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L
laedmison
February 11, 2022
Question

My recurring transactions are neither entering themselves or updating to the next month when I manually "use" them.

  • February 11, 2022
  • 1 reply
  • 3 views

What am I doing wrong?

1 reply

A
AileneAModerator
Moderator
February 12, 2022

Hello, laedmison. 

 

Thank you for reaching out to the Community. Let's perform some troubleshooting steps to resolve this issue. It's possible that the browser stores frequently accessed data, thus causing websites, like QuickBooks, to act weirdly. Let's try logging into your QuickBooks account using the private browser. 

 

You can access this by pressing the following commands:

 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox or Internet Explorer).
  • Control + Option + P (Safari).

 

If it works, then let’s go back to your browser and clear the cache. These caches of data are essentially junk files and can be safely deleted to free up storage space.

 

If the same problem occurs, try using a different browser. This can be an issue with the browser that you use and QuickBooks.  

 

You can also read the material listed below to ensure that your transaction is in the right set up:  

 

 

Don't hesitate to drop a comment below if you have other questions about recurring transactions. I'm always here to help. Have a wonderful day ahead. Take care!

L
laedmisonAuthor
February 12, 2022

I already did this troubleshooting technique - it did not work

I cleared all cache & cookies

I shutdown restarted my computer

I hadn't tried the different browser approach before, but just did, and that didn't work either...

 

 

 

A
AileneAModerator
Moderator
February 12, 2022

Hello, laedmison.  

 

I appreciate you for following the troubleshooting steps that I provided above. Let's go ahead and do other troubleshooting steps to help resolve this. I suggest checking the setup of your recurring transaction to ensure it's properly set up. 

 

Here's how:

 

  1. In QBO, go to the Gear icon and click the Recurring Transactions. 
  2. Click the Edit under the Action column. 
  3. Modify the information needed. 
  4. Press Save template once done. 

  

If the same thing happens, you'll want to recreate new template and make sure to set the correct type. To learn more about managing recurring transactions, consider checking out these articles:

 

 

If all fails, I'd recommend contacting our QuickBooks Customer Care Team. They can provide further solution with this. 

 

  1. Click the Help menu in the upper-right corner and select Contact us.
  2. Enter the details of your concern and click Continue.
  3. Choose how you want to reach them and get their contact information. 

 

Please let me know if you have any additional concerns or questions by leaving a comment below. I'm more than willing to help. Have a wonderful day!

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