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M
monica.g@myndshf
April 3, 2024
Question

My customer-specific sales invoice reminders (setup as recurring transactions) do not get removed from Dashboards/Tasks list after I use them.

  • April 3, 2024
  • 1 reply
  • 0 views
I am also having this issue.  To clarify what the issue is, I have described it below.  I have setup sales invoice reminders as recurring transactions so that at the end of the month, I can go into the Dashboard / Tasks and see an invoice reminder for each customer I need to invoice.  In the past, I would only have to update some general details specific for that month.  Once I saved, it would provide me with an invoice number, and close the reminder.  After saving, the dashboard would remove the reminder for that customer recurring transaction.  The problem is that it is no longer removing the reminder after it has been used.  I am having to click the option to "skip" the reminder to remove it off my dashboard task list.  I hope this helps explain the problem.  This is a new issue for me so I am assuming it happened after March 1, 2024 because that was the last time I used the dashboard tasks with no issue.  PLEASE PLEASE PLEASE - Quickbooks Tech Support - Do not reply to this complaint with a generic "we are sorry for trouble you are experiencing" and let us know when this issue can be resolved.  If possible, please have someone at Tech Support contact me at monpainter @ yahoo.com or back on this thread.  The updates Quickbooks is making are not helpful.  I wish they would actually ask customers what they would like to see.  Thanks in advance for your assistance.

1 reply

S
ShyMae
April 3, 2024

I appreciate the detailed information, monica. I understand how important it is to have the reminders removed from the Dashboard/Tasks list once you have used them. 

 

Upon checking here, we have an ongoing investigation (INV-97602) related to your concern wherein the recurring reminders are not updating after using edit and create. Our engineers are currently working on a solution to resolve this issue as soon as possible.

 

I recommend contacting our customer support team if you want to be added to the list of affected users and receive email updates on the progress of the investigation. 

 

To reach our support team:

 

  1. Hover over to the Help menu, then click Contact Us.
  2. Type in a short description of your issue and concern in the box provided.
  3. Click Continue.
  4. Select the Chat or Callback option.

 

Moreover, I'll add these resources to help you manage your invoices in QuickBooks Online:

 

 

I appreciate your patience and understanding as we continue to investigate the matter. If you have other concerns with your recurring transactions and invoices, I'm still around to help you. 

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