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scott-stanton
May 1, 2024
Question

Why does recurring transaction invoice template fail when will it be fixed

  • May 1, 2024
  • 1 reply
  • 0 views
05/01/2024 QBO recurring unscheduled invoice template transactions FAIL - with cryptic error message.
No notice of change (again) apparently no testing done by intuit - prior to the release.  Suggestions welcome - we have > 100 unscheduled invoices that use templates which need to go out so customers can pay their bills.

    1 reply

    Bryan_M
    Bryan_M
    May 1, 2024

    I appreciate you for posting here, Scott.

     

    Before anything else, I'd like to know the exact cryptic message you encountered. This way we'll see if the issue is from your bank or in QuickBooks. Then, provide you with the resolution.

     

    As a workaround, we manually create transactions from the template. For any templates that don't work, an immediate way to create the transaction is to use the existing template. 

     

    Here's how:

     

    1. From the Settings, click Recurring Transactions under Lists.
    2. In the list, look for the recurring transaction.
    3. From the Edit icon, select Use.
    4. Check the transaction details and add more if needed, then Save template.

     

    You can read this article for more info: Fix failed recurring transactions in QuickBooks Online.

     

    In the meantime, we can perform some troubleshooting steps. Let's start by logging in to your account via a private browser to determine if this is a browser-related concern. 

     

    Check out the shortcut key below:

     

    • Google Chrome: press Ctrl + Shift + N
    • Mozilla Firefox: press Ctrl + Shift + P
    • Microsoft Edge: press Ctrl + Shift + N
    • Safari: press Command + Shift + N

     

    This doesn't store cache files that may cause odd behaviors when running web-based programs. Then, send your recurring invoice there and check the template. 

     

    If this works, clear the cache of your regular browser to eliminate piled-up data. If the issue persists, you can use another supported browser or device. It might be that the current one you're using has a temporary issue with the program.

     

    You might want to print multiple invoices now or later. Check out this article: Email or print multiple sales forms in QuickBooks Online.

     

    For additional questions about managing your invoice template, click the Reply button below. I'll be willing to lend a hand. Keep safe, and have a good day.

    S
    scott-stantonAuthor
    May 2, 2024

    05/01/24

    Thanks Bryan - This isn't a browser issue - it is identified as INV-103779 at Intuit as a known QBO issue with the recurring invoice template.

    Please review the investigation and advise what the expectation is for resolution. 

    My understanding is that this is a known issue from 4/24/2024.  Thank you.

     

      M
      MirriamM
      May 2, 2024

      I can see the urgency of resolving your issue about the recurring invoice template in QuickBooks Online (QBO), Scott.

       

      As per the status of the investigation about the error you're experiencing, it is still in progress. I know it's been a while, but rest assured our engineers are working on it with high priority to get you back on track soon.  If you haven't contacted our Customer Care Team, I suggest getting in touch with them and providing the ticket number INV-103779. They can add you to our notification list and keep you updated on the progress of the investigation.

       

      To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

       

      Moreover, if you require any assistance with receiving invoice payments in the future, please refer to this article for guidance: Record invoice payments in QuickBooks Online.

       

      We appreciate your patience and understanding as we continue to investigate this issue, Scott. If you have any further concerns while using QuickBooks Online, please don't hesitate to reach out to us.

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