Template Reminders

Thanks for reaching out to the Community, pbb2.

Since your reminders list isn't showing up on the dashboard, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if you're able to see your reminders list as usual.

Here's how to access incognito mode in some of the most commonly used web browsers:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Option + P

If your reminders list displays properly while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event it continues occurring while using incognito, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

• Google Chrome
• Mozilla Firefox
• Microsoft Edge
• Safari 11 or newer

You can also check a browser's compatibility with your books by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an older version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
2. Click Contact Us.
   
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
4. Select Start messaging or Get a call.
   

Be sure to review their support hours so you'll know when agents are available.

I'll be here to help if there's any additional questions. Have a great Monday!

Thank you for your quick response.  My post indicated I had already been in touch with customer care!!  I will take a look at my list tomorrow morning and let you know if the incognito window works.

The reminders were not present this morning.  I tried an incognito window and the reminders were not there either   Quite frustrating!

Hello, pbb2.

I appreciate your time in doing the steps given by my colleague. Personally, it is indeed frustrating that a feature in a software suddenly stops working properly. 

So, I'd like to take this moment to address the missing reminders, and point us to the right direction to fix this. 

The support person might've already discussed this with you but recurring transactions are usually scheduled to be created or appear between 12:00 AM and 5:00 AM, depending on your time zone and the volume. High transaction volume may be create a little bit later in the day. 

Since those reminders aren't showing up at all, we would want to investigate the root cause of this. We'd like to take a closer look on what's preventing the recurring transaction reminders to appear on your Dashboard. 

I see that you've already reach out to our support. So, I'd recommend giving them another shot and have them look at the issue again. We can re-open or check your previous case with us. 

In case you don't have the phone number handy again, here's how you can reach them: 

1. Click the Help icon on the top right corner of the screen.
2. On the pop-up panel, go to the Search tab.
3. Click the Contact Us button on the bottom part.
4. In the box, we'll want to enter "recurring reminder template not working."
5. Proceed with Continue, then choose how you want to reach us.

In case you need some more details about recurring transactions, I'll link this article here: Create recurring transactions in QuickBooks Online. 

After fixing the issue with our support, do you need to run some receivable or other financial reports? There are a variety of reports we can run in QuickBooks. Check this guide out if you need to familiarize yourself with them: Run reports in QuickBooks Online. 

Let me know if you have more questions about creating recurring transactions within QuickBooks. If you'd like to take care of other things like expenses and taxes, add the details to your reply. I'm here to help. 

@ZackE no, the issue has not been resolved.  The reminders for today were not present again this morning on the list.

I appreciate you for reaching out to us, @pbb2.

Know that this isn't the kind of experience we want you to have. This issue has been reported and forwarded to our engineering teams for investigation. I can notify them that your account is also affected by this problem. I can also request that you be notified as soon as any updates become available.

Now to get through this, I recommend reaching out to our QBO support so they can add you to the list of affected customers. I'll show you how:

1. On your QBO account, click Help.
2. Click the Search tab and select Contact Us.
3. Enter a brief description of your concern and select Continue.
4. Choose between Chat with us and Have us call you.

You can also visit this article to know how to accept electronic customer payments for online invoices and in-person sales: Take and process payments in QuickBooks Online with QuickBooks Payments.

Feel free to drop by the Community whenever you have further concerns. Have a good one!

@JamesAndrewM Thank you for the information.  I already reported this to customer support probably 10 days ago and I have heard nothing nor received a solution to the problem.  

@jamespaul Good morning.  I am still dealing with this issue and it is several months later.  My daily tasks reminders are still not generating until later in the day.  I have sent two messages through "feedback", and I have talked with support several different times with no help.  I see in your message the reminders are normally set to generate between 12:00 and 5:00 a.m.  This used to be the case.  The later posting of reminders is causing me much difficulty!!  Any ideas of what I might do to get this fixed?

Hi, pbb2,

I'm having the same issue, but it seems like it didn't show up until the last couple of weeks. I'm wondering if it has to do with an update or update incompatibility with our OS? Either way, not an isolated incidence.

Hi @BWay. Thank you for sharing these details with us.

Having a different OS isn't an issue. As long as you're using one of these supported browsers: Google Chrome, Mozilla Firefox, and Safari's latest versions, you can manage your reminder templates in QuickBooks Online.

