Recurring Transactions Location and Choices

Thanks for posting your questions here in the Community, @CFOPres. I'm here to answer all of your concerns about the reminders feature for recurring transactions. 

Yes, you're right. You can find the reminders from the top homepage or dashboard in the Tasks section. It also suggests a series of transactions based on the schedule you've set. 

About the different choices in your reminders, it could be that you've used a base or an existing template for a recurring transaction. That's why you only have the option to Use or Duplicate. 

To make sure you'll get notified when your transactions will be created, I'd suggest you create it from scratch. Then, let's select Reminder as the type of your recurring bill.

Here's how:

1. Go to the Gear icon, then under Lists, select Recurring Transactions.
2. Tap New, then choose Bill.
3. On the Type section, select Reminder.
4. Enter all the information needed for your recurring bill.
5. Click Save template.

To learn more insights about this, here's an article that you can read through: Create templates for recurring transactions.

I've also added this help article for your future reference: Duplicate transactions when using a recurring template. It helps you learn about how to handle this type of situation in case you'll encounter any. 

I'm always here in the Community if you need more help, @CFOPres. More power to your business. 

Yes, I have all of my needed transactions set up as Reminders.

The problem is they don't show up anywhere except in the Recurring Transactions list.  The don't ever REMIND me of anything.  They also don't move forward to the next month when I use them in the Recurring Transactions list.  

I feel like all I am doing every period is editing the templates.  Sometimes USE is not even one of the options and I literally have to edit the template.

I know that your time is precious, @CFOPres.

Let me share additional details about why you're unable to receive reminders when creating recurring transactions.

To trigger the reminders feature in the Task drop-down list above the Dashboard, make sure that the transactions aren't sent until you decide to create and send them. Also, sometimes the recurring transactions with a fixed schedule need to be edited before they are created, like electricity bills and water bills. Fixed scheduled transactions work best with the reminder feature.

You can also pick the Use option if you wanted to make an unscheduled type of recurring transactions that have complicated invoices that need to go to many customers.

If this feature is dropping when creating a transaction from a recurring template, you can do browser troubleshooting steps by clearing cache and cookies. It fixes missing options and functionalities in QuickBooks Online.

For additional resources in creating or editing templates in QuickBooks, you can bookmark this article: Create recurring transactions in QuickBooks Online.

Please let me know how it goes, and I'll assist you as fast as I can. The Community is always here to help you. Stay safe and well!

I have the same problem with recurring transaction/reminders.   I guess I am not understanding. Should the reminders "pop up" when you open the program, as they did on the desktop version?  I don't see a way to make that work.  Then when I "use" them, they don't change the date for the next month or session. The date stays the same on the "Next Date" Tab.  

So far, I am not really impressed with the online version, but I am willing to keep working at it, if I can iron out some of the kinks. 

Thanks for joining the thread, @kpgrace. 

Let me share with you how do recurring transactions work in QuickBooks Online (QBO). 

Once you use this feature, you'll have the option to create templates for recurring transactions. The way it works depends on the type of template you're using when setting it up.

You can check out this article to view more details about its types and function: Different types of recurring template in QBO and its uses. 

In addition, the reminders won't pop up on the QBO Home screen once the template recurs. How this feature works is slightly different with QuickBooks Desktop. 

However, you can list of reminders in the View reminders section. All you have to do is to go to the Task menu and select View reminders. Using this will help you decide which ones to create or edit.

You can also check out these article as additional resources when creating or editing the recurring templates:

• Create a recurring transaction for all or several customers
• Create a recurring invoice dated in the future, but completed at an earlier date
• Set up automatic or recurring statements for customers
• Edit recurring templates

In case you have more questions or concerns in setting up recurring transactions in QuickBooks, don't hesitate to visit us again. We are always ready to provide you additional assistance. Stay safe.

All of my reminders require editing before they are recorded because the amounts or something varies period to period.

My problem is I have no Task drop-down list above the Dashboard.  I have logged in with Chome and Edge and I'm concluding that I am just looking in the wrong place.  Can anybody direct me to a screenshot of this dropdown list?  All I have is the gear with the recurring transaction list, which is basically just a list of templates that don't really serve a reminder function.

I guess my ultimate question at this point is...Where is the TASK MENU?

It should be noted that the ability to have reminders show in the Dashboard>Tasks view is only available in the Advanced edition of QBO, not the Plus edition. Or so I was told by a QB tech support agent today when I enquired about this exact topic.

This seems like such a basic feature it should be included in all editions of QBO, and also improved so that the reminders actually do pop-up as an alert.

I appreciate your feedback, D_Weavers.

I will share this idea with our Developers team. This way, they'll review this suggestion, and may be added as one of the future updates.

Know that this idea of yours will helps us to provide a more friendly-user interface. 

If you have other suggestions there, please let us know. 

I'm just a post-away if there's anything that I can help. Keep safe!