Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Let's work together to resolve this, @accesstaxaffairs.
Here are the possible factors why your recurring template isn't showing up today:
First, let's open the template to check its Type and End Date or Maximum Occurrences. This way, we'll be able to determine the root cause of the issue and help fix it. I'll guide you how.
The screenshot below shows you the last two steps.
Second, let's go to your customer's profile to review and make sure their credit card isn't expired or expiring soon (for recurring sales receipt or cash memo). If it is, you'll need to update it as soon as you have their new card details. That way, any scheduled recurring sales receipts or cash memos will continue to run.
Third, let's open the recurring template again, select the appropriate tax code, and re-save it. View the screenshot below for your visual reference.
However, if the issue persists, let's recreate the damaged template by writing down or printing its details. Then, delete it afterward to help resolve this (see the screenshot below).
In case you want to manually create the needed transaction today, just select Use from the Edit drop-down menu on the Recurring Transactions page.
To learn more about the process above, check out this article: How To Handle A Recurring Transaction That Did Not Run.
If you need to create a new template for your recurring transactions, you can check out this link: Manage Recurring Transactions.
I'll be right here to help if you need further assistance. Take care always, and stay healthy.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here