to confirm.

 

 

After doing that the system stops creating random transactions. For more information, check out this article: Review your recurring transactions in QuickBooks Online.

 

If there isn't, I'd advise you to communicate with our Technical Support. They have ultra-modern tools to investigate the main cause of your invoice. Also, they can create an investigation if needed. 

 

Here's how: 

 

  1. Go to the Help menu, then click Contact Us. 
  2. Type your concern in the box and tap Let's talk. 
  3. Choose either Get a call or Start a chat. 
  4. Complete the required data and submit the request.

 

Please call them within business hours to ensure we cater to your concern promptly.

 

Additionally, I'm delighted to share with you that we have webinars and video tutorials for newbies in QBO. This way, you get a lot of tricks in handling your business.

 

You may also want to visit the pages below about handling customer's transactions, sales forms, and reports. 

 

 

Please don't hesitate to let me know how the call goes or if you have other questions about your invoices. I'm always here, ready to help. Keep safe. 

U
userbeveragesunlimitAuthor
March 9, 2021

Thank you very much.  There was a recurring transaction, which I deleted.

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