Account management

Let's perform some steps to fix your recurring transaction, AinsleyMarie.

Normally, you'll be able to see all your recurring transactions after you've created them on this page. I've attached a screenshot for your visual guide:

You'll want to follow these troubleshooting steps if you're not seeing the transaction. There are times your browser is full of frequently accessed page resources that may cause some unusual responses. To isolate this, you can log into your QuickBooks Online (QBO) account in a private window (incognito). Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

Once done, you can re-create the transaction and then double-check if you'll be able to see the template. If so,  return to your default browser and clear the cache to speed up the loading process. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. However, if the issue persists, try using other supported browsers. 

Furthermore, learn from this article on how you record a payment for your customer. Record Invoice Payments In QuickBooks Online.

Keep me posted if you have any questions about scheduled transactions. I'll be right here to help.