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Recurring Transactions Location and Choices

Forum|Forum|5 years ago
November 9, 2020
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I have set up all of my recurring transactions. All are reminders but some are bills to pay and some are journal entries. I never get reminded anywhere. I have been just going to the recurring transactions from the gear icon and using the list. From there I sometimes get the choices of Use, Duplicate or Delete and sometimes get the choices of Pause and Skip Next Date as well. When I use one it never updates to the next. I have to either Skip Next Date or Edit the template and change the start date.

1. Are reminders supposed to show up somewhere like on the Dashboard?

2. Why do my reminders have different choices?

QuickBooks Online

Best answer by D_Weavers

I know that your time is precious, @CFOPres.

Let me share additional details about why you're unable to receive reminders when creating recurring transactions.

To trigger the reminders feature in the Task drop-down list above the Dashboard, make sure that the transactions aren't sent until you decide to create and send them. Also, sometimes the recurring transactions with a fixed schedule need to be edited before they are created, like electricity bills and water bills. Fixed scheduled transactions work best with the reminder feature.

You can also pick the Use option if you wanted to make an unscheduled type of recurring transactions that have complicated invoices that need to go to many customers.

If this feature is dropping when creating a transaction from a recurring template, you can do browser troubleshooting steps by clearing cache and cookies. It fixes missing options and functionalities in QuickBooks Online.

For additional resources in creating or editing templates in QuickBooks, you can bookmark this article: Create recurring transactions in QuickBooks Online.

Please let me know how it goes, and I'll assist you as fast as I can. The Community is always here to help you. Stay safe and well!

It should be noted that the ability to have reminders show in the Dashboard>Tasks view is only available in the Advanced edition of QBO, not the Plus edition. Or so I was told by a QB tech support agent today when I enquired about this exact topic.

This seems like such a basic feature it should be included in all editions of QBO, and also improved so that the reminders actually do pop-up as an alert.

katherinejoyceO

Thanks for posting your questions here in the Community, @CFOPres. I'm here to answer all of your concerns about the reminders feature for recurring transactions.

Yes, you're right. You can find the reminders from the top homepage or dashboard in the Tasks section. It also suggests a series of transactions based on the schedule you've set.

About the different choices in your reminders, it could be that you've used a base or an existing template for a recurring transaction. That's why you only have the option to Use or Duplicate.

To make sure you'll get notified when your transactions will be created, I'd suggest you create it from scratch. Then, let's select Reminder as the type of your recurring bill.

Here's how:

Go to the Gear icon, then under Lists, select Recurring Transactions.
Tap New, then choose Bill.
On the Type section, select Reminder.
Enter all the information needed for your recurring bill.
Click Save template.

To learn more insights about this, here's an article that you can read through: Create templates for recurring transactions.

I've also added this help article for your future reference: Duplicate transactions when using a recurring template. It helps you learn about how to handle this type of situation in case you'll encounter any.

I'm always here in the Community if you need more help, @CFOPres. More power to your business.

C

CFOPresAuthor

Yes, I have all of my needed transactions set up as Reminders.

The problem is they don't show up anywhere except in the Recurring Transactions list. The don't ever REMIND me of anything. They also don't move forward to the next month when I use them in the Recurring Transactions list.

I feel like all I am doing every period is editing the templates. Sometimes USE is not even one of the options and I literally have to edit the template.

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