Hi there, @Lcan.
There are a few different reasons a recurring transaction won't recycle. However, the most common reason is due to the template not working properly. I'm including a couple of things you can do to try and repair the issue below.
First, let's check that recurring transaction is set to scheduled. Recurring templates will only create transactions automatically when the type is set to “Scheduled” and the template has not reached its end date or maximum occurrences. Here's how:
- Go to the Gear Icon.
- Under Lists, choose Recurring transactions.
- Find the template for the transaction that wasn’t created. Then, in the Action column, hit Edit.
- Make sure the Type is set to Scheduled, and End is set to None, or the appropriate end date or number of occurrences.
- Select Save template.
If everything seems to be set correctly, let's see if the tax code has changed. If some item or tax code used on the recurring template is changed indirectly, the template should update automatically to use the new info.
However, there are some instances when an error occurs and the sales tax used needs to be re-saved on the template.
If continuing to have issues with recurring transactions, it may be that the template is damaged and needs to be recreated.
If this is the case, please follow the guided steps in Fix failed recurring transactions in QuickBooks Online.
Please don't hesitate to let me know if you have any questions or concerns that I can assist with. Take care!
