Is anyone having trouble with recurring transactions processing for today May 1st, 2024?

Hi there, userrobynzappy.

Can you tell us more details about your concern? Is there an error message or what happened to the recurring transaction specifically?

We're asking these questions to make sure we're giving you the right steps and information to sort this out.

Please reply to me to share more details. We'll get back to you as soon as we have more information. 

All my recurring May 1st invoices didn't send as well. In fact, they weren't even created. Usually they send in the early hours every 1st of the month.

I'm having the same problem as well. All my scheduled recurring transaction weren't created or sent yet. Usually they send in the early hours every 1st of the month.

I understand how important sending your recurring transactions promptly, Johnny. I've got some information to share with you about this matter.

We've received and encountered similar cases and reports where recurring invoices are not created or sent to their designated customers. To address this concern, I recommend contacting our Customer Support team so they can add you to the list of affected users. 

Here's how to contact us:

1. Go to the Help menu, then select the Search tab.
2. Click Contact Us.
3. Enter a brief description of your concern, then choose Continue.
4. Select either Start a Chat or Get a Callback and start connecting with them.

In the meantime, as our Product engineers look further into this issue, you can manually send the invoices by following these steps:

1. Go to the Gear icon, then select Recurring Transactions.
2. Look for the template you want to send, then click the Dropdown beside the Edit button.
3. Select Use.
   
   
    
4. Review the invoice details, then click Review and Send.
5. Once done, click Send Invoice.
   
   

Moreover, if you want to get the list of your recurring transactions and the accounts linked to in QuickBooks, you can visit this link as your reference: Review your recurring transactions in QuickBooks Online.

Also, once your customer paid their invoices, you can record the received payments in the program to mark them as paid and make your account accurate. 

I'm just a click away if you have other queries aside from managing recurring transactions in QuickBooks. I'll make sure to get back to you to sort things out. 

My scheduled transactions were sent more than 12 hours later than usual.  Usually they send early in the morning on the 1st of the month.  

Hello there, @Kr2578. 

I'd like to provide an update regarding the timing of your scheduled transactions. 

We have changed the timing of when recurring invoices are sent out. While the automatic creation of invoices will still occur between midnight and 2 am PST, the actual sending of the email will not happen until approximately 9 am PST.   

This change is automatic, which means you don't need to take any action.

For more guidance, you can check out these articles:

• Create recurring transactions in QuickBooks Online.
• Schedule recurring transactions created with a template.

Apart from that, here's an article to help you manage invoice payments inside QBO: Record invoice payments in QuickBooks Online.

If there's anything else you'd like to discuss or if you require further assistance beyond managing recurring transactions in QuickBooks, please don't hesitate to let me know.

The majority of my scheduled invoices were not sent on April 1 or May 1.  QBO - is it a volume issue and we should schedule another day rather than the 1st?  We send out over 100 so the change of date is not a small change.

I understand that majority of your scheduled invoices we're not sent using QuickBooks Online (QBO), kad85. Let me share some knowledge that can help you.

As for the impact of the volume of recurring transactions on QBO, there's no transactions limits for recurring invoices. QBO will still process your transactions in batches. If you notice that recurring invoice didn't process follow the troubleshooting steps. 

Here's How:

1. Choose Settings ⚙.
2. Go to Lists and choose Recurring transactions.
3. From the list, find the recurring transaction.
4. Choose Use from the  Edit ▼ dropdown.
5. Check the information about the transaction and add more if needed. Then, click Save template.

 If you notice that recurring invoices was not process, I highly suggest to follow all of the troubleshooting steps on this article: Fix failed recurring transactions in QuickBooks Online.

Also, in addition check this article will help you handle invoice payments in QBO: Record invoice payments in QuickBooks Online.

Feel free to update if you still have other questions with recurring invoices. I'll always keep an eye on this real time. Keep safe!

I am also having an issue as of May 1, 2024 where my recurring transactions do not disappear off the task list after I've received a payment. Has anything been resolved with this issue?

I'm here with an update about why recurring transactions still appear on your task list in QuickBooks Online (QBO), MR601.

