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Established Member
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Recurring Transactions not posting

For the past two days, none of my recurring transactions have posted and the next date shows the date they should have posted.  Even when I go in and manually "use" the recurring transaction so it will post, the next date does not change. This is too time consuming.  We have been using QB for about 4 months now but if this is going to be a problem, I'm out.  We have too many customers to have to mess with this.  Any help would be tremendously appreciated.  

Best answer 07-10-2018

Accepted Solutions
ProAdvisor

Re: Recurring Transactions not posting

I am pleased to announce my test invoice worked from the old recurring transaction.  Big thanks to James and the developers for fixing this and saving me hours to not have to replicate the 400 transactions!  You made my week!  Cat Happy

34 Comments
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ProAdvisor

Re: Recurring Transactions not posting

Do you have these as "scheduled" transactions or "reminders"?  Could you provide a screen shot of the recurring list?

Experienced Member

Re: Recurring Transactions not posting

Same here.  I have a client with 17 companies and over 1000 scheduled recurring invoices set up.  They were all set up on 6/25/18 as:

 

- Scheduled

- Create 2 Days in Advance

- Start Date of 7/1/18

 

I would have expected them to have been generated on 6/29/18 but nothing happened.

 

It's 8:35 am Pacific time on Sunday, 7/1.  Pro Advisor support should have opened at 6:00 am but the system is still showing as "Closed"

 

I can go through and "use" all of the templates but when I do that, the "next date" doesn't advance.

ProAdvisor

Re: Recurring Transactions not posting

I have a client with 400 and I am manually entering them and clicking edit>and changing the next date manually. Something is obviously broken here. What a pain in the neck.

You are correct, the next date is not advancing and I don't want to leave it to chance that they don't suddenly send out and I have duplicate invoices and a much bigger mess to clean up and angry customers. @JamesOng do you know of any resolution or can you let the developers know of this issue?
Content Leader

Re: Recurring Transactions not posting

Hey @Karen8@rtbcs@lynda,

 

Yes, @JulianC works with that team and I will ping him to include him in the thread. 

 

Just for further clarification, is everyone experiencing the same behaviour with the same before and after actions? We will definitely get this rolling asap Smiley Happy

Established Member

Re: Recurring Transactions not posting

Yes. If you have any pull at all could you possibly see that this situation is addressed as soon as possible. It is causing a tremendous problem with those of us who have a lot of customers that are set up on the scheduled recurring transactions.   Thank you so much. 

QuickBooks Team

Re: Recurring Transactions not posting

Hello, @rtbcs, @lynda, @Karen8.

 

Thank you all for taking the time to come to the QuickBooks Community to get help with your recurring transactions. I have some information to share about troubleshooting issues with recurring transactions. Usually, when anything memorized isn't functioning properly, this means there is data damage within the file.

 

This is easily fixed through a few different options. I recommend first running a rebuild and then a verify on the company file. This process will scan through your file, checking for and fixing data damage issues, and it will let you know if there is anything needing to be manually fixed. Here's how:

 

Note: I recommend performing these steps on the workstation the company file is stored on

Run the Rebuild:

  • Go to File in the upper left-hand corner, then select Utilities Rebuild Data.
  • On the QuickBooks Information window, select OK. Follow the prompts to save a backup.
  • Select OK when you see Rebuild has completed.

Run the Verify:

  • Go to File in the upper left-hand corner, then select Utilities Verify Data.
  • If you see QuickBooks detected no problem with your data, select OK. You may continue using your company file.
  • If Verify finds an issue with your data, you will be prompted to Rebuild Now or View Errors. Select Close, then perform the steps below.
    Important: Continue with the following steps if you are comfortable reviewing the QBWin.log or the QuickBooks.log file. Otherwise, you may contact support for additional help.
    • Find QBWin.log or QuickBooks.log files.
      Note: If you are working with a support agent, go to the Tech Help window (press F2, then F3 on your keyboard). Go to the Open File tab, highlight the log file, then select Send log files to Intuit support. This will send the file to a repository that will enable the support agent to view your log files.
    • Check the log file.
    • For Windows: Search (press Ctrl+on your keyboard) for BEGIN VERIFY, then locate the most recent file (logs are in date order with the latest at the bottom).
    • For Mac: Scroll all the way to the bottom for the most recent Verify information
    • Find the line that contains the LVL_ERROR, then check Top data damage errors in QuickBooks Desktop or search it in the QuickBooks Learn & Support site.
      Note: Errors within both log files might not be exactly the same but are presented in the same format.

If you find that you have no data damage in your file and you're still having issues with the recurring transactions, you may need to consider deleting and recreating them. I'm attaching a helpful article that goes over additional steps for troubleshooting data damage within your file.

 

You can find the link here. If you all have any questions for me about this or anything else QuickBooks, don't hesitate to reach out to the Community again.

ProAdvisor

Re: Recurring Transactions not posting

@ClayJ that would work except we are all on QuickBooks Online and not desktop.

ProAdvisor

Re: Recurring Transactions not posting

Hi James:  It worked perfectly last April (the last run).  No settings changed.  But even when I manually entered them, the date did not advance either.  I had to go into each transaction, create it and then edit the details to have them run next October 1st.  Took all day to do the 400 that way.

Established Community Backer ***

Re: Recurring Transactions not posting

I get so confused in this community, the thread is marked as online, but the copy paste for rebuild is only applicable to desktop, anyway ...

