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llcfinance
September 29, 2022
Question

Reminder in Recurring Transactions

  • September 29, 2022
  • 3 replies
  • 0 views

When entering a Recurring Transaction that was created as a Reminder. The system is not recognizing that the entry was made and the next date doesn't change. How can I correct this issue? 

3 replies

R
ReymondO
September 30, 2022

Hi there, @llcfinance.

 

Let me share insights on how the recurring transactions for reminders works in QuickBooks Online (QBO). 

 

Once your create a reminder, you'll have to manually reopen it and use it create a transaction. Here's how:

 

  1. Click the Gear icon and select Recurring transactions.
  2. Look for the reminder you've created, then click the ACTION drop-down list. 
  3. Choose Use and review the transaction. 
  4. When everything looks good, click Save and close.

Please take note that using a reminder won't automatically change the NEXT DATE. To update, you'll have to select Skip next date under the ACTION column.

For additional reference, you can check out this article: Create recurring transactions in QBO.

 

Moreover, you can get a list of all your recurring transactions and the accounts they're linked to in QuickBooks. Here's how to review your recurring transactions in QBO.

Please let me know if you need further assistance in handling reminders in QuickBooks. I'll be here to help with the process. Have a good one.

L
llcfinanceAuthor
October 3, 2022

Thank you for your help. I'm a little confusion why the remind feature doesn't work automatically to change the date. In QB desktop this feature works automatically. This helps to remind business each month what needs to be entered but when you have to manually change the date that causes an extra step to each transactions. I did notice that not all types of reminder transactions have the skip feature. The deposit and checks feature does but the bill or journal entry feature doesn't. So you have to open the transaction and manually change the date.  

    Candice C
    Candice C
    October 3, 2022

    Good morning, @llcfinance. 

     

    Thanks for chiming back in and giving some additional details about your situation. 

     

    We appreciate all the information you gave. I recommend submitting your feedback to our Product Developers so they can consider this in the near future. They take the time to review your request and try to add them to the next available update. 

     

    Check out our Blog site to see what's new in the system. 

     

    I'm only a post away if you need me again. Wishing you and your business continued success! 

    D
    DebJS
    May 15, 2024

    We transitioned to the online version early 2023. I set up all 5 of my companies the same way. Recurring “Reminder” Transactions for the monthly tenant invoices. 
    The date would Always Advance and the transaction would disappear after the invoice was created. This function worked properly in the middle of April 2024. 
    Today, just 1-month later (May 15th, 2024), the date no longer advances for the reminder. The reminder is not clearing off the list either, lastly, the payment terms is no longer set on due upon receipt, 
    WHY did this change in the course of 1-month?

    Do I need to recreate all my invoices as scheduled to get this date to advance and clear the remainder list?

    Please acknowledge the fact that QB online made a change in the past month, and advise what I need to do to get these functions to return. 

    D
    DebJS
    May 15, 2024

    We transitioned to the online version early 2023. I set up all 5 of my companies the same way. Recurring “Reminder” Transactions for the monthly tenant invoices. 
    The date would Always Advance and the transaction would disappear after the invoice was created. This function worked properly in the middle of April 2024. 
    Today, just 1-month later (May 15th, 2024), the date no longer advances for the reminder. The reminder is not clearing off the list either, lastly, the payment terms is no longer set on due upon receipt, 
    WHY did this change in the course of 1-month?

    Do I need to recreate all my invoices as scheduled to get this date to advance and clear the remainder list?

    Please acknowledge the fact that QB online made a change in the past month, and advise what I need to do to get these functions to return. 

    S
    Shania_C
    May 15, 2024

    Greetings, @DebJS.

     

    I understand that you have been experiencing some challenges with QuickBooks Online (QBO) Reminder in Recurring Transactions, and I am here to help you resolve this issue.

     

    In regard to the issue with the reminder not clearing off the list and the payment terms no longer being set on due upon receipt, it seems that the date is not updating as expected.

     

    We have received same reports about this issue. Our product engineers are currently gathering more information to further investigate about this case.

     

    I recommend reaching out to our Customer Care Team, who can assign a representative to assist you with the process. They will be able to investigate the matter further and create a ticket if other users are experiencing the same issue. Here are the steps you can follow to get started: 

     

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

    2. Choose either of these tabs:

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

    3. Select the preferred method of contact (phone or chat).

     

    Feel free to visit or save these articles in case you will need them when getting a list of all your recurring transactions and the accounts they're linked to QBO. Also, how to receive and record invoice payments:

     

     

    Let me know if you have any other concerns or questions about your recurring transactions in QBO. I’m more than happy to help. Keep safe and stay healthy.

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