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Syl3
December 26, 2023
Question

Recurring Transactions

  • December 26, 2023
  • 1 reply
  • 0 views

Did the reminders menu (or the "Getting Things Done icon") get moved AGAIN? Or was it removed entirely for recurring transactions?  Come on QBO, this is a frequently used feature.  Now most of my time is spent running reports, going back into the template and adjusting the next run date. Very frustrating! 

1 reply

Shania_C
December 26, 2023

Hi there, @Syl3.

 

I understand that the absence of the reminders menu or the "Getting Things Done" icon can disrupt your workflow and inconvenience. However, I want you to know that I'm here to help by offering valuable insights and guiding you to the appropriate support channels to quickly investigate and resolve this issue.

 

However, there is still an ongoing investigation regarding the recurring reminder's date not updating once that date has passed. The best course of action we can take in the meantime is to reach out to our Customer Support Team and ask them to add you to the list of affected users. You will receive email updates and get notified once it's resolved.

 

Here's how: 

 

Contact Support

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.
    • Ask the community to get help from businesses like yours.

 

You can also check this article for more details and be sure to review their Support hours to know when agents are available.

 

In regards to your concern about the Get Things Done (GTD) page being updated for all customers across all geos and all SKUs (except Advanced). Instead of seeing the classic “Workflow map”, customers will now see several new widgets on the Get Things Done page, including:

 

  • Quick Actions: a new pattern that allows customers to create invoices, estimates, customers, vendors, etc., directly from the Get Things Done page. 
  • To-do list: system-generated tasks that prompt customers to categorize their transactions, review their receipts, send reminders for overdue invoices, etc. 
  • Bank Accounts widget: customers will now be able to view their bank balances directly on the GTD page. 
  • Tips Cards: customers will see tip cards that prompt them to sign up for QB Payments or download the QBM app. 
  • Explore QuickBooks Products Section: customers will see a section that helps them discover all the additional ecosystem services that QuickBooks offers.  

 

For future reference, if you need additional guidance for effectively managing your business or if you decide to learn how to get a list of all your recurring transactions and the accounts they're linked to in QuickBooks Online, you can refer to these articles:

 

 

Feel free to reach back out if you have further queries and concerns about Recurring Transactions in QuickBooks Online. We'd be glad to assist!

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