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?

Hi there, @Lcan. 

There are a few different reasons a recurring transaction won't recycle. However, the most common reason is due to the template not working properly. I'm including a couple of things you can do to try and repair the issue below. 

First, let's check that recurring transaction is set to scheduled. Recurring templates will only create transactions automatically when the type is set to “Scheduled” and the template has not reached its end date or maximum occurrences. Here's how:

1. Go to the Gear Icon.
2. Under Lists, choose Recurring transactions.
3. Find the template for the transaction that wasn’t created. Then, in the Action column, hit Edit.
4. Make sure the Type is set to Scheduled, and End is set to None, or the appropriate end date or number of occurrences.
5. Select Save template.

If everything seems to be set correctly, let's see if the tax code has changed. If some item or tax code used on the recurring template is changed indirectly, the template should update automatically to use the new info. 

However, there are some instances when an error occurs and the sales tax used needs to be re-saved on the template.

If continuing to have issues with recurring transactions, it may be that the template is damaged and needs to be recreated. 

If this is the case, please follow the guided steps in Fix failed recurring transactions in QuickBooks Online.

Please don't hesitate to let me know if you have any questions or concerns that I can assist with. Take care! 

I don't want the transactions to be scheduled.  Also, it doesn't just happen to one recurring transaction, it happens quite often.

Quickbooks said they would fix it but they have not.

I don't want the transactions to be scheduled.  Also, this happens to multiple different recurring transactions.  Quickbooks said they would fix it over a month ago and still have not.

This is not the kind of service we want you to experience, @Lcan. Let me chime in so you can use the recurring transactions seamlessly in QuickBooks Online.

I agree with what my colleague mentioned above. The recurring transaction templates may be the reason why the program cannot recycle transactions properly. With this, I recommend deleting these transactions and recreating them. Before doing so, ensure you review the contents of the transactions carefully before deleting them to avoid any mistakes.

Next, you can start recreating the transactions. Since you don't want the Scheduled recurring transactions, you can choose the Unscheduled or Reminder in the option. 

Here's how:

1. Go to the Gear icon, then select Recurring Transactions.
2. Click the New button, then select the transaction type in the dropdown menu.
3.  Select OK.
4. Enter the Template name.
5. Select an Unscheduled or Reminder in the Type dropdown menu. 
6. Fill in the necessary fields, then select Save template.

Moreover, here's an article that will help you manage your recurring transactions in QuickBooks Online. It shows a list of these transactions along with the accounts they're linked to: Review your recurring transactions in QuickBooks Online.

You're always welcome to comment back if you have other questions about managing your recurring transactions or have other QuickBooks-related inquiries. The Community will always be ready to lend you a hand. 

Did you get this resolved?  I am having the same issue. Always after the second selection on the recurring transaction page. Once the second transaction is completed the screen will go back to the recurring transaction page very briefly ( about 1 second) and default back to my dashboard. Very frustrating as a do a lot of data entry from that page.

I did not get it resolved.  I am deleting my recurring transactions and reentering

them as I get time.  I’m not sure if that will solve the problem.

Hello there, @sjo2.

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.

Please know that this is a top priority for us. It will continue to be so until resolved.

I encourage you to contact our Phone support team. They can add you to our notification list, and you'll receive an email notification once an update is available. 

Here’s how:

1. Sign-in to your QuickBooks Online company.
2. Click Help (?).
3. Select Assistant tab to get started and get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.

You can then choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

For future reference, you can read this article to help you record invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

Feel free to comment below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

I have talked to support twice now regarding this challenge in reoccurring transactions. It has made my work more cumbersome and frustrating. I know that this is a “First World Problem” but still…..

I contacted support about this problem today.  I have hoped that over the past new months (for me, it's been an issue since Nov 2023) they would fix the problems with Recurring Transactions.

The support person is going to have an engineer look at by the "Previous Date" is not populating.  Maybe something will get fixed?

I understand the inconvenience this has caused you, Bethel. Your concern is valid, and we will bring it to the attention of management to improve our customer service.

We suggest contacting our QuickBooks Online Support team again and asking for a follow-up about the progress of your case regarding the Previous Date not populating issue. They can provide you with the latest updates on the problem you are facing and assist you in updating if there's a solution available. To get in touch with our support team, please follow these steps:

1. Sign in to your QuickBooks Online company.
2. Go to the Help icon.
3. Click the Search tab and select Contact Us.
4. Provide a summary of your concern and click Continue.
5. You can choose either to chat with us or have us call you.

Moreover, if you are still encountering the issue with the recurring transactions list refreshing, please know and be assured that our engineering team is actively working to resolve this issue, and we anticipate providing you with an update soon.

Furthermore, consider checking this article to help you learn about managing your recurring transactions in QuickBooks Online (QBO) as it shows a list of these transactions along with the accounts they're linked to:  Review your recurring transactions in QuickBooks Online.

I've also included this extra guide to help you learn how to fix recurring transactions that failed to run in QuickBooks Online: Fix failed recurring transactions in QuickBooks Online

Don't hesitate to reach out to us if you have further questions about recurring transactions in QBO. I'll be of help. Best regards. 

