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paul72
paul72
Level 6
October 25, 2019
Question

Bug in Recurring Transactions?

  • October 25, 2019
  • 1 reply
  • 1 view
No text available

1 reply

paul72
paul72Author
Level 6
October 25, 2019

Bug also in posting!!

 

Actual problem is this...

I use recurring transactions as invoice templates - one template per hired item.  When the hired item goes to a new customer, I edit the template (recurring transaction) & save.

 

On a few occasions, after printing, I've noticed that the old customer address has been printed rather than the new customer address.

"New Customer Name"

"Old Customer Name"

"Old Customer Address"

 

Not only that but customer address details (in the Customer Info page) has been overwritten - so all historical invoices for that customer now show the wrong address.

 

I have only be using QBO for 6 months or so (God, I miss QB Desktop 2005!)

 

The issue has appeared on different templates & with different customer.

I am certain that, when I saved the template, the customer info was correct.

 

Next time will try to Duplicate Template rather than Edit - maybe that will remove the bug.

 

Anyone else had the problem?
Any other workaround other than above?

 

Many thank.

E
EmmaM
Level 10
October 25, 2019

Hello Paul

 

Thanks for contacting the Community.

 

Can we just confirm when you are editing the recurring template is it after the invoice has been created for the next date that you are going into the invoice created for that date and doing a print preview and it is showing the old customer information or are you selecting the use on the template itself to create an invoice straight away and the print preview shows the old information and changes the customer information as well in the customer details?

 

Could you provide a screen shot of what you have in the template and what you are seeing in the print preview(you can block out part of the address if you do not want it all to be visible)so we can investigate this further as we have been unable to replicate this

 

Thank you

 

 

Emma

paul72
paul72Author
Level 6
October 25, 2019

Hi paul72, 

 

 

Thanks for detailing the issue further. We'd appreciate if you could return to this thread with the screenshots attached if you do happen to notice this again in the future. 

 

As a troubleshooting step, the next time you change a detail on the recurring template we'd recommend clearing the cache on the browser for all time after you have made the edit, and then fully close and re-open the browser. After this, sign into QuickBooks, open the recurring template and manually press the 'Save template' button again. This will test if the problem is a cache-issue causing details to be retained in the back-ground. 

 

Its also worth checking you are using the latest versions of Google Chrome as this is the supported browser for QuickBooks Online.

 

 

Thanks :)


Thanks GeorgiaC - will do.

 

Yes - I only use Chrome (which autoupdates) to access QBO.

I'll try clearing the cache but I do this every few days anyway (& I have Chrome set to clear cookies & site data on close) so there's never a great build up.

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