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StewHard
Oct 10, 2023 3:42 PM UTC
Question

Are the recurring transactions with reminders no longer disappearing from the reminder list after they are used?

Original commenter did not share additional details

    81 replies

    Mark_AG
    Oct 10, 2023 4:26 PM UTC

    Thank you for reaching out here in the Community, @StewHard.

     

    You can rely on QuickBooks Online recurring transactions feature to save time and eliminate errors. You can automate repetitive invoices, reminders from a bill or check, and more by using recurring transactions. A recurring transaction template won't disappear from the reminder list after use. This template lets you automatically send a transaction for future use while saving time and reducing mistakes as you use them.

     

    QuickBooks allows you to view a list of all your recurring transactions and the accounts they are associated with. Here's how to review your recurring transactions in QBO.

     

    Additionally, I'd like to add this article for you to read for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Please let me know if you have other concerns about recurring transactions in QuickBooks. I'll always be around to assist you. Have a great day!

     

     

    StewHardAuthor
    Oct 10, 2023 4:38 PM UTC

    Up until a few weeks ago, The template would disappear from the reminder list and reappear the next time it occurred. It seems to require an extra step if I need to first Choose "Edit and Create" or just "Create" from the transaction and then go back and choose "Skip." Am I missing an easier way? I guess that I'm trying to say is that when I Create a transaction from the reminder list it NO LONGER automatically sends to the list for future use. It stays on the list for the Transaction date that I have already entered. I used to get a message that the transaction had already been created if I tried to enter the reminder a second time.

      MoMc2
      Oct 10, 2023 5:29 PM UTC

      I'm experiencing the same issue.  We use recurring transactions with reminders to create a shell for most of our monthly bills and then update invoice numbers and amounts when the invoice is received.  Up until a few weeks ago, we could find the transaction in the reminder list, make the updates and save it.  The transaction would then be automatically removed from the reminder list until the next scheduled reminder date.  

      Now, it is a 2 step process.  We have to create/edit the transaction from the reminder list.  Then we have to skip the transaction in the reminder list to manually remove it from the list of transactions that need to be recorded. 

      The reminders are still functioning for certain transactions though.  If the reminder is for a deposit or a journal entry, the reminder disappears once you create and edit the transaction from the list.  If the reminder is for a bill, it doesn't function as it used to though. 

        InaraSolutions
        Apr 12, 2024 3:34 PM UTC

        Does anyone from Intuit have an update on whether this bug will ever be fixed, or whether the product team considers this behavior of reminders not disappearing after being used to be QuickBooks somehow working as intended? It makes reminders exceptionally frustrating to use, and there's no remotely logical reason for why this behavior would be beneficial to any customer.

          AlverMarkT
          AlverMarkT
          Apr 12, 2024 4:45 PM UTC

          I appreciate you joining the thread, @InaraSolutions. 

           

          Although there's no specific time frame when the issue about recurring transactions not disappearing on the Reminder list after being used will be resolved, I can provide updates on the investigation's status. 

           

          As of posting, the status of the investigation is closed. However, I recognize that there are still users who are still experiencing the same issue. With this, I'd still encourage contacting our Support Team to add you to the list of affected users. This way, the case will be reopened and you'll be notified through email once the issue is resolved. Here's how you can reach out to them:

           

          1. In your QuickBooks Online company, go to Help (?).

          2. Select either of these tabs:

          • Assistant tab and type Talk to a human.
          • Search tab and click on Contact us to connect with a support expert.

          3. Choose how you want to reach us (phone or chat).

           

          For Simple Start, Essentials, and Plus, support is available Monday to Friday from 6 AM PT to 6 PM PT and Saturday 6 AM to 3 PM PT. For Advanced, support is available any time and any day.

           

          Should you need help with any other QuickBooks Online (QBO) concerns, let me add this resource: Self-help articles.

           

          We'll be here in the Community if you have further updates about the issue of recurring transactions in QBO. We'll do our best to assist.

          Pollard Aircraft Accounting
          Jun 6, 2024 6:59 PM UTC

          I am now having this same issue too. I thought it was user error. I am not even going to waste my time calling since I know how this plays out....me frustrated and the problem still unresolved. Just here to keep track of the issue. Thanks to the others who have successfully used the "skip" function as a work around. I am new to the recurring/reminder list feature, and it helped to know that skipping it won't hurt anything.

            Paragon Digital
            Jul 6, 2024 1:45 PM UTC

            I'm having the same issue. It started a few months ago just impacting recurring checks. Now it's impacting all of our recurring invoices. The next date doesn't get updated and the reminders stay in the list of reminders until we hit skip for nearly all of our reminders.

              RogelioL
              Jul 6, 2024 2:57 PM UTC

              Thank you for informing us that you're also facing the same issue with the recurring transactions not updating.

               

              Please note that although we currently don't have an investigation about the issue of recurring transactions not updating, we are keen to gather more information about this from you and other QuickBooks-affected users.

               

              With this, I recommend contacting our Customer Support Team, for they have the necessary tools and expertise to investigate this securely. 

              Here's how:

              1. Navigate to the Help icon.
              2. Click the Contact Us button. 
              3. Input your question and click Let's Talk. 
              4. Scroll down and select Get a callback. 

               

              If you need prompt assistance, you can reach them directly through their contact number: QuickBooks Online Support.

               

              Additionally, if you need a list of recurring transactions, please refer to this article for guidance: Review your recurring transactions in QuickBooks Online.

               

              Feel free to ask if you have any further questions about the recurring transactions or need additional assistance with QuickBooks. Keep safe.

