I appreciate you for posting here, Scott.
Before anything else, I'd like to know the exact cryptic message you encountered. This way we'll see if the issue is from your bank or in QuickBooks. Then, provide you with the resolution.
As a workaround, we manually create transactions from the template. For any templates that don't work, an immediate way to create the transaction is to use the existing template.
Here's how:
- From the Settings, click Recurring Transactions under Lists.
- In the list, look for the recurring transaction.
- From the Edit icon, select Use.
- Check the transaction details and add more if needed, then Save template.
You can read this article for more info: Fix failed recurring transactions in QuickBooks Online.
In the meantime, we can perform some troubleshooting steps. Let's start by logging in to your account via a private browser to determine if this is a browser-related concern.
Check out the shortcut key below:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Microsoft Edge: press Ctrl + Shift + N
- Safari: press Command + Shift + N
This doesn't store cache files that may cause odd behaviors when running web-based programs. Then, send your recurring invoice there and check the template.
If this works, clear the cache of your regular browser to eliminate piled-up data. If the issue persists, you can use another supported browser or device. It might be that the current one you're using has a temporary issue with the program.
You might want to print multiple invoices now or later. Check out this article: Email or print multiple sales forms in QuickBooks Online.
For additional questions about managing your invoice template, click the Reply button below. I'll be willing to lend a hand. Keep safe, and have a good day.
