This appears to be a "stock" answer and is completely unhelpful. Why would anyone suggest that a customer contact support again when that customer is literally complaining about how unfruitful and time consuming it was to contact support originally?

This is clearly an issue that QB does not have a handle on and is unsure how to resolve for all of its customers.

To prove my point...

I did absolutely nothing that was suggested by employees throughout this thread; NOTHING. I did not go in and clear cookies. I did not go in and review start dates and end dates in my template reminders. And I most certainly did not contact support again. Why would I waste my time when I know this is not an issue on my end?????

Magically, on April 30th, this problem resolved for me, and all of my template reminders began disappearing after use and functioning the way they did before this issue started. Hmmmm....

Please stop making customers feel like this is an issue on their end and suggesting they need to educate themselves on how template reminders function. This is a QB problem plain and simple. 

@Rebecka P You are so right.  I just spent more than 45 minutes on a chat with support.  Every time, I have to start from scratch and explain the problem, which to me seems so very simple.  I refer to the prior closed investigations INV-91805 and INV-97602 as well, which seem to explain the issue decently..........We have reminders for monthly (or other time interval) bills and transfers and things like that.  If we use the reminder to take action, the reminder should go away and automatically set to the next interval so it "reminds" us again next month.  It used to behave that way.  Now it doesn't.  We can skip the reminder if we do not need it for that month or whatever, but otherwise, we should never have to "skip" it.  The support person had a hard time understanding the problem...asking questions like "So basically, the reminder you are using is not updating the customer, am I correct?"  No - that is not the problem.  This has nothing to do with customers.  Or, "Just to confirm is that you want to set a reminder automatically?"  Ugh, not exactly...yes, but not exactly.  Why is this so hard to understand.  We then did screen share.  I grabbed the next recurring transaction and created a bill from it.  I showed how the recurring reminder was still there.  This still did not seem to explain the issue.  We spent time going into my settings and messing with Invoice reminders and things like that.  Still, I'm like - this person does not get it.  Then, after all of that, the session suddenly ends and says "Session ended by other side."  Great.  45 minutes I will never get back and we are no closer to resolution.  SO FRUSTRATING!!

I am so glad to hear that the problem was suddenly fixed on your side.  Maybe by a miracle it will be fixed for me soon, too.  Thank you for your comments.

What the Heck is wrong with these people at Quick Books?  Do they have any real world experience working in a small to medium sized business?  Yes when you get reminded to send and Invoice, Bill, Etc. Etc. and then you do that very thing by clicking on the create button and then you do that, then send and save it....you of course want the Reminder removed and move on to the next month...Do you think customers of a business want to be double invoiced or worse off double debited.......what is the problem at QB....does anyone have half a brain over there??? Do they want to just give business away???  What is the explanation here for why this problem exists???

What the Heck is wrong with these people at Quick Books?  Do they have any real world experience working in a small to medium sized business?  Yes when you get reminded to send and Invoice, Bill, Etc. Etc. and then you do that very thing by clicking on the create button and then you do that, then send and save it....you of course want the Reminder removed and move on to the next month...Do you think customers of a business want to be double invoiced or worse off double debited.......what is the problem at QB....does anyone have half a brain over there??? Do they want to just give business away???  What is the explanation here for why this problem exists???

I understand that you are having trouble updating a recurring invoice reminder, @Eric99. I understand the frustration this may have caused you.

Our team has recently investigated similar cases where recurring reminders were not being removed from the Reminder List page or moved to the next date. Although the investigation has been closed, we've received further reports indicating that this issue persists and I appreciate all your efforts in dealing with this issue. To isolate the issue of this being a temporary browser problem, I recommend doing browser troubleshooting.

To begin, please open an incognito window by using the following keyboard shortcuts based on the type of browser you are using:

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

Using an alternative browser will also provide the best and most secure experience with QuickBooks. However, if the issue persists, please contact our support team to include you in the list of affected users. This way, you will be notified as soon as a solution is available.

I'll also add this article to help you get a list of all your recurring transactions and the accounts they're linked to in QBO: Review your recurring transactions

If you have any further concerns or questions regarding the recurring invoice reminder or other QuickBooks-related issues, please do not hesitate to click the Reply button and tag my name. I am here to help and ensure that this is taken care of for you, @Eric99.

@Eric99  Though I appreciate your response, I have so many issues with what you have said.

You say that you understand I am having trouble updating a recurring invoice reminder.  Not exactly.

1)  I do not use recurring invoice reminders, but I do have reminders set up for other recurring transactions, such as Bills, Checks and Transfers.

2)  I am able to "Edit"/update my recurring transactions just fine.  The issue is that when I "use" one of the reminders, the REMINDER does not reset to the next interval (every month, every 3 months, etc.).  I must manually SKIP the reminder after it has been used.  As has been pointed out numerous times by a multitude of users, this functionality a) is not how it used to work; and b) does not make sense.  No user wants to have to remember to go back in and skip a reminder that they just used.

