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KJatWork
Level 2

Recurring Transactions Report

We have been using QBO for about 6 months.   Our A/R recurring transactions are set as reminders x # of  days before the transaction date.  For example this month all of them are set for 12 days before the transaction date.   

I use the recurring transactions report, filtered to next date to make sure I've updated everyone's invoice. My question is if there is any report for the recurring that has a column to show how many days before the reminder should pop up.   

In Desktop's Memorized transactions page I could scan the list's 'days in advance' column to make sure everyone is set right.   So where is the analog in Online?  

Solved
Best answer June 12, 2024

Best Answers
Ivan_G
QuickBooks Team

Recurring Transactions Report

Thanks for being a loyal customer of QuickBooks, KJatWork. I'm here to guide you regarding your concern about the reminders in your recurring transaction and share some information about its report.

 

To begin with, in QuickBooks Online (QBO), there's no specific customization to view the remaining days for reminders to show up. In the Reminders List from the Recurring transactions page and the Recurring Template report, the available details visible are the Interval time of the scheduled template and when it will generate the reminder again (Next Date column).

 

Given that, you may determine the remaining days for the upcoming reminders by checking the Interval frequency set, the Previous Date of the last reminder, and the stated Next Date.

 

That said, I recommend sending a feature request to our product developers regarding this. Your suggestion would have a significant impact in helping our developers on what areas in the product need to be improved depending on received recommendations from the users.

 

To proceed in sending your product suggestion, kindly follow the steps below:

 

  1. Log in to your QBO account.
  2. Navigate to the Gear icon and select Feedback.
  3. Enter your feature comments and recommendations. Then, hit Next to submit.

 

I'm also adding this article that can help you maximize the Recurring transactions and improve your experience using this feature: Recurring transactions - QuickBooks Online. This way, you can manage your templates accordingly in the program.

 

I'm always ready to help at any time. If you have more questions regarding recurring transactions, kindly comment on this thread. Have a good one.

View solution in original post

2 Comments 2
Ivan_G
QuickBooks Team

Recurring Transactions Report

Thanks for being a loyal customer of QuickBooks, KJatWork. I'm here to guide you regarding your concern about the reminders in your recurring transaction and share some information about its report.

 

To begin with, in QuickBooks Online (QBO), there's no specific customization to view the remaining days for reminders to show up. In the Reminders List from the Recurring transactions page and the Recurring Template report, the available details visible are the Interval time of the scheduled template and when it will generate the reminder again (Next Date column).

 

Given that, you may determine the remaining days for the upcoming reminders by checking the Interval frequency set, the Previous Date of the last reminder, and the stated Next Date.

 

That said, I recommend sending a feature request to our product developers regarding this. Your suggestion would have a significant impact in helping our developers on what areas in the product need to be improved depending on received recommendations from the users.

 

To proceed in sending your product suggestion, kindly follow the steps below:

 

  1. Log in to your QBO account.
  2. Navigate to the Gear icon and select Feedback.
  3. Enter your feature comments and recommendations. Then, hit Next to submit.

 

I'm also adding this article that can help you maximize the Recurring transactions and improve your experience using this feature: Recurring transactions - QuickBooks Online. This way, you can manage your templates accordingly in the program.

 

I'm always ready to help at any time. If you have more questions regarding recurring transactions, kindly comment on this thread. Have a good one.

KJatWork
Level 2

Recurring Transactions Report

I suspected, but wanted to verify I had not missed something, as I had not found an analog in QBO to the 'days in advance' column in QBD memorized trans.    It is frustrating as it is an important piece of information & certainly made my job much quicker being able to quickly scan that information in Desktop memorized trn.   Having to click each recurring template to verify and then getting thrown back to the dashboard instead of the list I started out makes it infinitely more frustrating.  

 

Thank you for your assistance. 

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