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Replying to:
Erika_K
QuickBooks Team

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I have you covered, Bob_E. I'll ensure you can configure your recurring invoices accurately. Let's explore different alternatives to get to the bottom of this, and if applicable, perform a few basic troubleshooting procedures to determine if this is a browser-related issue.

 

You'll want to verify the system setup of your recurring transactions and ensure the information are configured accurately. I'll add an image for visual reference. 
image.png

 

If everything is in order, I recommend performing a few basic troubleshooting procedures to determine if this is a browser-related issue. To begin, open your account using an incognito or private window. Sometimes, unexpected issues in QuickBooks Online may be due to problems with the web browser, such as a full cache or outdated internet files. A private/incognito window doesn't store internet data like cookies, history, or cached files from previous browsing sessions, which provides a fresh browsing environment.

 

Please refer to the following keyboard shortcuts based on your browser type: 

 

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

 

If the private browsing session works, clear the browser's cache so the system can restart. Clearing the cache refreshes the system, allowing you to start with a clean slate. This process can also be performed on supported and up-to-date web browsers recommended for optimal QuickBooks performance.

 

I'm still all ears if you have additional questions about configuring recurring transactions setup QuickBooks Online (QBO), Bob_E. Please feel free to comment below with any specific inquiries, and I'll do my best to provide helpful guidance. I'm here to support you in ensuring your recurring templates are configured accurately and efficiently within the QBO.

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