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March 30, 2021
Question

Recurring Transactions

  • March 30, 2021
  • 1 reply
  • 0 views

Is anyone else having issues with recurring transactions? When using it, I am able to create my invoice but it is not saving the data to the recurring transaction. Quickbook help wasn't very helpful!

1 reply

March 30, 2021

Hello Louise, currently our engineers are working on a fix for this issue we can add your company among those affected. In the mean time you can try the  following steps instead while we are resolving this.

  1. Create a new Recurring Template
  2. Create a new Vendor/Customer/etc. to use for this template: i.e. 'Default'
  3. Name the Template to recognize this is a workaround template versus the live template
  4. Replicate the recurring template that is no longer working
  5. Use this new 'Default' template
  6. Replace the Vendor/Customer/etc. Name with the actual vendor/customer/etc. you want to use
  7. A pop-up asks if you want to replace the pre-filled information with the info saved from the last bill/invoice/etc. processed: Select 'No'.
  8. You can now finish filling out the Bill/Invoice/Sales Receipt/etc. (Business As Usual)