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KJatWork
June 20, 2024
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customer info - recurring transaction tab

  • June 20, 2024
  • 1 reply
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Yesterday I spent the day clicking into individual customers' information and working with their recurring transactions.   Each customer had five tabs of information -- transactions, recurring trns/templates, statements, projects & details.   

Today if I open a customer the recurring transaction tab is missing - so I cannot see what templates are saved for that particular customer.    Instead there's a click link to "view recurring templates" which takes me to the big list.  

Where is the tab?!?   

I've relied on that feature heavily with this stupid new experience as I can no longer create a recurring template identical to an invoice I already spent time creating.  And that tab, showing a particular customer's saved templates with their other information was one of the bright spots of QBO.    

    Best answer by JoesemM

    In the new QuickBooks experience, the recurring transaction tab is changed to view recurring templates that display all the created templates, IKJatWork. I'll help you send a feature request about this feature.

     

    We greatly appreciate your feedback and suggestions regarding our products. We have created a dedicated platform for you to submit comments and requests for new features directly to our product engineering team. You also have the option to provide feedback in the customer's profile and click Submit.


    Here's how you can do it:

     

    1. Click on the Gear and select Feedback.

    2. Enter your comments or product suggestions.

    3. Click Next to submit your feedback.

     

    Your feedback is valuable to us in enhancing your overall experience with the QBO. Our Product Development team will review your input and prioritize requested features and improvements based on customer feedback. You can track all suggestions submitted through this channel: QuickBooks Online Feature Requests.

     

    I'll be sharing these resources that will guide you in managing templates and making the most of it:

     

     

    Feel free to reply if you have more questions about managing your recurring transactions or any other QuickBooks-related concerns. I'm always here to lend a hand.

    1 reply

    JoesemM
    JoesemMAnswer
    June 20, 2024

    In the new QuickBooks experience, the recurring transaction tab is changed to view recurring templates that display all the created templates, IKJatWork. I'll help you send a feature request about this feature.

     

    We greatly appreciate your feedback and suggestions regarding our products. We have created a dedicated platform for you to submit comments and requests for new features directly to our product engineering team. You also have the option to provide feedback in the customer's profile and click Submit.


    Here's how you can do it:

     

    1. Click on the Gear and select Feedback.

    2. Enter your comments or product suggestions.

    3. Click Next to submit your feedback.

     

    Your feedback is valuable to us in enhancing your overall experience with the QBO. Our Product Development team will review your input and prioritize requested features and improvements based on customer feedback. You can track all suggestions submitted through this channel: QuickBooks Online Feature Requests.

     

    I'll be sharing these resources that will guide you in managing templates and making the most of it:

     

     

    Feel free to reply if you have more questions about managing your recurring transactions or any other QuickBooks-related concerns. I'm always here to lend a hand.

    M
    ma2364
    June 25, 2024

    I also used this feature constantly.  When it was introduced it improved my workflow greatly.  When it went away randomly, it's disrupted my procedures.  Quickbooks changes the UI too often and without any clear reason, which interrupts accounting procedures.

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