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Workingfromhome
Level 2

Recurring invoices are being edited with out my permission

I'm not sure why I can't find a "report bug" option anywhere, but if someone knows how to do this, please let me know.

 

Anyways, this is more a bug issue. 

I have many recurring invoices set up in my account to be created and emailed out automatically on the first of each month. I work for a software company, so we do not charge tax on many customers that would otherwise be billed tax for other items, but not on the software. We also sell retail items, and these items do get taxed. An example would be, California - No tax on software, yes tax on retail items (ie signs, stickers)

 

I have this set up in their recurring template for their software service as no tax. The line item in the invoice does not have the tax box selected. The recurring template is then saved. 

All of a sudden on some random month, tax will be added to the recurring invoices. Out of no where. I am unable to have eyes on the thousands of invoices that go out each month, so most of the time the customers are the ones catching this issue, and some are not being caught for months.

Why is this happening when I did not go in and change anything in the template?

 

I can't go in and turn of tax completely for a customer because they DO get taxes on some items.

 

Is anyone else having this issue? I have attempted to call and talked to many people at QB and then it just died and I never got a call back. 

2 Comments 2
JeraldR
QuickBooks Team

Recurring invoices are being edited with out my permission

I understand this can be concerning, especially for those invoices that shouldn't be subject to taxes.
 

You can try pulling up the Audit Log to see any history changes made in your invoices. Here's how:
 

  1. Navigate to the Gear icon.
  2. Under Tools, select Audit Log.
  3. Filter the Users, Events, or the Date changed. 
  4. Click View to see the history.
     

If you have verified that there are no changes made. I recommend reaching out to our Live Support team again to follow up on your previous case and check if there are any updates. Here's how:
 

  1. Go to the Help icon in the upper right corner of your screen.
  2. In the Search bar, type Contact Support to display the option.
  3. Select the Contact Support option.
  4. Choose your preferred method of communication.
     

Also, here are our support hours:
 

Solopreneur, Simple Start, Essentials, Plus
 

  • M-F 6 AM to 6 PM PT
  • Saturday, 6 AM to 3 PM PT
     

Advanced
 

  • any time, any day.
     

Let us know in the comments below if you have any other questions about QuickBooks. 

Workingfromhome
Level 2

Recurring invoices are being edited with out my permission

So, 

Reach out to support is the solution? I have already done that many times with no resolution.

Thanks

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