Skip to main content
P
purplepoolsllc-g
November 19, 2023
Question

My recurring invoices aren't being created in advance even though they are set up to do so. Is there any troubleshooting I should try?

  • November 19, 2023
  • 1 reply
  • 0 views
I am setting up a new batch of recurring invoices to be sent out on the 1st of every month. I set them to be created 15 days early so I can add any additional charges that may be necessary. The invoices have not automatically populated as they are set up to be. What could I be doing wrong? Thanks!

1 reply

J
JamesAndrewM
November 19, 2023

Welcome to the QuickBooks Community forum. I appreciate you for sharing the details of your concern. I see your recurring invoices aren't being created in advance, even though they are set to do so. Let me share my thoughts and some fixes to rectify these issues and lessen your worries.

 

Sometimes, when you create one or more recurring transactions, they become unsuccessful. This time, I will help you confirm if the info in your template is up to date, then manually process or recreate the recurring transaction. 

 

First, create transactions from the template manually. You can follow these steps:

 

  1. Go to Settings ⚙.
  2. Under Lists, choose Recurring Transactions.
     

     
  3. From the list, find the recurring transaction.
  4. From the Edit ▼ dropdown, pick Use.

     

  5. Review the transaction details and add more, then click Save template.

 

 

Then, confirm the recurring transaction scheduled. Here is how:

 

  1. Go to Settings ⚙.
  2. Under Lists, select Recurring Transactions.

     

  3. Find the template for the transaction that was created unsuccessfully. Then, in the Action column, click Edit.

     

  4. Ensure the Type is Scheduled, and the End is None, or the appropriate end date or number of occurrences.
  5. Click Save template.

 

 

For detailed information of the entire process, refer to this article: Fix failed recurring transactions in QuickBooks Online.

 

I'm including these helpful articles you can use in the future:

 

 

After successfully following those troubleshooting steps, you should be able to work with your recurring invoices smoothly. If you have further concerns with your recurring invoices, don't hesitate to comment below. I will be around to answer them. Have a good day!

M
mwm-iv
December 30, 2023

I have the exact same issue. First, you did not address the issue regarding " Recurring Invoices", you illustrated bank deposits. That being said, internally, the transactions may be processed with the same program logic. Second, selecting "USE", forces QB to record the transaction. Which it did. However, the next scheduled date did not change. 

 

I migrated from QB 2019 Desktop for Mac. I set my recurring invoices to enter 3 days prior. On that day a box would appear listing all memorized transactions to enter. I could select all or none or deselect individually. I see no mechanism in QBO for this to occur nor an option to "use" all of them at once. 

 

Our invoices are not emailed nor or they printed. They are rental invoices so there is no need to email or print them. They just need to hit the books so the A/R can be managed. 

 

So one can only assume, this is either a program bug, or QBO Simple Start Plan does not have the feature to automatically record scheduled invoicing and you must manually "use" each one.

 

Thoughts?

J
Jelayca V
December 30, 2023

I understand the inconvenience this has caused you, @mwm-iv. Your concern is totally valid, and we will bring it to the attention of management to improve our customer service.

 

After conducting a thorough investigation, we have identified that the issue is related to investigation number INV-96586. Please be assured that our engineering team is actively working to resolve this issue, and we anticipate providing you with an update soon.

 

I recommend reaching out to our QuickBooks Online Support team and requesting to be added to the list of affected users. This will ensure that you receive timely updates on the issue via email. To contact our support team, please follow these steps:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help icon.
  3. Click the Search tab and select Contact Us.
  4. Provide a summary of your concern and click Continue.
  5. You can choose either chat with us or have us call you.

 

In addition, you can refer to this article guide to learn how to manage recurring transactions in QuickBooks Online (QBO):

 

 

Thank you for your patience and understanding. If you have any further questions about recurring transactions in QBO, please do not hesitate to let me know. I am always here to help. Best regards.

Terms & ConditionsAccessibility statement