Future Transactions Window Pops Up After Opening QuickBooks Desktop Pro 2020

TELC · ‎August 17, 2021

For the past week or so, every time I log in to QuickBooks Desktop Pro 2020 the first thing that pops up is the Future Transactions window saying "This transaction is more than 30 days in the future. Are you sure you want to make this change?" It only comes up upon logging in and gives no indication as to what transaction (if any) that it's referring to. It pops up even before QuickBooks has fully loaded the company file. I just keep clicking on "No". I need this notification so I don't want to turn off or edit the preferences, I just need to understand why it's coming up upon logging in and if there is any way to stop it.

TELC · ‎August 17, 2021

Thank you, RCV, for the response and instructions! I found that the problem was something else altogether, though I did follow your instructions initially.

Warn when editing a transaction was not checked so there was nothing to uncheck. I closed the company but we do not have another and the same issue occurred when exiting and reopening. I did the rebuild data but it all came out with no issues found.

Solution:

It appears the specific issue in question stemmed from two conflicting settings. I resolved the issue by unchecking the box for Warn If Transactions are [30] Days In the Future and exited QuickBooks. When QuickBooks reopened, the Future Transactions window didn't pop up but instead a memorized transaction came up that had a 60 day reminder set to it. I went into the Memorized Transaction List and edited the memorized transaction by unticking the circle for Automate Transaction Entry and instead ticking the circle for Add to my Reminder List. I then went into Preferences and turned back on the [30] day warning for future transactions. I exited and reopened QuickBooks without having any further notifications. Apparently the Future Transactions window was popping up because it was trying to automate the Memorized Transaction which would have been more than 30 days in the future. However, upon each login/startup, QuickBooks was only showing the Future Transactions window without also supplying a separate window with the information for the transaction it was trying to get the future transaction approval for.

Thanks again for the initial guidance.

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RCV · ‎August 17, 2021

Allow me to help provide other options on how to turn off the warning message in QuickBooks Desktop, TELC.

We can go to the Preferences window to turn off the pop-up warning messages in the Future Transactions window. Here's how you can turn off the warning notification:

At the top menu bar of your QuickBooks, click Edit.
Select Preferences.
Click General.
Tap My Preferences.
Make sure to uncheck the Warn when editing a transaction box option.
Press OK to apply the changes.

Then, close and re-open QuickBooks to see if the warning message no longer appears. If the same thing happens, try opening another company file to check if you're having a problem with only one file and not the program itself. Let me show you how:

In your QuickBooks, go to the File menu at the top left.
Choose Close Company.
In the No Company Open window, select another company file (if you have one).

If there's no warning message in the other company file, we can run the Rebuild Data tool in the company file you are working with. This helps us resolve unusual behavior when using QuickBooks. Just follow the steps and detail in the Fix data damage on your QuickBooks Desktop company file article.

If the problem persists, I'd suggest contacting our Technical Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

Visit our Help Articles page for more insights about managing your business in your software.

Feel free to update us after contacting our support or performing the solutions, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. Take care always.

TELC · ‎August 17, 2021

Thank you, RCV, for the response and instructions! I found that the problem was something else altogether, though I did follow your instructions initially.

Warn when editing a transaction was not checked so there was nothing to uncheck. I closed the company but we do not have another and the same issue occurred when exiting and reopening. I did the rebuild data but it all came out with no issues found.

Solution:

It appears the specific issue in question stemmed from two conflicting settings. I resolved the issue by unchecking the box for Warn If Transactions are [30] Days In the Future and exited QuickBooks. When QuickBooks reopened, the Future Transactions window didn't pop up but instead a memorized transaction came up that had a 60 day reminder set to it. I went into the Memorized Transaction List and edited the memorized transaction by unticking the circle for Automate Transaction Entry and instead ticking the circle for Add to my Reminder List. I then went into Preferences and turned back on the [30] day warning for future transactions. I exited and reopened QuickBooks without having any further notifications. Apparently the Future Transactions window was popping up because it was trying to automate the Memorized Transaction which would have been more than 30 days in the future. However, upon each login/startup, QuickBooks was only showing the Future Transactions window without also supplying a separate window with the information for the transaction it was trying to get the future transaction approval for.

Thanks again for the initial guidance.

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Future Transactions Window Pops Up After Opening QuickBooks Desktop Pro 2020