If the investigations have been closed, but you continue to receive reports that the issue persists, why is the investigation not reopened?  Or at least, why are you NEVER explaining how it has been resolved?  The only conclusion were are left to draw is that QB does not believe there is an issue, or has no intention of fixing the known problem.

You have recommended doing browser troubleshooting.  Ok.  I attempted to follow your instructions, which appear to be incomplete.  You say to open an incognito window, but then what?  If I run QBO in an incognito window, the same issue happens.  You say "using an alternative browser will also provide the best and most secure experience with QB".  Alternative to what?  This is very confusing.

Finally, you say I should contact the support team to include me in the list of affected users. That way I will be notified as soon as a solution is available.  I have literally been on the list off affected users for TWO investigations (INV-91805 and INV-97602), BOTH of which have been closed with no solution being provided (and no one notifying me of the outcome, by the way).  And, I spent nearly an hour on chat with your support personnel only to be disconnected and back at square one.  Honestly, this is completely ridiculous.  

I would greatly appreciate something other than a canned response.  Do not tell me to contact your support team.  Do not provide me a link to a "helpful article".  Please just tell me HOW the other investigations were resolved OR assure me that QB cares enough to open an investigation to really solve the issue.

@Fudge_Accounting  Soooo in an interesting turn of events... This feature stopped working again today. (Insert eye roll here). I just thought I should let you know, in case you get a "miracle" fix like I did, that it will not last. I'm still holding out hope that QuickBooks will get its act together and 1) properly beta-test new features before pushing them out and 2) find the source of ongoing bugs in the system (like this one) instead of saying it is a problem on the customer's end. I'm at a loss for what to do at this point. Contacting support is frustrating and useless, as we both experienced. I guess I'm waiting for it to "fix itself" again or for QB to figure out how to resolve this for everyone. We'll see what happens first. My bet...it's the former over the latter haha! In the meantime, I'll be over here trying to remember to skip my recurring transaction reminders after I've used them. 

@Rebecka P Sigh

I came here looking for advice on this very issue.  The reminders moved, and then they disappeared.  I rely on those reminders! Right now I'm printing the recurring list and crossing things off as I do them.  I'm so worried Im going to pay something late. 

When I contacted support, they had no idea what I was talking about.  No one even knows about the recurring reminder list!  That's the most frustrating part.  The rep said they would email me updates as tech support looked into it, but I never received and email.

This is a major issue that will cause massive problems for companies like us that need to reminder lists. 

While I can't access details about your specific experience with our customer support team, Mollyhxyzproperties. For the time being, let's perform some troubleshooting steps to resolve the reminders that disappeared.

The outdated stored cache can affect the performance of the program. We can start by accessing your QBO account through an incognito mode. This does not store cache which has the potential to become corrupted and cause unexpected behavior. 

Here are the keyboard shortcuts:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

If the reminders show, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. You may also use other supported browsers as an alternative.

If the issue persists, I recommend contacting our QuickBooks Support Team. This way, they can further check on this matter and provide in-depth troubleshooting steps to get this resolved. They can also provide updates on the case number since you haven't received any email.

Additionally, I'll be sharing these guides that will help you easily remind your customer about their due dates and get a list of all your recurring transactions:

• Review your recurring transactions in QuickBooks Online
• Send invoice reminders automatically or manually in QuickBooks Online

If you have further questions about reminders or recurring transactions in QBO, please let me know. I'm always here to lend a hand. Take good care.

Out of sheer curiosity, why does Intuit ask its admins post the boilerplate suggestion to clear browser caches or use private windows (implying the issue is with users' browsers rather than server-side code) when not a single person who has reported this issue in this thread or any other has found that suggestion to have any impact on the matter at hand? You're intentionally misleading/gaslighting your users at this point by telling them the problem is something they're responsible for, which is disrespectful and counterproductive in terms of working toward an actual solution.

Your code handling reminders is broken, and it has been for quite some time, as seen by the history of reports on this subject. Why not just acknowledge that fact and ask users for help in troubleshooting specific scenarios if you're having trouble replicating them? I'm sure I and many others from this thread would be happy to contribute time toward testing fixes if it finally resulted in a resolution to this longstanding bug.

If I could switch back to the old "Experience I would. You forced me into the new invoices, which totally blows, is way slower and just seems to be an ad to use your payments (fat chance). I've been using Quickbooks for 20 years, and it just keeps getting worse. Now it is slower, and I will have to manually update the "Recurring invoices' create a new recurring transaction, and delete the old. More than twice the work as before. Are you working on fixing this. It used to be simple. I rely on recurring transactions, and now it's a mess. 

If I could switch back to the old "Experience I would. You forced me into the new invoices, which totally blows, is way slower and just seems to be an ad to use your payments (fat chance). I've been using Quickbooks for 20 years, and it just keeps getting worse. Now it is slower, and I will have to manually update the "Recurring invoices' create a new recurring transaction, and delete the old. More than twice the work as before. Are you working on fixing this. It used to be simple. I rely on recurring transactions, and now it's a mess. 

