Custom field in recurring transactions.

I've got you covered, JenniferCTP. It's my priority to ensure this gets resolved.

May I know about the new payment method added to the transactions? Are they all the same? A screenshot of this would also be a great help so we can further investigate.

For now, I'd recommend checking the audit trail. This way, we can verify if someone made changes to your books. Here's how:

1. Go to the Gear icon and then select Audit Log.
2. Select Filter.
3. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
4. Click on Apply.

If you haven't found any, let's try accessing your QuickBooks Online account via a private window. By doing so, we can determine if the changes are caused by a browser-related issue. Here are the keyboard shortcuts: 

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

If the method goes back to the old details, I'd suggest clearing the browser's cache. This ensures the program performs efficiently.

You can also access your account using other supported browsers. They provide the best and most secure experience with QuickBooks. 

In case none of these fixes the problem, let's try deleting and recreating the custom field in the recurring transactions. This helps us further rectify the issue.

Additionally, I've included an article that'll guide you on how to modify your recurring transactions in QuickBooks Online. This ensures all the details added are accurate: Edit Templates.

Feel welcome to get back on this thread if you need assistance in dealing with your other QuickBooks tasks. I'm always here to help you.

Hi Charlene,

Thank you for your reply. Of the 52 vendors where I use the custom field, it looks like only two of them were changed. It just happened to one that I know how he gets paid and if he gets paid some other way, he gets really angry.  Both of the vendors affected had the custom field "BofA Tsfr." One vendor was switched to Zelle and the other was switched Bus Svs ACH, and all of their bills were changed back to 10/1/21.  I already edited one, but here's a screen shot of the other. There is also a screen shot of the pay with field where you edit the vendor's information, but it looks like I can only attach one file to my reply, so I will start a new reply.   

Here's the screen shot of the Pay With field in the vendor's edit screen.

I already edited their recurring transaction back to the way they are supposed to be.  I use a lot of recurring transactions and have for years, so I am very familiar with how they work and how to edit them.

I also already checked the audit trail, and it doesn't show anything except all the transactions that Melio makes, which has my audit trail very messed up.  Here's a snip. Believe me, I didn't edit all of the bills repeatedly throughout the night! However, this is an issue for another conversation.

I use Google Chrome and clear the cache frequently.  This seems to be a favorite default of the cause of all evils in QBO. Sorry, I'm not buying it. I also used to access QBO with a private browser all the time.  I think the private browser/browser is irrelevant to this case. Nothing you have suggested would put things back the way they were, however since it appears to only have affect two vendors at this point anyway, I have already "put them back".  I am just concerned how this happened in the first place and that I might not have noticed it if it hadn't happened to such a difficult vendor. 

Thanks again for trying, but I don't think there is any way for you to figure out why this happened. I am the only user and I didn't change them, so it is a mystery of how they got changed.

Thanks for following up with the Community, JenniferCTP. I appreciate your screenshots and detailed information.

If you're not seeing that any users made the changes in your Audit Log, the web browser doesn't appear to be the issue, and deleting then recreating your custom field didn't change anything you're seeing, I'd recommend trying a different device and/or internet connection.

In the event you continue noticing changes that you didn't make yourself while using other devices/connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
2. Click Contact Us.
   
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
4. Select Start messaging or Get a call.
   

Be sure to review their support hours so you'll know when agents are available.

Please feel welcome to send a reply if there's any additional questions. Have a lovely day!