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jk103
May 5, 2025
Question

Recurring Transactions: how to manually trigger a save?

  • May 5, 2025
  • 2 replies
  • 0 views

I'm using Recurring Transactions for monthly billing.

 

Have a workflow issue in that, the only way to seemingly trigger the "Update the recurring template?

You're saving changes for a recurring transaction..." dialog is to choose Save and Send.  However, I'm only ever sending the transaction when there are billable time entries in it, but when you do that, QBO will usually throw an error you can't get out of, and you have to cancel and re-open the invoice, so I'm manually going in and editing the Recurring Transactions every month, which is not ideal.

 

Quickbooks Enterprise had no issues doing this (as with many things).

 

Also, your pop-up survey cannot be bypassed, forcing you to complete it whilst in the middle of trying to post this, which is extremely irritating. I had to open up a new tab and start over.

2 replies

Tori B
Tori B
May 5, 2025

Good morning, @jk103.

 

Thanks for sharing your concerns with us. 

 

I recommend trying some basic troubleshooting steps, such as clearing the cache from your browser. Web browsers collect cache to save time when loading repetitive data and images. Over time these files can become outdated and corrupted, causing issues like the one with your error. I'm including the links for all supported browsers that contain the steps to clear the cache below. 

 

Please be sure to restart your browser once the cache has been cleared so the changes can take effect. 

 

That should do the trick. Please keep me updated on how things go. Take care and have a wonderful day! 

J
jk103Author
May 5, 2025

The survey is a non-issue.  The real issue is the Recurring Transactions how to force a save/update without "Save and Send".

R
Rusimyhr
May 5, 2025

Hi there, @jk103. Let me chime in so you can use the recurring transactions seamlessly in QuickBooks Online.

 

First, have you had a chance to follow the troubleshooting steps from my colleague? If not, please do so to address any browser issues regarding to your recurring transactions.

 

If you still get the same issue, I suggest reaching out to our QuickBooks Online (QBO) Live Support team. They have the necessary tools to securely access your account and know why they're not getting the desired prompt automatically.

 

Here’s how to contact support:

 

  1. Navigate to the Help menu.
  2. Click the Search option and type contact support.
  3. Choose the Contact Us tab at the bottom.
  4. Follow the prompts, then choose a way to connect with us: Have us call you or Chat with us.

 

For information on the support hours of our QuickBooks Online (QBO) Live Support team, please refer to this article: Get help with QuickBooks products and services.

 

Lastly, I’ll share articles with tips on how to get a list of all your recurring transactions and their linked accounts, as well as how to fix any that have failed to run:

 

 

The Community team and I are always here to assist you with any questions about recurring transactions. Click the Reply button, and we'll provide the support you need.

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