I've checked your previous posts and seen that the QuickBooks Online system has been displaying reminders later than the usual reminders template setup. To investigate this further, I suggest contacting our Care Support team to report this hurdle. They have tools to pull up your account in a secure environment.

Let me show you how:

1. Click the (?)Help icon on the top right.
2. Go to the Search tab and then select Contact Us.
3. Type your concern about the reminder template that appears a couple of weeks later than the date setup.
4. Hit Continue.
5. Choose to Start a chat or Have us call you.

Please check our Support Hours to know when our agents are available.

In the meantime, I suggest using the template reminders manually if you want to create a transaction.

Furthermore, I've added some resources about editing a template and how to make an existing transaction recurring:

• Edit a recurring template in QuickBooks Online
• Create recurring transactions in QuickBooks Online

I appreciate your patience about this. Rest assured, our representatives will create a case and report this as soon as you contact them and tell them about this hurdle. Feel free to share a comment if you have other concerns for any time we can help. Keep safe and stay well.

Thank you, @Jovychris_A  and @pbb2 ,

This morning when I opened QBO, the Tasks box was right there under my "Get Things Done" header; I've attached a pic below. Not sure what is different from yesterday, but I've never seen that box before. I did notice yesterday when I would open QBO, a "Preferences Saved" (or something like that) notification would slide down from the top and then back up again...never noticed that before either.

@pbb2, I hope you are seeing this too!

Hi there, @BWay. Thank you for sharing your experience with the Tasks feature in QuickBooks Online Advanced.

This feature is currently in beta, which means it's still being tested and refined. As a result, you may notice changes or new elements appearing from time to time.

The appearance of the Tasks box under Get things done you mentioned could be a result of updates or improvements being made to the user interface. QuickBooks often introduces new features and enhancements to provide users with a better experience and increased functionality.

If you have any feedback or suggestions regarding the feature or any other aspect of QuickBooks, I recommend sending them in the Feedback section within QuickBooks.

Here's how:

1. Select the Gear icon at the top, then Feedback.
   
2. Enter your comments or product suggestions then select Next.
3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
4. From the drop-down, choose the appropriate category, then select Send message.

You can also review open tasks in the Task menu in the left navigation panel. You'll see what needs to be done and who owns each task.

We appreciate you bringing this matter to their attention. Your feedback will play a valuable role in the continuous development and improvement of the program. If you have other concerns, please let us know in the comments. We're always here to help. 

@BWay Yes, my reminders have been consistently popping up as they had been in the past.  

Excellent, @pbb2 . Thank you for launching this post to begin with.

Our Reminders List has not showed up as normal for 2 days now. We have tried changing browser and incognito but nothing worked. We are having to print our invoices one by one. This is very frustrating. We also have called QB support, but nothing. 

@R13 @BWay @BWay @LieraMarie_A @Jovychris_A @JamesAndrewM 

My reminders list now generates first thing in the morning; however, after I create each item on the list, the items do not clear off the list.  I then have to "skip" the item to remove it from the list which then makes the "previous date" used on my template list incorrect.  Supposedly, the engineers are working on a solution to this problem, but this has been happening since August.

We see the importance of this matter, @R13. We'll point you in the right direction to ensure you receive information.

Currently, the issue on the recurring reminders template you're facing is under investigation. I assure you our engineers are already aware of this matter and are implementing measures to provide a solution as soon as possible. Just provide your name and the investigation number INV-95280 to be notified through email.

I'd recommend reaching our live support so they can get your details and add you to the list of affected users. This way, you'll be notified of any progress. Rest assured that you'll receive updates when fixes are available.

Here's how:

1. Go to the Help icon and choose Search.
2. Select the Contact Us button.
3. Enter your concern, then tap Continue.

I'd like to leave this article it includes the contact number you can use to call us directly: QuickBooks Online Support.

I'd appreciate your patience and understanding while we look into this further. If you have further concerns, don't hesitate to reply. I am always around to help!

@AldritchM I talked with someone at support again today and everytime I talk to someone, it is at least a 30 minute phone call and starting from the beginning.  The support person was looking at the issue on my computer and could not understand what I was trying to explain.  It was a waste of time and has been that way each time I call.  Is there any kind of timeline for the issue to be resolved?  It has been happening to be since August and we are now into December.