QuickBooks has made changes to the timing of sending notifications for recurring transactions. As a result, they'll continue to appear on your task list even after you have received their payment. Furthermore, this occurrence is automatic, and no action is needed on your end. Rest assured that we'll send further communications about it.

Also, would you like to delete an account linked to a recurring transaction? If so, feel free to check out the How to delete an account linked to a recurring transaction section in this article for the step-by-step guide: Review your recurring transactions in QuickBooks Online.

If you need further assistance managing your recurring transactions, let me know in the comment section below. I'm always ready to provide the guidance you require. 

What the Heck is wrong with Quick Books?  Do they have any real world experience working in a small to medium sized business?  Yes when you get reminded to send and Invoice, Bill, Etc. and then you do that very thing by clicking on the create button and then you do that, then send and save it....you OF COURSE want the Reminder removed and move on to the next month...or Do you think customers of a business want to be double invoiced or worse off double debited?.......what is going on at QB...   What is the explanation here for why this problem exists???

Hello there, @Eric99.

I've seen that you've posted twice in this forum with the same concern. Don't worry, I have provided information about the issue where recurring reminders were not being removed from the reminder list page or moved to the next date. Feel free to visit this link: https://quickbooks.intuit.com/learn-support/en-us/banking/re-are-the-recurring-transactions-with-rem...

I'll also add this article to help you get a list of all your recurring transactions and the accounts they're linked to in QBO: Review your recurring transactions

If you have any questions, feedback, or concerns regarding the recurring invoice reminder, please don't hesitate to come back to the Community, Eric. Please let us know any time in the thread. 

Clark do you have an update on this problem? It still exists? Whom do I call?  I would like to know this is acknowledged as needing to be remedied...

I am prepared to:

1.) stay on the line with an expert

2.) share my screen

3.) open a new tab

4.) etc. etc.

So how does this get fixed?

Regards

Have you been able to fix this issue...thank you MR

Hello there, Eric99. I recognize the importance of removing recurring reminders or rescheduling to the next month in QuickBooks Online. I can direct you to the appropriate support to address this issue.

Upon checking here, we've received similar cases or reports of recurring reminders not being removed from the Reminder List page or moved to the next date. If you haven't, I'd recommend contacting our Support Team to add you to the list of affected users and receive timely updates on the resolution of the issue. Here's how:

1. Log in to your QuickBooks Online (QBO) account.
2. Select the Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a summary of your concern, then click Continue.
5. Choose a way to connect with us. You can either choose Chat with us or Have us call you.

I'm also including a resource to guide you on what to do when templates don't run: Fix failed recurring transactions in QuickBooks Online.

Please keep in touch if there's anything else I can do to help you with the recurring invoice reminder. We're always here 24/7. Take care always.

I am having the same issue with reoccurring transactions not going to the next date.  I have called customer support as you have and get added to an open issue with no update pending or being provided.   This is a huge issue!   I see it going back to 2021 in other chats...

I appreciate the time and effort you have dedicated to contacting our Live Support, scottpd. Let me route you to the right direction of support channel to investigate this matter.

Upon checking, the investigation about the inability to update recurring invoice reminders after creating it in QuickBooks Online (QBO) with an associated INV-104174 has been closed. If you're still encountering the same issue, I recommend contacting our Customer Support Team. They have tools to conduct a more thorough investigation and determine the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

Here's how: 

1. Go to the Help icon.
   
2. Select the Search tab and hit Contact Us.
   
3. Click the Ask about something else tab.
   
4. Key in your concern, or directly input the INV-104174 and hit Continue.
   
5. Choose a way to connect with us:
   
   • Have us call you - Get a call from a support expert.
   • Chat with us - Start a conversation with a support expert.

To make sure you receive timely assistance from our support team, please take a moment to review their operation hours. 

Furthermore, once the investigation is closed, you'll receive an email notification. If you haven't received one, please check your spam and junk folders. Alternatively, you can call us directly and follow the outlined steps above.

