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PandR
Level 1

My transactions in recurring Transactions do not update when a transaction has been completed. The last time it was created remains blank. I have it set to a reminder.

The previous date never gets entered

2 Comments 2
JayAnne_C
QuickBooks Team

My transactions in recurring Transactions do not update when a transaction has been completed. The last time it was created remains blank. I have it set to a reminder.

Hi there, @PandR.

 

Let me share with you how reminders work in QuickBooks Online (QBO).

 

The reminder feature requires transactions to be manually created. To verify if a transaction was created from a reminder, review the customer records or transaction list. Keep in mind that the “PREVIOUS DATE” field updates solely for transactions created via the reminder. 

 

If the next date doesn’t update properly, edit the reminder template and save it even if no changes are made. Ensure you use the reminder by selecting Use from the Recurring Transactions list rather than other methods.  

 

Here's how:

 

  1. Go to the Gear icon and select Recurring transactions.
  2. Look for the reminder you've created, click the drop-down list under the ACTION column.
  3. Choose Use and review the transaction.
  4. Save and close once done.  

 

For more details, feel free to visit this link: Edit a recurring template.

 

If the issue persists, reach out to our Live Support Team for further assistance in resolving the issue.

 

If you have any other QuickBooks-related questions, don't hesitate to click the Reply button. We're here to help.

JayAnne_C
QuickBooks Team

My transactions in recurring Transactions do not update when a transaction has been completed. The last time it was created remains blank. I have it set to a reminder.

Hello @PandR,
 
I just wanted to follow up to check if the resolution we provided helped resolve your issue.
 
Please let us know if everything is now working as expected or if you’re still experiencing any problems. We’ll be glad to assist further if needed.
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