Question

Template Reminders

Forum|Forum|3 years ago
December 26, 2022
3 replies
1 view

I have been using the Reminders List for entering my recurring transactions for five years. The Reminders List always had the reminders for the day when I opened QBO first thing in the morning. My routine is to review and enter or delete all of the reminders. For the past ten days, the reminders have not been on the list until much later in the day. What can I do to get the templates to show up on the list first thing in the morning? I have talked with a QBO person and sent feedback to QBO. Nothing has changed.

QuickBooks Online

Z

ZackE_

QuickBooks Team

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:

Use the Help (?) icon.
Click Contact Us.
Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
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!

P

pbb2Author

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.

J

jamespaul

Level 8

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:

Click the Help icon on the top right corner of the screen.
On the pop-up panel, go to the Search tab.
Click the Contact Us button on the bottom part.
In the box, we'll want to enter "recurring reminder template not working."
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.

P

pbb2Author

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

J

JamesAndrewM

Moderator

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:

On your QBO account, click Help.
Click the Search tab and select Contact Us.
Enter a brief description of your concern and select Continue.
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!

R

R13

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.

P

pbb2Author

@R13 @BWay @BWay @LieraMarie_A @mv32 @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.

AldritchM

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:

Go to the Help icon and choose Search.
Select the Contact Us button.
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!

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