              Bryan Taylor
              Jan 14, 2025 4:39 AM UTC

              This issue has existed since mid-2023...it's 2025 now and still happening!  What does it take for Quickbooks to actually fix an issue?  They have acknowledged that it's an issue enough to open at least 2 "investigations" that they've referenced (INV-91805 & INV-97602), both of which they say have been "solved" but have provided no information on how or what was done.  The last response from them at least appearing to try to help was from January last year.  Every response they've given since that just seems to be trying to gaslight us into thinking they've fixed the issue or that clearing our cache will fix it if we're still experiencing it.  Spoiler Alert...it doesn't help.  They may have marked it as solved, but seeing repeated reports of it occurring means they either need to re-open one of them or open a new one.  QUICKBOOKS TEAM, PLEASE DO SOMETHING USEFUL!

               

               

              Also, my comment earlier today was supposed to be a direct response to @MLCBookkeeper's comment near the beginning of page 1 of this thread but it looks like it didn't post properly in line.  I guess the app isn't the only thing they're unable to keep working properly.

              jasonpowell
              Feb 12, 2025 9:29 PM UTC

              I have had this thread bookmarked for a year, and whenever the lack of resolution on this issue triggers my frustration to boil over into rage, I come and take a look catch up on our shared grief. I'm now officially joining the conversation to contribute my two cents... the truly maddening aspect for me is that all of my clients are in the U.S. and have this issue in their books, however I do have one client whose QBO subscription is out of Singapore. On the surface, there's no significant difference between the two versions of the platform besides the fact that the account subscription levels are structured and named differently, but a key aspect that has been impossible for me to miss is the fact that those books NEVER ONCE lost this functionality over the last 14 months.

               

              At first I thought I was going crazy and tried to figure out what could be so different about the cache or cookies on that particular Chrome browser profile I use for that client, but eventually, like most in this thread, I realized I was just being gaslighted by support to hide the fact that Intuit programming is simply not interested in fixing this issue for their power users. Just today, the fact that I was able to speed through my month-end close reminders in those Singapore books and experience the profound sense of satisfaction that comes from using a fully functional UI was the thing that dragged me right back to this thread to once again check for any hope whatsoever.

               

              My message to Intuit Support is: YOU DIDN'T BREAK IT IN SINGAPORE, SO MODEL THE FIX ON WHATEVER IS STILL MAKING IT WORK THERE.

               

              PLEASE. 

                Rebecka P
                Feb 28, 2025 5:04 PM UTC

                @jasonpowell  The first sentence of your comment resonates with me more than you will ever know! That is exactly why I came back to this thread today. My frustration has also boiled over to rage, as it is month end, and I am working through the reminders list of recurring transactions, wondering why I am still dealing with a problem from two years ago. 

                Very interesting about QBO subscriptions in Singapore! Great insight!

                If only Intuit could have that insight...not holding my breath.

                Mayan Mama
                Mar 19, 2025 3:41 PM UTC

                Having just migrated to QBO a few months ago, I have to say I wish I didn't.  The desktop version worked so much better.  After conversion, I found out that I lost all my custom fields, invoice templates that I created do not work now, recurring transactions are a disaster!  Also, now I only have Vendors and Customers, not Others for lists like in the desktop version.

                 

                I have been going crazy trying to get the recurring transactions to forward to the next month after use, and now I find out that this has been an issue for the last two years and is STILL not fixed by the engineers!  I have changed all my recurring transactions to "reminders" because I can't have them automatically processing into the checking account.  So now when I use a transaction and go back to skip the date, I don't have that option.  WTH!!  I am going to start looking for another program.  I am just beyond.........

                rwp47
                Apr 18, 2025 4:48 PM UTC

                I have also been experiencing this exact same problem for awhile now.  I have to use the "edit and create" and then "skip" workaround. And I notice that when I do "create" and then "skip" a reminder and then go back to the recurring transactions list, the previous date is not advanced even though I just created it.

                 

                As a software developer myself, I understand that other priorities and new features and stuff can get in the way. But issue trackers exist for a reason, and when you have dozens of people reporting the same problem over multiple years, YOU NEED TO FIX IT!  This seems like such a "low-hanging fruit" to fix, why wouldn't Intuit WANT to fix it?  Don't they take any pride in their work?  Clearly this issue has not been fixed yet despite them claiming that multiple "investigations" have been "resolved".  The problem continues, so they are not doing your job correctly.  Tech Debt is not a good thing.  It can't just be ignored and hope it goes away.  You have to make it happen.

                  pbb2
                  Apr 18, 2025 6:25 PM UTC

                  @rwp47 Glad to see yet another post on this thread.  Maybe someday the engineers will listen.  Not only does the previous date not update, the audit list of transactions is incorrect because it looks like the reminder was "skipped" and not created.  I have sent many requests through the gear icon feedback selection as QuickBooks always suggested and posted in the community, but it falls on deaf ears.  The reminders list worked perfectly until two years ago, when some goofball (to put it nicely) decided to change it.

                    AndrewMA
                    Jun 3, 2025 3:29 PM UTC

                    Issue #1: "Recurring transactions not dropping off the list"

                    • Trigger: You manually complete a reminder transaction.

                    • Expected Behavior: After saving, QBO should auto-refresh and remove it from the Recurring Transactions list.

                    • Workaround (previously working): Clear the filter → reapply filter → transaction disappears from list.

                    • Current Status: Even this manual refresh no longer removes the used reminder from the list.

                    Issue #2: "Recurring Reminder stays in list after use"

                    • Trigger: After using a reminder (e.g., you click “Use”), QBO redirects you back to the list.

                    • Expected Behavior: That reminder should disappear immediately upon return.

                    • Current Behavior: It stays put, misleading the user into thinking it hasn’t been used ye

                     

                    Put this in point form to clarify the two different issues so they understand that after use they no longer clear also, but I was able to clear them after use by using steps to clear the filter and then add my filter perameters again.

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