The recurring transaction are not working. pls adise.

Hello there, @sales284.

I want to make sure you get the help you need.

To ensure we're on the same page, can you add more details on how you created the recurring transaction to your QuickBooks Online account? Did you encounter any error messages? Any extra information is appreciated.

We are looking forward to hearing from you. Have a great day!

for example, I set the to recurring on the 15 of every month tiggered 3 days in advance. It used to work. But recently it only tirggers interminttently. It miss to trigger in the month of Mar. I have redo some of the recurring templates in Apr. Hopfully it will work again.

Hello there, @sales284.

I appreciate your taking the time in performing a workaround to get past the recurring transaction issue in QuickBooks Online (QBO). 

Moreover, QBO can occasionally stop working properly since locally stored internet cache files can cause the product to behave unexpectedly due to overloaded site data. If the issue persists, I recommend opening a different browser or a private window to isolate it. This can help us remove any cache-related matters that may have contributed to the problems. 

Here's how to activate incognito mode in some of the most common online browsers:
 

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

If the recurring transactions finally work, it's safe to say that the browser has caused it. This can be fixed by clearing your cache and cookies.

Moreover, I'll also share this link where you can search for articles that can serve as your reference to guide you in managing your QBO account: QuickBooks Online Help Articles.

Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.

I don't understand how this can be a broswer issue. The scheduled recurring transactions are not triggered for some reason. Also we have been using the same template for the past few years. It has been working well. But we start to see intermittent issue on the recurring transactions in 2023. It seems to be a bug in Quickbooks.

Hello there, sales284.

Are we able to follow the troubleshooting steps provided by my colleague above?

If you did but the issue still persists, I recommend reaching out to our Support Team. They have the right tools to conduct a further investigation while having remote screen sharing in a secure environment. They can also create a ticket if necessary.

You can use this link to reach them: https://quickbooks.intuit.com/learn-support/en-sg/contact.

You can also visit our Help Page for more related articles and topics that will help you manage your business while working in QuickBooks Online.

Let me know if you have other concerns or any questions about your transactions in QuickBooks. I'll make every effort to help you out. Keep safe!

I am having the same issue and it has caused our company a huge headache.  Trying to get tech support at Quickbooks has been nothing short of terrible.  I am very worried this will happen again for our next scheduled invoices to run and can't get Quickbooks to help. I've spent hours with clients and with Quickbooks. I was assured I would get a call to troubleshoot and detailed information was sent.  It was told this was NOT an isolated issue, many clients were impacted.  No one has called and this has been since 3/15/23. This morning this is the email I received.... 

"Thank you for requesting updates on Updating description for products and services are no longer updating in recurring templates.  Our engineers have determined this is working as designed. We appreciate your understanding and encourage you to share your concerns or ideas via the in-product Feedback tool.To access the Feedback tool, click on the Gear Icon in the upper right hand corner of the Dashboard screen and click on Feedback.There will be no further updates on this investigation.

This is in reference to support contact Case Number XXXXX."

Feature doesn't work. And guess what, when I clicked FEEDBACK, that doesn't work either.  Quickbooks - please give a call and get this fixed. I've already did all the typical troubleshooting, we are way passed that.

This isn't the experience we want you to have, @KS354.

Upon checking, I've found out that there's an ongoing investigation where recurring transactions are not automatically created as scheduled. 

I understand that this needs to be fixed as soon as possible. Rest assured that this has been raised with our product engineers.

In the meantime, you can delete and recreate the template. Then, use it to create the transaction manually. For detailed steps, you can make use of this reference: Create templates for recurring transactions in QuickBooks Online.

Afterward, I suggest contacting our Support Team to add your company details to the list of affected users. This way, you'll receive email updates on the status and be notified once it's been resolved.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Proceed to the Help (?) menu.
3. Click Contact Us.
4. Enter your concern, then select Let's Talk.
5. Choose Start a Chat or Get a Callback from the next available expert.

Regarding the Feedback feature that isn't working on your end, we can perform some troubleshooting steps to fix this. 

There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior. Let's use a different or private browser to view your account. You can use either of these shortcut keys to access one:

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

Then, click the Feedback option. Once it works, go back to your regular browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks. Also, an alternative way is to use other compatible browsers.

Additionally, I've collected some write-ups you can check out to manage recurring transactions in QBO: 

• Edit a recurring template.
• Schedule recurring transactions created with a template.

I appreciate your patience as we work through this. If you have any other concerns with recurring templates, please don't hesitate to drop a comment below. Keep safe!