Where are we with the resolution to this issue? It adds quite a bit of time to my process as I use my recurring transactions frequently. 

It appears that no one within quickbooks intends to do anything about it.  Still no resoloution. 

I hear your sentiments, sjo2. I'm here to ensure you'll be able to use your recurring transactions.

Before anything else, may I know what specific issue you're having when you're trying to run a recurring transaction? A screenshot of the exact issue would be a great help.

In the meantime, check your transaction's settings to ensure everything is in place. Kindly follow the steps below to check the needed transaction: 

1. Go to Settings.
2. Under Lists, hit Recurring transactions.
3. Find the recurring transaction.
4. Navigate to the Edit dropdown and click Use.
5. Review the transaction details and add more if needed.
6.  Select Save template.

Additionally, I've included these articles to help you review and fix failed recurring transactions: 

• Review your recurring transactions 
• Fix failed recurring transactions

For future reference, you can read this article to help you record invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

Feel free to comment below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

Yes, it's annoying.  It automatically closes out the reoccurring transaction list and you have to open it to be able to continue.  I also don't like that I can't select multiple payments at once and have to do them individually.  My desktop version I just click a box just like in the pay vendors screen.

I am having the same problem. It added about three hours to my data entry last night. You can click on 2 recurring items and then it send you back to the prior screen. You then have to click on the gear icon and scroll back to where you were at in the list just to be kicked back out after two more entries. What a joke. Please fix this. I

Same issue, but I noticed that if you have the tasks widget on your home dashboard, the recurring entries that are due based on the days settings show up there once a day.  You can select/process them individually or create the entire batch all at once.  It then updates the reminders list accordingly.  If I use the reminders list to drive the process, then I have the same issue as outlined in the above thread.

Hope that helps some of you.

Mine are unscheduled so I still have the problem.  They were supposed to be working on it 6 months ago but nothing has changed.

Lcan any resolution yet? I am having all the same issues basically....absolutely ridiculous...please let me know when you figure out a solution...even if it is with another provider...adding hours of extra work and stress is not a long term solution for me...I am shocked this is not being taken seriously..I don't understand...Regards..

We are having the same issue.  Also a new issue for our scheduled transactions, when I go in to edit the transaction, it doesn't advance to the top of the screen when saved and it also doesn't update to the new amount.  This is causing so much extra work.  Any help would be appreciated!

It is almost unbelievable how bad this has become...and we continue to wait for a response that agrees this is a problem and when to expect a fix and resolution...please let me know as well if you figure out something that fixes the issue or another direction that you prefer...

Hello, Dwpllp. I'm here to lay down a few suggestions to help you fix the recurring transactions issue.

The issue happens when QuickBooks Online has system updates that need to take effect. With this, I recommend logging out and logging back into QuickBooks Online (QBO). Doing so refreshes your account.

If this issue persists, I suggest accessing QBO via a private window. It'll help us determine whether this is a browser cache-related issue. The search engine you regularly use when working on your books utilizes cached data to load web pages faster. However, excessive cache can lead to problems that cause QuickBooks performance to degrade and affect the account's functionality.

When using incognito mode, it'll assist us in determining its exact cause since this doesn't save your browsing history and doesn't accumulate cache. Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

Once logged in, modify the recurring transaction and save it. If it works,  clear the browser's cache. Doing so improves system performance, fixes program problems, and frees storage space. Using other supported browsers also helps us verify if this is a browser-specific problem. 

Additionally, QuickBooks allows you to set up automatic payments for recurring invoices. It ensures your customers pay you on time and without any hassle.

Would you like some assistance in managing other information? Or do you need to work on invoices, vendors, reports, and other entries? Let me know, and I'll help you some more.

I tried Edge as well as chrome with all data cleared and also incognito in chrome with same results.  I use 2 recurring transactions and QB returns t the last screen I was on before entering the recuring transaction screen.

Its time for QB to resolve the issue!!!

Hello there, David. I'll point you in the right direction to get the recurring transaction page sorted out inside QuickBooks Online (QBO).

Before anything else, it isn't the experience we want you to have when managing recurring transactions. Since you already tried troubleshooting some basic troubleshooting methods, I recommend getting in touch with our Customer Care Team. This way, they can connect with you or access the account in a secure environment to conduct further investigation to determine the root cause of the problem. I'll outline the steps to get you going:

1. Access your QuickBooks Online company.
2. On the top-right corner, select Help (?).
3. Select either Assistant or Search. Depending on what you choose you can click Talk to a human, connect by starting a chat or Get a callback.

For more information, please see this page: QuickBooks Online Support.

Also, I'm providing this handy article to help you modify existing recurring template and create personalize sales form inside QBO:

• Edit a recurring template in QuickBooks Online.
• Customize invoices, estimates, and sales receipts in QuickBooks Online.

As always, you can visit the Community space anytime if you require assistance handling templates or transactions inside your company file. Our team will be around to lend you a helping hand anytime time. Stay safe.

In my clients QBO, the recurring transactions are all set as reminders, since the amount varies.  In the past I was able to see what was coming up on the Dashboard.  Now, they are not showing on the dashboard and the dates are not changing once I "Use" the recurring transaction under the gear icon.  Losing faith in QB and am seeking other alternatives!