Recurring transactions automatically closes after 2 times

Thanks for reaching out here in the Community, @dl010.

I see the impact this situation has on your business and I'm here to help you resolve this issue by walking you through some troubleshooting steps for your browser.

To begin, please log into your QuickBooks Online account using a private or incognito browser window. Sometimes, issues with the browser's cache can cause QuickBooks Online to load incorrectly, which may affect the recurring transactions.

The following keyboard shortcuts can launch an incognito window or private browser :

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

If this resolves the issue, I recommend clearing your cache and cookies to update any website settings that could potentially conflict with the program's functionality. If not, you can switch to a different supported browser that is compatible. 

I've also added this article where you can easily access a list of all recurring transactions along with their associated accounts: Review your recurring transactions in QuickBooks Online.

Additionally, you can refer to this article to help you personalize and manage your transactions in QuickBooks Online: Customize invoices, estimates, and sales receipts 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. 

Thanks for the response!

However, I am using QuickBooks desktop app, not a browser.

I tried private browser on Microsoft Edge, the same problem is there.

Go to recurring transactions windows.  Click "use" on one template.  Click on close X button.  Click "use" on same or another template.  Click on close X button.  The recurring transaction closes out and I am sent back to the company window.

This bug is so inconvenient because I need to create 40 invoices, and I'm starting recurring transaction screen 20 times, scrolling to find the last one used, then create my invoice from the template.

I recognize the need to address this issue when creating recurring transactions in the QuickBooks Online (QBO) desktop app, dl010. I'm here to ensure we can fix this matter with assistance from the appropriate support.

Since the issue persists even after utilizing a private window, I recommend contacting our customer support team during their support hours to report this behavior. They have all the necessary tools and expertise to thoroughly investigate this case. They can also provide the most relevant resolution and workarounds so you can make recurring invoices simultaneously.

Here's how:

1. Visit this page to log in to your QBO account: QuickBooks Online Login: Sign in to Access Your QuickBooks Account.
2. Click the Help (?) icon, then choose the Search tab.
3. Select Contact Us.
4. Determine how you would like to connect with an expert: Start a chat or Get a callback.

Alternatively, you can reach our support through this page: Contact Us. From there, please select the product you're currently using, follow the on-screen instructions, and provide all the needed information.

On the other hand, you can utilize this material for the detailed steps when you're ready to receive customer payments and track these amounts: Record invoice payments in QuickBooks Online.

Please consider revisiting the Community whenever you have questions or need further guidance when creating and managing recurring invoices in the QuickBooks Online desktop app. We always have your back.

I am having this same issue, as I have the same process when invoicing customers.

I too am having this issue.  In the past I could "use" the template, create the invoice, send and close, and I would be taken back to the recurring transactions window.  Now I create 1 or 2 invoices and after sending, I get sent back to the main Quickbooks online page.  This is maddening when I have to create dozens of invoices on the 1st and 15th of every month.

Additionally, every time I USE a recurring transaction and go to send it, I get this message:   EDIT THIS INVOICE?  This invoice is part of a recurring series. Do you want to apply these changes only to this individual invoice?

Hello there, @partners215, @ricci. 

I recognize the need to address this issue when creating recurring transactions in QuickBooks Online (QBO). I'm here to ensure we can fix this matter with assistance from the appropriate support.

Have you tried the troubleshooting steps recommended by the previous representative to address this issue? If you have attempted those steps and yet, if the issue remains after trying please reach out to the Technical support team so they can further investigate this behavior.

Here's how you can connect with our support team:

1. Click on the Help button inside QuickBooks Online.

2. Select Contact Us.

3. In the description field, enter Account Status, then select Let's talk.

4. Click Get a Callback to connect with our team.

Please check out our support hours to ensure we can address your concerns promptly.

For future reference, you can check out these articles to help you edit or duplicate the template.

• Duplicate transactions when using a recurring template
• Learn how to change a recurring transaction template in QuickBooks Online.

Regarding the Edit This Invoice pop-up message, I want to clarify that it serves as a reminder that the invoice is part of a recurring series. The message prompts you to confirm if you wish to apply changes only to the individual invoice or to the entire recurring series. It is designed to ensure that any modifications made align with your intended actions and do not inadvertently impact the recurring template.

Stay in touch with me if there's anything else you need about recurring transactions. I'll be right here to help you.

The solutions to clear the cache, use a different browser, or use incognito mode seem to be offered up for every problem users experience in Quickbooks online.  Of course, I continue to try these every time I post an issue, but they NEVER solve the problem.  Contacting support is a 1 to 2 hour ordeal.  I'll try support when I can carve out time in my day. 

I am having the same exact issue! This is so frustrating! Has anyone found a fix for this yet ? Or why it just started happening ?

Same issue here! What’s the fix for this? Anyone have any luck?

Acquiring a fix with the recurring transaction is essential in your business, JOJO99. Allow me to pinpoint the reasons and solutions to get you back on track in QuickBooks Online.

The issue can occur due to various bases. Here are the possible reasons that interfere with functionalities in QuickBooks Online:

• The outdated browser can cause bugs or glitches in QuickBooks versions.
• Overloaded cache files.
• Conflicts with other features or integrations can also cause the issue.

One way to fix this is through browser troubleshooting steps and clearing cache files.

If you've already performed the steps provided by my colleague above, I recommend contacting our QuickBooks Online Technical support team. Our representatives possess the necessary tools to help correct issues like recurring transaction and provide additional fixes.

Follow the steps below:

1. Log into your QuickBooks account.
2. Click the Help option in the upper-right corner.
3. Tap the Contact Us button.
4. Choose a topic from the boxes or tap the Ask about something else box.
5. Next, state your concern in the box. Example: Recurring transaction concerns. Then, press the Continue button.
6. After that, select between the two options: Have us call you or Schedule an Appointment.

Also, here's how to view all your recurring transactions in one location, open the Recurring Template List report. This report will show you which accounts are associated with each transaction in your chart of accounts.

I wanted to ensure everything is fine while navigating your recurring transactions in QuickBooks. I'm here if you need any more help or guidance.