Thanks for the response.  As I mentioned, I have put in a ticket. I am on the list of affected users.  Have been since 3/15/23 with no response back to where we are with this other than receiving the email this morning, almost a month later saying your engineers have determined this is working as designed.  Your response just now states it is ongoing.  As for deleting and recreating the recurring template, we have 1,000(s) of recurring templates.  QB has already asked me to go into each recurring template and update the date. I did. Literally took me 2 days to complete with that being the only thing I did during my full work day.  It did nothing to resolve the issue.

As I also mentioned in my comment above, I have already gone through all the usual troubleshooting such as clearing cache and we checked various other browsers and incognito.  Someone should read the case notes, take this seriously, read thoroughly and get back to me, please.  Screen shots were taken with errors.  So my confusion lies with not receiving a call/follow up just an email this morning saying "nothing is wrong". It is wrong and we need it fixed to avert another disaster of our next quarterly billing cycle.  

Hey there, @KS354 .

Thanks for getting back to this thread and adding a clarification. 

Based on the message that you've received, our engineers considered this as working as designed. Thus, we recommend sending feedback to our developers so they can hear your thoughts.

Did you get any error messages when sending feedback? If so, I'd appreciate it if you can share it with us. That way, we can provide you with the right fix and help send your suggestions through QuickBooks. 

In the meantime, I'd suggest performing the troubleshooting steps that were suggested by my colleague Rubielyn_J. Let's try sending feedback using a private window. 

If it works, let's clear your browser's cache to delete temporarily stored files and free some space on your browser. You can also use other supported, up-to-date browsers to be thorough.

If you're still getting the same results, you can use our test drive samples to send your feedback. Here's our link: https://qbo.intuit.com/redir/testdrive

Please take note this this test drive is in US version, however, you can still send suggestions through this site. Just don't forget to mention the region/country and version of QBO product you're using with.

You can also visit this article for additional insights: How to review your recurring transactions in QuickBooks Online.

We always want to hear your suggestions as we continue developing the product as best for your business. Comment below if you have other concerns with QuickBooks. Take care always.

Hi, 

The recurring transactions is still not working up to date. I have to manage 5 different companies and I have to manually do it 500 times. Please fix this issue

It still doesn't work

I can see how difficult this has been where recurring transactions are not working, Zhishen. 

We appreciate you for providing us with a screenshot to better isolate the issue. There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior. Let's use a different or private browser to view your account. You can use either of these shortcut keys to access one:

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

If it works, go back to your regular browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks. Also, an alternative way is to use other compatible browsers.

If the same thing happens, we can delete and recreate the template. Then, use it to create the transaction manually. For detailed steps, you can make use of this reference: Create templates for recurring transactions in QuickBooks Online.

If the problem persists, I'd suggest contacting our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. Here's how:

1. Sign in to your QuickBooks Online company.
2. Proceed to the Help (?) menu.
3. Click Contact Us.
4. Enter your concern, then select Let's Talk.
5. Choose Start a Chat or Get a Callback from the next available expert.

You can also visit this article for additional insights: Review your recurring transactions in QuickBooks Online.

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. Take care always.

QBO engineers.... for the recurring transactions, the "USE" button should auto advance the recurring transaction to the next date (no matter if its reminder/schedule). it is redundant to utilize the "USE" button and then have to manually go back and "SKIP TO NEXT DATE".

Reading this thread, the consensus is that the "USE" button should let you enter the transaction AND advance to the next date. Can the engineers change the code to make this function work

I recognize how crucial the Use button is for automatically advancing recurring transactions to the next date, @salesAPS. Let me share some information about the product limitation of this feature.

It's important to note that the feature to automatically advance the recurring transaction to the next date is not currently available in QuickBooks Online. Despite this, we highly value your input, as it can influence future updates. Therefore, we encourage you to share direct feedback with our product engineers. 

Here's how:

1. Sign in to your QuickBooks Online account.
2. Click on the Gear icon.
3. Under Profile, select Feedback.
4. Enter your suggestions.
5. Then hit Submit.

You can also track feature requests through the Customer Feedback for QuickBooks Online website.

Additionally, for future reference, I have compiled some resources for managing recurring transactions in QuickBooks Online:

• Edit a recurring template
• Schedule recurring transactions created with a template

In the meantime, if any other concerns arise or if you have additional questions, please don't hesitate to add a reply below. I'm here to ensure you'll receive the help needed.

@Eman_E   No one listens.  I have submitted many feedbacks through the gear icon and nothing changes.  No one listens on this forum either.  Your canned responses just don't solve any issues.