ChrisRoush
Level 3

Account management

I'm really new to the platform or payments. I have been using QBO quite extensively since I started my own small business in 2021. Before then I implemented and was an admin with NetSuite ERP.  I say that not to come across as a know it all, but because I have experience and really put a good deal of effort into setting my instance up for success.

 

I transitioned to the new layout pretty much as soon as it was available.

 

I have recurring transactions (invoices) that are being auto-created and auto emailed but with PayPal and Venmo turned off. All payment methods are turned on in settings (which seems to be a global setting for all invoices). I recently spoke with a support rep over the phone and was told that PayPal and Venmo are turned off by default for all recurring invoices? That's literally what I was told, but it is quite consistent because I am seeing some recurring invoices with PayPal and Venmo active and others are not. I can activate them manually (the QBO API doesn't send PayPal and Venmo payment methods to Zapier to create a fallback automation either - so it's a completely manual fix until I figure out what's broken).