Our dedicated customer service team stands ready to assist you every step of the way, scottpd. I understand that dealing with technical challenges can bring up negative feelings, and we are here to offer you the support and guidance you need. If you have more questions about managing your recurring transactions, feel free to ask by commenting below. I'll be here to assist you every step of the way.

I am also having an issue with my June 1st recurring invoices. It shows my next occurrence is 8/1/2024.

It's nice to see you here in the Community, Shelley4731. I'd be happy to share some details about scheduled recurring invoices in QuickBooks Online.

In QuickBooks Online, you have the option to create templates for transactions that occur regularly. If you've set up a template to be sent monthly on the 1st of each month, the July invoices might have already been sent out to your customers. As a result, the next invoice is scheduled for August 1.

To adjust the interval settings, you can follow these steps:
 

1. Head to the gear icon at the top-right corner of the screen.
2. Under Lists, select Recurring transactions.
3. Locate the template. Then, click Edit under the Action column.
4. Make the necessary changes in the interval section.
5. Press Save template.

If you need more information about recurring invoices, feel free to explore these resources:
 

• Create recurring transactions in QuickBooks Online
• How to schedule recurring invoices in QuickBooks Online

For future reference, here's a helpful article on how to get a list of all your recurring transactions in QuickBooks: Review your recurring transactions in QuickBooks Online.

Come back to this post if you have any other concerns about recurring transactions in QuickBooks, Shelley4731. The Community is always available to help you out. Keep safe!

It's September 23rd, and I still have problems with recurring templates, transactions, and reminders.  I have called 2 times and spent 1 hour and 20 minutes with zero help from first-level support.  These features are critical to keeping overhead count down as a small business.  Any recommendations from the group? 

I am using QB Online, I found I neglected to click the Automatically Send Email in the Scheduling settings of the invoices that would not send.  Go into each invoice you want to set to recur and then Manage (Gear at the top), Set to automate in the Scheduled box in the Manage area of the invoice.  Once you set them to Automatically Send then you can set its frequency.

You should then see the invoice to be sent in the Recurring Invoices settings as pointed out to in the image in this string.  You can edit the recurring invoices individually in that area if you need to change recipient, service, pricing, etc.

You can see if the recurring invoice was actually sent under the far left navigation Sales -> Invoices -> Status

It is "intuitive" once you set up a couple.

I appreciate you joining the thread, @GreeningWorks. Let me help you get past the recurring features issue.

First, could you let me know the specific problem or error you encountered? Additional information will help me provide a more targeted response to your concern.

In the meantime, I suggest following the steps shared by @kad85. It's essential to ensure everything is set up correctly.

If you haven't already, you can also perform some troubleshooting steps. A cache-related issue is likely causing the problem. First, use a private or incognito window to rule this out. Here are the shortcut keys:

• For Mozilla Firefox browser: Ctrl + Shift + P
• For Google Chrome browser: Ctrl + Shift + N
• For Safari browser: Command + Shift + N

Next, log in to your QuickBooks Online account and try to reuse the recurring feature. If it works, clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, use other supported browsers.

If the problem persists, I recommend contacting our support team again. They have the tools and resources to investigate your situation further.  

I'll also include these articles to help you manage your recurring transactions better:

• Create recurring transactions in QuickBooks Online
• Review your recurring transactions in QuickBooks Online

It's our priority to ensure you can seamlessly achieve your business tasks on our platform. Let me know if there's anything else I can assist you with. Take care.

The issue as I see it "reminders" do not process like the desktop version.   On the desktop version when you processed a reminder it automatically redated based on the rules you have set up.   QBO does not work as a repeated reminder.   You have to manually redate it each time.

Only scheduled transaction process and the date is changed automatically.   But if you need to make changes or adjustments, you cannot.

My work around is to use scheduled transactions, but have workflow send me an email notifying me that a new transaction, for example, an invoice or bill.   I mark the invoice not to send and then manually make the change and then send it.

This is a major issue that continues to be written off as "it is good enough."   It clearly can be done as it worked perfect in desktop.

Please make reminders function like they did in desktop and automatically change the date after use as the scheduled transactions do.