Four months back I converted my firm's information from QuickBooks Desktop to QuickBooks Online. I was very excited to use the Recurring Transactions feature in QBO to simplify my monthly billing and save time. There are many great features in QBO, but this one in particular was the one that got me to pull the trigger and make the conversion. I went in and set up my monthly invoices, recurring payments, and sales receipts.
When it comes to recurring transactions I want to make sure that all goes off with out a hitch so I go in and make sure they are all set to go. Some of my Invoices may change a bit every three months or so, so I manually make those corrections. A couple of days ago I went through to ensure that all of the transactions were correct, I made my changes, saved the templates, and moved on.
Today I noticed that my recurring transactions had not been processed. As I went back through my QBO account I was a little surprised when I noticed that the little check box titled "Process Credit Card" had mysteriously become unchecked. I was baffled. Why would this happen? What happened to my payments?
After numerous attempts to pin down what was happening we finally figured it out. This is something for every QBO user with "Recurring Payments" to be aware of. If you go in to your recurring payment and click "Save Template" for any reason, regardless of whether or not you make a change to it, you will need to go back in to your template and recheck "Process Credit Card" and click "Save Template" again. If you don't the payment won't be processed. A simple, quick fix that we wanted to share with you. Until next time!
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