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Larry V
Level 2

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

Then fix it!

Larry V
Level 2

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

And QB is more than happy to continue raising the prices!

MAnneJ
QuickBooks Team

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

I appreciate you joining the thread and providing details about your issue, Larry. I know how precious time is for everyone. Let's navigate together to get this sorted out and get you back to business.

 

The recurring transactions will show on the dashboard. However, since you can't see it, we can perform browser troubleshooting to see if this is a browser-related error.

 

You can use the following keyboard shortcuts based on what type of browser you're using:

 

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

 

If there's no error while using the private browser, you can use your regular browser and clear your cache to start fresh.

 

On the other hand, regarding the error about the dates wherein they're not changing, please know that we have an ongoing investigation INV-104174. With this, I recommend contacting our QuickBooks Online support to have yourself added to the list of affected users.

 

Moreover, you can check out these articles that can help manage your recurring transactions:

 

 

I'll be on the lookout if you need further assistance managing your recurring transactions. Have a good one.

travisprentice
Level 1

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

Same issue for months now.  

This is adding hours of additional work every time I need to send invoicing.

Also having to click 3 times to send 1 invoice from recurring transactions list is frustrating.

But then to get kicked out of the recurring transactions list over and over again is ridiculous.

QUICKBOOKS please fix this issue.

 

Looking at alternative bookkeeping options at this point.

 

AbegailS_
QuickBooks Team

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

Hello there. Travis. 

 

Thank you for bringing your recurring transactions issue to our attention. I can see the urgency of fixing the issue that you've been experiencing for the past month.

 

Rest assured, we want to resolve this issue for you as quickly as possible. To ensure that you receive the best support possible, we will route you to our top-tier support team. They have the expertise and resources to investigate and address this recurring transactions problem thoroughly.

 

Here's how:

 

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
  3. Enter a short description of your concern and press Enter.
  4. Click on I still need a human.
  5. Hit Contact Us to connect with our live support.
  6. Choose Get a callback.
    help.JPG

 

To ensure you'll be assisted on time, please see our support hours.

 

 

You can read this article for more details of the process: How to handle a recurring transaction that did not run.

 

If you want to see all the recurring transactions in one place, open a Recurring Template List report. You will know which accounts they're linked to on your chart of accounts.

 

Feel free to click the Reply button below if you have questions about recurring invoices. I'm always here to help. 

Aqua Vision
Level 1

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

Joining in on the long list of users who are getting fed up with this stupid bug in the QBO system. I process a lot of invoices weekly, and they are all set up as unscheduled recurrent transactions. I am also having the same annoying issue of getting kicked back to the dashboard after the second invoice I process. Seeing that this has been an ongoing issue for a log time I am not feeling very optimistic that there will be a solution which is sad because it was caused by QBO so why can't they fix it?!?!? Having to go in and recreate every recurrent transaction all over again is ludicrous and will take me weeks to accomplish. It's absolutely ridiculous that this issue can't be resolved. 

LeizylM
QuickBooks Team

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

Dealing with recurring transactions that unexpectedly kick you out of the workflow can be incredibly challenging, Aqua Vision.

 

We have an ongoing investigation about getting kicked back to the dashboard after the second invoice is processed. Rest assured that our engineers are doing their best to fix it.

 

I recommend contacting our customer care team so you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. 

 

Here's how to reach them: 

 

  1. Click the Help menu in the upper-right-hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Select Contact Support Team.
  4. Type again Talk to a human and click Contact Support Team.
  5. Choose a way to connect with us.

 

I'll be right here to continue helping if you have any other concerns about recurring transactions in QBO. Assistance is just a post away. 

sjo2
Level 2

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

Quickbooks knows my specific issue and assured me they are working on it,

 

"Currently, there is an ongoing investigation about dealing with recurring transactions that goes back to dashboard automatically in QuickBooks Online. Rest assured that our Engineering Team is dedicated to working for them to implement a solution that will fix this issue." 

if they were working on it there would be a solution by now.  Its not rocket science. 

Now in addition to having to reselect recurring transactions every 2 invoices and paging through the transaction lists I have to Click Save multiple times to save a sales receipt because of a calculating sales tax delay. Even though there is no sales tax to calculate.

LouiseG
QuickBooks Team

Does anyone else have a problem when using recurring transactions that it keep going out of recurring transactions and you have two extra clicks to get back into it?

I recognize the urgency of getting this fixed, @sjo2.

Please know that we're unable to provide a fix as our product engineers are still closely working towards a permanent solution. Rest assured that you'll l be notified through email whenever an update is available.

Regarding your second concern, let's perform some troubleshooting steps to determine if this is a browser issue. At times, the browser stores frequently accessed data, and unusual behaviors in any online platform, including QuickBooks Online (QBO, can cause a data issue with your browser.

Let's access your account using a private browser by following the keyboard shortcut keys below:
 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N
     

If it works, return to your regular browser and clear its cache to refresh the website's preferences. You can also utilize another supported browser to optimize your QuickBooks experience.

Moreover, here's an article that'll guide you to learn how to fix recurring transactions that failed to run in QuickBooks Online: Fix failed recurring transactions in QuickBooks Online.

If you've got more concerns about your recurring transactions, feel free to leave a comment below. We'll keep an eye out for your reply.

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