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bln907
Level 1

Recurring Transactions automatically sending with "Automatically sent emails" toggled OFF

I have a number of monthly recurring transactions that have been set up with the option to automatically send toggled OFF but are still being sent automatically. 

 

I've tried deleting the template and creating a new one. But again, I had a number of invoices go out automatically at 1am that are all toggled OFF for automatically sending. 

 

I've spoken with QB support twice about this now. QB Support, I believe, created an "Investigation." 

 

Anyone else have the same or similar issue? Any info on how to solve this? I am not confident I will see results from speaking with QB Support over the phone. I have been on the phone for a total of 3 hours at this point and I still do not have a solution or any information about them actually looking into it to fix the issue.

2 Comments 2
bln907
Level 1

Recurring Transactions automatically sending with "Automatically sent emails" toggled OFF

"Automatically send emails" is toggled OFF in the template options. (adding to correct typo in the subject line)

RogelioL
QuickBooks Team

Recurring Transactions automatically sending with "Automatically sent emails" toggled OFF

I can see how important it is to maintain control over your recurring transactions. Let's address this concern and keep you informed about the ongoing resolution.

 

To start, please know that this behavior, where recurring transactions are sent despite having "Automatically send emails" toggled off, is part of an active investigation (INV-113749) by our engineering team. Rest assured, they're working on resolving the issue and will provide updates as soon as possible.

 

While this is being addressed, I recommend deleting the current recurring templates to prevent them from being sent automatically. In the meantime, you can create and send invoices manually.

 

Once the investigation is resolved, it's a good idea to recheck your recurring transaction settings to ensure the "Automatically send emails" toggle is functioning correctly.

 

Additionally, you might want to check out this article to learn how to manage your recurring transactions:

 

I appreciate your patience as we work on resolving this issue, and I'll be here to assist you further with recurring transactions or anything else QuickBooks-related. Keep me posted, and we'll ensure this gets sorted.

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