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December 28, 2020
Question

Interval sorting on recurring transactions templates broken. Clicking 'INTERVAL' gives me a single monthly recurring transaction at the top, then non-recurring templates

  • December 28, 2020
  • 1 reply
  • 0 views
Sorting by interval on recurring transactions templates is not correct. Clicking 'INTERVAL' gives me a single monthly recurring transaction at the top, then some non-recurring templates - then the rest of the monthly recurring templates - clicking 'INTERVAL' again correctly sorts in the reverse order. No biggie - but annoying and might indicate other issues.

1 reply

JasroV
December 28, 2020

We can perform some troubleshooting steps to isolate this issue, @kbailey1.

 

Let’s open your QuickBooks Online (QBO) account on a private window (incognito) and sort your recurring template from there. This way, we can check if this issue is due to stored browser cache.

 

Too much cache file saved from the browser causes unusual behaviour that can affect the performance of your account. Using a private window helps us verify this as this doesn’t save any cache data.

 

To begin, here are the keyboard shortcuts in opening a private window depending on the browser you’re using:

 

  • Press keys: Ctrl + Shift + N (Google Chrome browser)
  • Press keys: Command + Shift + N (Safari browser)
  • Press keys: Ctrl + Shift + P (Mozilla Firefox browser)

From there, sort your recurring template by interval to double-check. If the orders are correct, go back to your regular browser and clear it's clear its cache. If it doesn’t work, try using other supported browsers. This way, we can check if this is a browser-integrated issue.

 

I’ve also collected this resource that you can read to learn some best practices in managing your templates in QBO: Review your recurring transactions in QuickBooks Online.

 

In case there’s anything you need help with your transaction templates or with your account, you can always leave a reply in this thread. I’m only a post away from you. Have a good one!