@JoesemM I joined this thread long long ago.  I have submitted feedback through the gear icon many times, and nothing changes.  I have submitted many posts through this community and I get canned responses that are of absolutely no help to your customers.   No one listens!  So disappointing.

Hello,

I see this issue was first reported in October 2023 and is still an issues as of August 31 2024. What is QBO doing to correct this. I have contacted "Support" several times and no on seems to have an answer. 

@EHS @JoesemM Sad to report that nothing has been fixed.  I have wasted so much time and energy speaking with QBO support, submitting feedback through the gear icon, and posting on the community, but no one listens.  Just canned responses and no listening to what the customer needs for smoothly running a small business.  Goo luch @EHS, I hope you can help the rest of us with getting this issue resolved.

I don't know if this helps in locating the key as to why this is occurring but I can tell you this.  I do all billing on the 1st of the month. Yesterday I went to my recurring reminders and I realized I had not yet switched to the new layout for invoices.So I went ahead and made the change.  This then presented the exact issue that's being posted about here.  When I go the reminder list and select the edit and create when I review and send and then send once completed the reminder stays there. Nothing is updated.  The only other options are to create and skip.  I have used the skip because at least that does advance to the next date I need the reminder.  Looking forward to seeing if those are present on 10/1.  I plan on performing a few tests this month.

I just realized something and might be on to something but am not spending any more time with this today.  I was just looking at the list of reminders and realized that one of the previous dates was correct.  If I remember correctly what happened with that one (I was playing around to see if it worked) I chose to just create without edit.  It then disappeared from the list which was then alarming because I didn't want it sent without pertinent info for August transactions.  So, I had to go to the client, open the invoice, edit it, and then send.  I believe then this is the reminder that now shows the correct previous date and the next did advance.  I will play around with this during the week, trying to enjoy the holiday today.  Will report back.  But, if this is the case it's ludicrous.  To have to create an invoice then go to the client to find it and edit it and then send it.  Talk about creating more work.  Inefficient.

@Lisa2112  @JoesemM @EHS @salesAPS @StewHard    I hope this works for your invoices.  It does not work correctly for any other reminders.  I have all expenses and income (daily, weekly, annually, quarterly, biannually) set up with reminders.  I edit and create as they appear on the reminders list, then I have to skip the reminder to get it removed from the reminders list.  Then when you look at your audit list, it appears like all expense and income transactions have been skipped.  This is totally inaccurate and does not work like it used to.  If I forget to skip a reminder, then I have to go back to see if it was actually entered before I skip the reminder.  I wish INTUIT QUICKBOOKS would listen to its customers and fix this issue which has now been happening for over a year.

pbb2, I'm assuming you go to the reminder list to see what's there.  Try this, even if you have to edit the expense.  Instead of using the edit and create select from the drop down and use create.  Then, you will notice that removes it from your list.  Now go find it under the vendor or expense area and if you have to edit anything make sure to take care of that piece. Now, go back to your list of all recurrings.  Did that change the previous date and update the next date?

I am just being lazy here I don't want to toy around today, but this is the exact test I am going to run tomorrow.  Just thinking if you have the time maybe you try it out today.

Still, definitely not the ideal solution but a band aid until they get this figured out.

By any chance is anyone having the fun problem of when you go to your client list it brings you to the page I have attached a jpeg of?  I then have to keep clicking on client in the menu and I eventually get this error that says "failed to fetch".  But I can still enter the client's name in the box, and it will bring up their account.  That's been the further fun of late!  I have called support and I get the standard clear cache/use incognito window.  That is also not a fix.

Let me know if you test out doing the create and not edit and create and if it updates the date.

Lisa

I did a number of tests, starting with an incognito window, which didn't work. Using "create" instead of "edit and create" worked for me...sort of. It still requires many extra steps when edits are necessary.

It's not really a fix, more a work around. Something that QBO should be embarrassed by. 

Thanks to all (except the QB admins who give unhelpful stock answers that waste valuable time) for this thread and making me realize that it wasn't just me.

I appreciate your response.  I've been waiting for some incoming data required to create an invoice from a recurring that should arrive over the next few days.  Kept meaning to just set up a test but never got to it.  This tells me if I create, then nav to the invoice in the customer record and edit and then send, this should then allow the last created date to update.  You're right though, a definite band aid workaround.  So, I'll leave it at this. The QB community creates a valuable connection with other users. I'm entirely grateful to all who are willing to work together to see if we can come up with the answer for each other.  Though we can't fix it we can definitely find some workaround that helps.

Lisa

Finally had the chance and just offering backup confirmation.

In order to update the prior date create in the recurring list you need to create the invoice template.  Then, you go to the customer record and open the invoice that was created and edit it and then review and send.  Once this is completed if you go back to the recurring list the prior date is now updated.

This is completely inefficient.  But, it's a workaround.  Hoping they get it figured out.

@Lisa2112 @JoesemM @EHS If QuickBooks would just fix the issue you wouldn't have to do all of the unnecessary steps and wasted use of your time.  Also, if you look at your audit log, it is all incorrect because of the work around.

this is a terrible workaround, if you don't send in invoices via QB.

Glad you found something, but still not ideal.

@lcallander @EHS @StewHard @EWPA @Lisa2112 As you can see, this issue has been happening for over a year and a half.  Many comments on the QBO community and I have sent many requests through the feedback gear icon.  There is never a response or acknowledgment of QBO receiving the request and if they will ever look into the issue that many of their customers face.  We are hostages to the engineers that really don't care.

@pbb2 Yes and the most frustrating thing is that this functionality worked perfectly fine until they broke it.

oh wow, I'm a new user, so I never had the privilege of having experienced it working.  You win for most frustrated!

@EHS YES, exactly!!!  Oh the joys of when it actually worked.