There is no option for me to set up reccuring transactions. I get this message when clicking: We’re sorry! To learn more about this feature, please contact support.

Hi there, @sunita2.

Setting up recurring transactions is available in QuickBooks Online Essentials and Plus. If you're using the Simple Start version, this feature is currently unavailable. 

But if you're using the supported versions, let's get this sorted by running some basic troubleshooting steps to isolate this unexpected result. To start, access your QuickBooks Online and set up recurring transactions in a private browser. This allows you to browse the web in a clean slate.

Here’s how:

• For Chrome, press Ctrl+Shift+N
• For Internet Explorer or Firefox, press Ctrl+Shift+P
• For Safari, hold down Command+Shift+N

If it works, you'll need to clear the cached data on your regular browser to fix performance errors. Sometimes older stored data can overwhelm the system.

If you get the same result, you can also use a different browser like Google Chrome, Safari, Internet Explorer, or Mozilla Firefox.

Keep me posted if you have any other questions. I'll be here to help you further. 

Hi

I have managed to set up recurring for my customers. I have up until 400 recurring customer to process every month to create invoice.

I set my excel to record this per alphabetical order (make my life easier), but when the recurring had been process, the invoices are not in alphabetical order, so for example, i have customer begin with and A with invoice number 19802, then the other customer begin with D have invoice number 19752.

Is there a facility i can use to match what i need? (SAGE have those facility- I used to alter them to match what i need)

Could someone help me on this, please? it made my excel looks untidy :)

Any feed back will be much appreciated

Thank you

Hello Yanti

Thanks for your question.

To look into this further we just need to determine what section are you looking to put in alphabetical order?Are you in sales>all sales and then filtering to invoices?Is it a customer report you run after the recurring templates have ran or are you looking at the recurring templates page itself?

Emma

Hi Emma,

I don't know how to explain this, but i have an examples - as i have processed half of my recurring already.

The report i have so far, for example:

inv. 192123 for 'City X'

inv. 192125 for 'Property XY'

inv. 192126 for 'Detection XYZ'

inv.  192139 for 'Amarie xxx'

so what I need when the recurring had been processed are: the invoice still on numerical order and match to the customers listed on an alphabetical order, ie:

inv. 192123 for 'Amarie XXX'

inv. 192125 for 'City X'

Inv. 192126 for 'Detection XYZ'

inv. 192139 for 'Property XY'

and so on and so forth

I know if i click the arrow on the 'customer list' will gradually be on alphabetical order, but the invoice that follow them will be all over the place.

is this make sense?

Surely there are way to make it tidy, Emma.

Look forward to receiving more input from you guys

Thank you

Thank you for the detailed post Yanti. 

The invoice number is automatically generated when the invoice is created and is associated with the transaction, it would not be possible to change the customer associated with the invoice, i.e. inv. 192123 for 'City X' to inv. 192123 for 'Amarie XXX' without manually opening the invoice and editing the transaction number. 

As it is not possible to setup custom transaction numbers on a recurring invoice template the number will be assigned in sequential order from the last created invoice. 

If you wish to view the report in alpabetical order with ascending invoice numbers as designed this would mean manually editing the invoice numbers after creation which I appreciate is not an ideal solution given the number of these you have. 

Thanks

Hi Thank you for that Georgia,

but it is not physically possible for me to do so! can you image, i have to change 400 to 500 invoices every single month??

This is very disappointing. I thought your team would be able to add the feature on the system to suit customer need

Hey Yanti, I appreciate this entirely. We're always looking to develop the product to reflect the customers needs which is why we have included a feedback tool within every account - you'll find this under the cog wheel. Please leave this feedback here as this will go directly to our developers who are able to implement such changes. 

Thanks :)