I hear your sentiments, sjo2. I'm here to ensure you'll be able to use your recurring transactions.
Before anything else, may I know what specific issue you're having when you're trying to run a recurring transaction? A screenshot of the exact issue would be a great help.
In the meantime, check your transaction's settings to ensure everything is in place. Kindly follow the steps below to check the needed transaction:
- Go to Settings.
- Under Lists, hit Recurring transactions.
- Find the recurring transaction.
- Navigate to the Edit dropdown and click Use.
- Review the transaction details and add more if needed.
- Select Save template.
Additionally, I've included these articles to help you review and fix failed recurring transactions:
For future reference, you can read this article to help you record invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.
Feel free to comment below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.
