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RoscoPC
RoscoPC
March 29, 2021
Question

Stopped Working - Every time you use a Recurring Transaction and edit it, QuickBooks Online asks if you would like to make the change this “One time only,” or “Update for all.” This has stopped appearing?

  • March 29, 2021
  • 1 reply
  • 0 views

Hi, 

 

I use recurring transactions a lot and update them each week with a narrative changing the date. I used to be able to then save the template and know next time I use it when I last invoiced without having to check elsewhere. 

The functionality should be  - Every time you use a Recurring Transaction and edit it, QuickBooks Online asks if you would like to make the change this “One time only,” or “Update for all.” 

 

I use update for all. 

 

This has suddenly stopped working? Why is this? I have cleared all cookies etc. so it's not that. Has Intuit changed the functionality without telling us? Is there somewhere I can turn this back on if it's been turned off?

 

Really annoying atm and time consuming checking. 

 

Please let me know.

 

Paul AKA RoscoPc

 

1 reply

G
GeorgiaC
March 29, 2021

Hi Paul, thanks for detailing your post so clearly 🙂

 

You should see this pop-up message appear when editing specific fields on the recurring transaction such as the memo, can I confirm which specific field(s) you're trying to apply the batch changes to? 

RoscoPC
RoscoPCAuthor
March 29, 2021

Hi There,

 

I was always able to change something in the description field and the pop up would appear. This has suddenly changed so it doesn't appear anymore. I've tried changing the quantity as well and still nothing. I can save but no pop-up.

 

Any help gratefully received.

 

Kindest regards

 

Paul

 

MJoy_D
MJoy_D
March 29, 2021

Thank you for providing us more details about the concern you're having when editing your recurring transaction, @RoscoPC.

 

You should be asked to Update for all or for One time only every time you edit items or customers in a specific template. You can check this article for more information: Edit a recurring template.

 

Since you've already tried clearing your browser's cache and still not having this feature back, I suggest reaching out to our Customer Support. They can take a look at this in a secure environment and verify why you're no longer have this feature.

 

You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. Follow the steps below: 

 

  1. Go to the Help icon to connect to a live support agent. 
  2. Provide us with some information about your concern.
  3. Select the Contact Us button and provide some details about this concern, then on the Let's talk button. 
  4. You'll now be provided options on how to connect to our Customer Support.

 

Here's the contact the QuickBooks Online Customer Support team article for more information. 

 

Let me know if there is anything that I can help you with the recurring template, by leaving a comment below.​ I'm always here to provide help and answer any questions that you may have. Have a great rest of the day!

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