Yesterday I spent the day clicking into individual customers' information and working with their recurring transactions. Each customer had five tabs of information -- transactions, recurring trns/templates, statements, projects & details.
Today if I open a customer the recurring transaction tab is missing - so I cannot see what templates are saved for that particular customer. Instead there's a click link to "view recurring templates" which takes me to the big list.
Where is the tab?!?
I've relied on that feature heavily with this stupid new experience as I can no longer create a recurring template identical to an invoice I already spent time creating. And that tab, showing a particular customer's saved templates with their other information was one of the bright spots of QBO.
Solved! Go to Solution.