Priority Circle Prompt

danmarie1 · ‎February 06, 2023

Hi! Good day! How could I stop the Priority Circle notification from Prompting every time I save and close a Sales Receipt? Thank you!

MadelynC · ‎February 06, 2023

Look no further. I’d be glad to show you the way how to turn off the Priority Circle notification so you can smoothly manage your sales receipt in QuickBooks without interruptions, @danmarie1.

In QuickBooks Online, you can modify your Marketing Preferences under your Company settings to stop the Priority Circle notification from prompting every time you save and close a sales receipt. Here’s how you do it:

Open your QuickBooks account.
Go to the Gear icon and select Accounts and Settings.
Select the Company tab.
Click Marketing Preferences.
Choose Data privacy.
Under Notifications, click View next to QuickBooks.
Locate Priority Circle and switch it off. Please note that it takes 48 hours to apply your changes.

For a convenient and efficient company setup, you can visit this guide to get more ways and tips: Get started and adjust settings after you sign up for QuickBooks Online. It includes videos to help organize your sales, expenses, and advanced settings.

Please let me know if there’s anything else I can assist you with. I’m willing to extend my help to ensure everything is covered. Have a great day and always take care!

View solution in original post

MadelynC · ‎February 06, 2023

Look no further. I’d be glad to show you the way how to turn off the Priority Circle notification so you can smoothly manage your sales receipt in QuickBooks without interruptions, @danmarie1.

In QuickBooks Online, you can modify your Marketing Preferences under your Company settings to stop the Priority Circle notification from prompting every time you save and close a sales receipt. Here’s how you do it:

Open your QuickBooks account.
Go to the Gear icon and select Accounts and Settings.
Select the Company tab.
Click Marketing Preferences.
Choose Data privacy.
Under Notifications, click View next to QuickBooks.
Locate Priority Circle and switch it off. Please note that it takes 48 hours to apply your changes.

For a convenient and efficient company setup, you can visit this guide to get more ways and tips: Get started and adjust settings after you sign up for QuickBooks Online. It includes videos to help organize your sales, expenses, and advanced settings.

Please let me know if there’s anything else I can assist you with. I’m willing to extend my help to ensure everything is covered. Have a great day and always take care!

danmarie1 · ‎February 06, 2023

Thank you so much!

Carneil_C · ‎February 06, 2023

Hello, @danmarie1.

On behalf of my colleague, MadelynC, you're welcome. The QuickBooks Community will always be around to lend you a hand whenever you need guidance.

I'll be around if you need further assistance with any QBO-related tasks. I hope you have a pleasant day ahead. Keep safe always!

danmarie1 · ‎February 28, 2023

Hi Team,

The prompt still keeps on showing. Is there any way I could stop this?

Kindly advise.

Carneil_C · ‎February 28, 2023

I admire you for getting back to us and providing an update, @danmarie1. I'll add more information so you can stop the Priority Circle notification prompt in QuickBooks Online.

First, we can double-check your settings by following the steps provided by my colleague above to verify if it's turned off. Thus, the notification prompts whenever you save and close a sales receipt.

If you have just turned off the Priority Circle switch, please know it will take 48 hours before the changes apply. Otherwise, if you've switched it off and the issue persists after 48 hours, you can try logging in to your QBO account using a private window. This way, we can determine if this is a browser-related issue.

Feel free to use either of these keyboard shortcuts to open an incognito window, depending on your browser:

Google Chrome: Ctrl + Shift + N
Safari 11 or newer: ⌘ + Shift + N
Mozilla Firefox: Shift + Ctrl + P
Microsoft Edge: Ctrl + Shift + N

If it works, you can return to your original browser and clear its cache to start fresh. You can also use another supported, up-to-date browser to narrow down the results.

If the notification still appears, you can contact our QuickBooks Online Support. They can further investigate this matter to find possible fixes.

Let me know how it goes by dropping your reply to this thread to keep me posted on your progress. I'm here to help you in any way I can. Keep safe always.

danmarie1 · ‎February 28, 2023

Hi Carniel,

I have followed the steps and have turned off the priority circle switch and also processed using incognito window but the prompt still shows.

Mich_S · ‎February 28, 2023

We appreciate your efforts in fixing this notification issue when saving and closing Sales Receipt in QuickBooks Online, @danmarie1.

I'll direct you to the right support who can help you further.

Considering your scenario, it'd be best to get in touch with our Customer Support team. This allows them to investigate and provide the best resolution. Here's how to reach support:

Log in to your QBO account.
Click on Help (?).
Choose either tab to start:

Assistant: Get fast, customized responses. Choose a recommended option, or enter a question you need help with. If need more help, select Talk to a human.
Search: Browse the QBO knowledge base directly, or choose Contact Us and select a way to connect with us:
- Start a chat
- Get a callback

Kindly note their support hours to make sure they're available for assistance.

Once you're good, feel free to read this module about personalizing SR and other sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please let us know if you need anything else regarding SR or QuickBooks. We'll make sure to respond as soon as we can. Keep safe.

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Priority Circle Prompt