Recurring Transactions

Hi Mark, thanks for your post :) 

We don't currently have any reported issues for this on our side, are you able to see the correct full details when selecting 'Edit' against the template, is it only when selecting 'Use' that the data is removed? 

To troubleshoot I'd be grateful if you could log in to QuickBooks via an incognito browsing window to verify if the issue persists there. - Thanks!

Hi Georgia

Thank you for your reply 

Yes, if I go into EDIT, the addresses are both correct. I go into USE and they are not.

I would gladly log into QuickBooks via an incognito browsing window if you could let me know how to do that.

Kind regards

Mark

Great thanks for clarifying Mark, though this should of course show when using. 

To open the incognito window on Google Chrome, please select the 3 dots in the top-right of your browser > new incognito window on the drop-down or by pressing Ctrl + Shift + N on the keyboard. If you're using Firefox or Microsoft Edge you can press Ctrl + Shift + P to open this. 

Thanks :) 

Ok all done 

I'm sorry, I will have to try to sort this out tomorrow as I have to go down to wait for the courier.

Thanks for your help so far

Mark

No problem, please get back to us below once you've been able to check that and we'll pick this right back up with you. :)

I'm having the same problem. Incognito did not help. 

Hello CompCoa, thanks for posting on this thread, what web browser are you currently using? Have you tried a different browser to see if the same thing is happening in there for you if not could you please try and let us know if you still have an issue with it. 

I am typically using chrome, and just tried Safari with the same results. My co-worker uses the QBO desktop app and had the same issue. 

I also tried making a new memorized transaction just to see if the old data was corrupted some how, but it didn't fix the problem. 

Hello @CompCoa,

Since the issue persists after following the suggestions above, I'd recommend contacting our Customer Care Support.

With their tools, one of our specialists can pull up your account, securely, and create a case or ticket ID to be submitted to our engineers for further investigation about this unexpected behavior. To do so:

1. Go to Help.
2. Select Contact Us.
3. Enter Incorrect details when using recurring transactions in the What can we help you with? field.
4. Click Let's talk.
5. Choose a channel where you wish to connect with our dedicated support.

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Sales and Customer for QuickBooks Online.

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

Already did this yesterday - haven't been called yet.