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Hello Molly, I appreciate the time and effort to troubleshoot the issue. I'll also take note of your feedback experience.
Following the basic troubleshooting steps suggested in this thread helps us resolve unusual performance issues with QuickBooks.
However, as the issue persists, I recommend contacting our support team again. Rest assured that we will further investigate this to provide an appropriate solution. You can request a screen-sharing session to ensure that you both are on the same page. Here's how to do it:
- Log in to your QBO account.
- Go to the Help icon.
- In the Search tab, click Contact Us.
For tips about personalizing sales forms, visit this article: Customize invoices, estimates, and sales receipts.
Post any follow-up concerns here regarding recurring transactions. We want to ensure that you are taken care of.