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Level 1

Some of my recurring transaction templates disappear

7 Comments 7

Some of my recurring transaction templates disappear

Let's check if the templates were deleted, phans55.


We can open your Audit Log to see if we can find entries for the deleted recurring templates.


Here's how:

  1. Click the Gear icon.
  2. Under Tools, select Audit Log.
  3. Click the Filter button in the upper left-hand corner.
  4. Under Users, select All Users and filter the Date.
  5. Under Events, check the box for Recurring templates.
  6. Click Apply.

If the templates were deleted, you'd have to recreate them. If they weren't, then let's try some browser troubleshooting steps.


Here's how:

  1. Refresh your browser first by clicking the Reload button in the far right of the QBO URL.
  2. Close and reopen QBO to start with a clean slate.
  3. If the behavior persists, open your QBO account in a private browser to see if all your recurring templates are showing.
  4. If it works, go back to your previous browser and clear the cache.

Keep me posted with the results after trying out these steps. I'll be right here if you need anything else.

Level 1

Some of my recurring transaction templates disappear

What if the templates were deleted?  Is there a way to restore them? 


Some of my recurring transaction templates disappear

We're unable to restore a deleted recurring template, BenFaux.


You'll need to manually recreate them by following these steps: 


  1. Click the Gear icon and select Recurring Transactions.
  2. Click New in the upper-right hand corner.
  3. Select a transaction type and click OK.
  4. Set up the template and click Save Template.

If you have a copy of transaction that was created using the recurring template before it was deleted, you can open it up and create a template from it. Here's how:


  1. Look for the transaction and click on it.
  2. Click Make recurring in the bottom part of the transaction.
  3. Set up the template and provide the necessary details.
  4. Click Save template.

Let me share this article as well that talks about managing recurring transactions in QBO: Create Templates For Recurring Transactions.


I'll be around if you around if you require additional guidance while working in QuickBooks. We're always here to help.


Nicky Morrison
Level 2

Some of my recurring transaction templates disappear

This just happened to us. They did some type of reset and now my client screen is different. None of the columns can be resized. If you look at a client invoice, it does not automatically open, instead taking you to a side-screen that has an edit tab, more steps. If you want to view a client's recurring it takes you to the list that has ALL of your clients on recurring and you have to search again, more steps. AND to add insult to injury, a bunch of our recurring invoices to clients have disappeared. This will take three of us a week to audit all of our clients to make sure they get billed. Thank goodness we did a small random audit and caught some. I have called three times in the past couple of weeks, spent 10 hours on the phone with them and got no where.... oh, but they will escalate. Of course, not a word back. 


Some of my recurring transaction templates disappear

Hello there, Nick.


Auditing changes to the company file takes time and effort to ensure the account is error-free. Allow me to step in and assist you with your data concern in QuickBooks Online.


Since you've already contacted support and escalated the issue, I recommend contacting our QuickBooks Support Team again. This way, you can follow up and get real-time updates from our support.


You can provide your case number to the next representative to streamline the process. You no longer need to explain the issue all over again.


Our support for Plus, Essentials, Simple Start is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). For Advanced, any time, any day.


Here's how you can reach them:


  1. Click the Help tab in the upper-right corner.
  2. Go to the Assistant tab.
  3. Click Get help from a human.
  4. Choose Chat with us or Have us call you.


We keep track of your activities in the audit log to see changes to your books and what users did. Feel free to bookmark this link for your reference about the feature in QuickBooks: Use the audit log in QuickBooks Online.


We're a post away if you have any other questions about recurring transactions or managing data. We'll be sure to help you out in this space. Take care. 

Nicky Morrison
Level 2

Some of my recurring transaction templates disappear

Thank you Alcaeus, 

I have reached out several times, the issue gets escalated but I don't hear back. I called again today the response from 'Tier 2' via the poor front line service lady, is 'just go through all of your clients each month and make sure the recurring is still there." We have 2000 clients! This will take two employees, two days each month to complete. Who pays for this. It is why we have an accounting program to that we didn't have to worry about manually billing every month. Is there a solution in the works because the people today clearly did not care? My rates have gone from $46.50 to $103.95 and now to $114.45 a month and Quickbooks is so much less efficient. 

Alex M
QuickBooks Team

Some of my recurring transaction templates disappear

Hello again Nicky Morrison,


It's important that you have access to the tools you need in order to manage your business. QuickBooks Online is a great tool able to help you keep track of sales and expenses so you can view the profit of your business. I can point you in the right direction for assistance.


I appreciate the time you've already spent trying to resolve this. For further assistance after trying the rest of the steps in the above thread, I recommend reaching out to the support team again. They'll be able to analyze the audit log with you to see what happened to these templates, as well as collect the necessary information to notify the engineers of the issue. You can reach them using these steps:


Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.


If you have any other questions, feel free to reach out here.

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