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June 1, 2024
Question

My recurring transactions are not automatically sending via email. The invoices are created and the settings are set. Any fix for this?

  • June 1, 2024
  • 1 reply
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1 reply

June 1, 2024

Make sure to click the Automatically Send Emails box in your recurring transaction, skinner. To proceed, let me explain further about this concern.


When dealing with recurring transactions in QuickBooks Online (QBO), it's essential to ensure that the Automatically Send Emails option is selected to streamline the process. If you encounter issues with automatic email notifications not being sent despite having this option enabled, you can try refreshing the setup by deleting and recreating the template. Here are the steps to delete the template:
 

  1. In Settings, click Recurring transactions.
  2. Decide what template and select the dropdown.
  3. Hit Delete in the Action column.
  4. Tap Yes to delete the template.

 

 

On the other hand, you may want to check your recurring transactions in QBO to see which accounts are linked to your chart of accounts.


If you have more questions about recurring transactions or any other concerns, let us know. I'll circle back to assist again.