 

Recurring transactions not working in QBO  is yet another known problem

https://community.intuit.com/questions/1737575-i-have-recurring-transactions-that-are-not-posting-i-...

Established Member

Re: Recurring Transactions not posting

I think I found out something all on my own. It appears somehow all of the recurring transactions have become corrupt. If you go in and create a brand new recurring transaction from scratch,  it will post. 

ProAdvisor

Re: Recurring Transactions not posting

Hi Karen:

 

You are absolutely correct.  I tried this with copying some of mine in the company file and sending them to myself and that worked.  

 

But I don't want to have to do 400 all over again.  Per my conversation with support today, The next update for a fix on this will happen end of day 7/6.  So I am waiting.  

 

Good to know you can go to the list>edit>duplicate and then remove the old one and it will work.  

 

Fingers crossed when the next fix comes, they work again.

Content Leader

Re: Recurring Transactions not posting

Hey @Karen8@rtbcs and @lynda,

 

I heard from the support team that the issue was resolved over the weekend, are you still having issues?

ProAdvisor

Re: Recurring Transactions not posting

@JamesOng I will test it tonight and let you know.  That would be the best news ever if it works!

ProAdvisor

Re: Recurring Transactions not posting

I am pleased to announce my test invoice worked from the old recurring transaction.  Big thanks to James and the developers for fixing this and saving me hours to not have to replicate the 400 transactions!  You made my week!  Cat Happy

Content Leader

Re: Recurring Transactions not posting

@lynda,

 

This made my day. Thank you for the tank you. I sent this request along to several teams who assured me it was a top priority - - and looks like it all worked out.

 

What are you going to do with your time saved? hehe

Content Leader

Re: Recurring Transactions not posting

@lynda

 

We're always here to help! Glad you were able to avoid any manual workarounds. 


Getting Started with QuickBooks Online

Community Contributor *

Re: Recurring Transactions not posting

I have two monthly Scheduled recurring Invoices.  One is billed on the 25th day of the month but is set to Create 5 days in advance.  The Start Date was 7/25/2018.  Automatically send emails is checked.  

 

The Invoice was not created.  Maybe there is more for the dev team to fix?

 

Payment is automatically charged to a card on file via a recurring scheduled Sales Receipt.  That part worked.

 

The other Recurring Invoice was created successfully.

QuickBooks Team

Re: Recurring Transactions not posting

Welcome to the QuickBooks Community space, dialedin.

 

Let me help you get the recurring invoice to work successfully in the QuickBooks system.

 

We currently don't have any reports going on about creating recurring invoices. Since the other recurring invoice works fine, I recommend you delete and recreate the transaction to help isolate the issue.

 

You can follow the steps I've attached below to recreate the transaction:

 

1. Click the Gear icon.

2. Select Recurring Transactions.

3. Search for the recurring transaction and click the drop-down arrow.

4. Click Delete.

5. Choose Yes.

6. Click New.

7. Select a transaction type and click OK.

8. Enter necessary information and click Save template.

 

I've also attached an article for more information about creating recurring invoice:

 

Recurring invoice - How to create an invoice dated in the future, but completed at an earlier date.

 

Feel free to leave a comment below if you need more help with the recurring invoice. I'll be here to assist you.

 

 

Community Contributor *

Re: Recurring Transactions not posting

Hmm.  It's a mystery.

 

I will do without the invoice since I already have the recurring receipt and respond back here if I experience the issue again in the future.  Thanks!

QuickBooks Team

Re: Recurring Transactions not posting

Hey there dialedin,

 

I appreciate your quick response about the recurring invoice concern. Please let me know as soon as you'll be able to try it out, and I'll be sure to get back to you.

 

I hope to hear from you soon.

Established Member

Re: Recurring Transactions not posting

I'm still having this problem.  My transactions are set up as reminders, they need to be "tweaked" each month, but the dates do not roll over.  This is highly frustrating as our customers are all on different billing schedules.  It's a huge list so I do not want to have to re-set up each one.

QuickBooks Team

Re: Recurring Transactions not posting

Hey there, BeeR.

 

Thanks for letting us know about this behavior regarding your recurring transaction. I’m here to help you get the feature working smoothly.

 

In situations like this, you’ll need to open the template and review the information. Once done, save it and check if any errors are displayed.

 

These errors provide clues on how to fix the issue. If you get the same result, I recommend you get in touch with our QuickBooks Online Customer Care Team.

 

They have the tools to investigate this further and make sure the recurring transaction will automatically post to the correct billing schedule. You can reach them through the following link: Contact support (US only).

 

I've added a link with detailed information why recurring transactions do not run but the Next Date advances.

 

Please let me know if you have additional questions about QuickBooks. I'll be glad to answer them for you. Have a good one.

Established Member

Re: Recurring Transactions not posting

Hi, 

 

I have been using Quickbooks online from Dec 2017 and it was working fine. For the past 2 months though, my recurring invoices stopped posting so I had to use each template and generate manual invoices. But the next date does not change to next month. I can't be doing this for the 3rd month since we have been paying for this service. 

 

Please help. 

QuickBooks Team

Re: Recurring Transactions not posting

Hi sherryAICMC,

 

Our engineers are already aware of the non-sending recurring invoices. I'd recommend contacting our Chat or Phone agents. That way, they can add your contact details in the list of affected users. We're unable to add you from here for security reasons. You'll then receive an update when this is resolved. 

 

In the meantime, please set a future Starting Date on your templates, so they'll be sent next time.

 

Thank you for your patience.