Recurring checks - "Print Later"

Jim3333 · ‎July 14, 2022

Client prints checks once a month and wants recurring checks to appear in the print queue using recurring templates.

The template has a "Print Later" check box. Perfect.

The first occurrence, the check appears in the queue as expected.

Subsequent check occurrences bypass the print queue and are created with an assigned check number.

This is NOT what we expected.

When we look at the template, the "Print Later" box is unchecked. The system does this.

Why is there a "Print Later" option for a recurring template that doesn't actually, you know - recur?

This oversight/bug renders recurring checks to print later inoperable, really.

Thanks!

MirriamM · ‎July 14, 2022

Printing your recurring checks the way you want it is my priority, @Jim3333.

Let's utilize your audit log history to verify who made changes to your recurring check template in QuickBooks Online (QBO). I'll gladly show you how.

The audit log keeps track of your activities in QBO. Let's view it to know who made changes to your recurring template and prove that the system made it for you.

I'll gladly show you how.

On your QBO account, go to the Gear icon at the top.
Select Audit log.
Set the setting to All users, This year and Recurring templates.

From there, check who actually change the set-up on your recurring template.

Once you're done, you can edit the recurring template and ensure the Print later checkbox is selected. This way, your recurring checks appears in the queue as expected. Here's how:

Here's how:

On your QBO account, go to the Gear icon at the top.
Select Recurring transactions.
Locate the check template and click Edit under the Action column.
On the Recurring check page, click the Print later checkbox.
Click Save template.

For more information about how recurring transactions work, here are some links that you can visit:

In case you encounter some issues in the future when printing, you can read this helpful article for some troubleshooting steps: Test sequence for PDF printing issues.

Post a reply in the comments below if you have other questions about printing checks in QBO. I'll be sure to get back to you. Have a pleasant day!

Jim3333 · ‎July 15, 2022

Thank you for taking the time to reply.

It seems my point was missed.

No person is unchecking the "Print Later" box in the recurring template.

I was told by QBO support that after the recurring template operates the first time, the system unchecks the box.

The recurring check goes to the print queue only once, meaning the "Print Later" button is not a recurring feature and essentially worthless in this application.

I'm seeking a solution to this oversight or bug in QBO software.

Thank you.

RCV · ‎July 15, 2022

Providing the best experience with the product is what we aim for,@Jim3333.

I appreciate you for contacting our support to get this sorted out. In this case, I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options you would like implemented is how our engineers look for new product updates. Here's how:

Go to the Gear icon at the top.
Select Feedback.
Enter your comments or product suggestions.
Then select Next to submit Feedback.

In the meantime, we can follow the workaround provided by my colleague MirriamM. For more tips and other resources, you may visit our page managing your business in QuickBooks: QBO Self-help articles.

Would like some assistance running sales reports? Let me know the details and I'll gladly lay down the solutions. Also, if you have other concerns, let me hear you out. I'll see you again soon.