I am now having this same issue too. I thought it was user error. I am not even going to waste my time calling since I know how this plays out....me frustrated and the problem still unresolved. Just here to keep track of the issue. Thanks to the others who have successfully used the "skip" function as a work around. I am new to the recurring/reminder list feature, and it helped to know that skipping it won't hurt anything.

I tried the trouble shooting but it didn't fix the problem.  When I called customer service, they had no idea what I was talking about.  How can I get help if customer service doesn't even know about this function? 

Hello Molly, I appreciate the time and effort to troubleshoot the issue. I'll also take note of your feedback experience.

Following the basic troubleshooting steps suggested in this thread helps us resolve unusual performance issues with QuickBooks.

However, as the issue persists, I recommend contacting our support team again. Rest assured that we will further investigate this to provide an appropriate solution. You can request a screen-sharing session to ensure that you both are on the same page. Here's how to do it:

1. Log in to your QBO account.
2. Go to the Help icon.
3. In the Search tab, click Contact Us.
   

For tips about personalizing sales forms, visit this article: Customize invoices, estimates, and sales receipts.

Post any follow-up concerns here regarding recurring transactions. We want to ensure that you are taken care of.

I'm having the same issue. It started a few months ago just impacting recurring checks. Now it's impacting all of our recurring invoices. The next date doesn't get updated and the reminders stay in the list of reminders until we hit skip for nearly all of our reminders.

Thank you for informing us that you're also facing the same issue with the recurring transactions not updating.

Please note that although we currently don't have an investigation about the issue of recurring transactions not updating, we are keen to gather more information about this from you and other QuickBooks-affected users.

With this, I recommend contacting our Customer Support Team, for they have the necessary tools and expertise to investigate this securely. 

Here's how:

1. Navigate to the Help icon.
2. Click the Contact Us button. 
3. Input your question and click Let's Talk. 
4. Scroll down and select Get a callback. 

If you need prompt assistance, you can reach them directly through their contact number: QuickBooks Online Support.

Additionally, if you need a list of recurring transactions, please refer to this article for guidance: Review your recurring transactions in QuickBooks Online.

Feel free to ask if you have any further questions about the recurring transactions or need additional assistance with QuickBooks. Keep safe.

Why is this issue not getting fixed!? I've been dealing with this for over a year now. New features are coming out but basic fundamental bugs are not getting fixed. Is it time for me to find new software?

I know how critical it is that reminders update accurately to avoid confusion or errors in your data entry processes, MN_Mom1.

I want to let you know that our engineers have already completed all related investigations related to recurring reminders not updating correctly.

You mentioned you're experiencing this for a while now. In this case, I would suggest reaching out to our support teams through our chat or phone channels. This will allow them to check these reminders to determine what's preventing them from updating as expected.

Here are the steps to connect with a support representative directly inside QuickBooks Online:

1. Click the Help menu in the upper-right-hand corner of QBO.
2. Proceed to the Assistant tab.
3. Type in "contact support" in the chat box and press Enter.
4. Select QuickBooks Online Support, then click Contact Us at the bottom of the screen.
5. Click Ask about something else, then enter a short description of your concern.
6. Choose between Have us call you or Chat.

Allow me to provide a couple of resources that you might find handy while using the recurring transactions feature:

• Set Up Autopay For Recurring Invoices In QuickBooks Online
• Resolve Failed Recurring Transactions In QuickBooks Online

Visit us again if you need anything else while automating tasks and recording any other types of transactions in QBO. The Community is great resource for connecting with other users and QuickBooks experts who can offer additional support.

@jenop2 @StewHard @MN_Mom1 @RogelioL @Paragon Digital I have had this issue too for over a year and talked with customer support many many times and wasted "hours" and more "hours" of my time.  If you have a paper to-do list, wouldn't you cross off a task when you complete the task?  When the customer is forced to skip the reminder, the previous used date does not update, so all of the information available for oreviously dates is incorrect.  In the audit log, it says skipped, which again is not correct.  The last time I spent hours on the phone with support, the engineers told the support person, it is designed correctly and is not supposed to come off the reminders list and nothing will change.  Who changed the design and why??!!!  Please listen to your customer and fix the issue.  I do not want any canned response from QuickBooks if it suggests brower settings, been there done that, used incognito windows, made new templates, updated old templates and many other attempts to fix the issue.  It is totally up to the engineers to listen to the customer and fix the Reminders List to clear out the reminder when created. NOW IS THE TIME TO FIX THE ISSUE!!

Sorry @Eric99 , I read my response from a while back and realized I meant to tag @Clark_B.  I took issue with his response, not yours!  Sorry about that!

QBO engineers.... for the recurring transactions, the "USE" button should auto advance the recurring transaction to the next date (no matter if its reminder/schedule). it is redundant to utilize the "USE" button and then have to manually go back and "SKIP TO NEXT DATE".

Reading this thread, the consensus is that the "USE" button should let you enter the transaction AND advance to the next date. Can the engineers change the code to make this function work

@salesAPS Totally Agree!