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maidenphp
Level 2

Reminders List Doesn't Update After Successfully Taking Action on it

In the "Reminders List", I see the reminder. On that reminder, I click "Edit and Create" to record a payment and save it, successfully. The problem is that after I complete that task of recording a payment from that screen, the "Reminders List" never updates. It continues to show that reminder as if I had never taken action on it. How can we fix this to make the "Reminders List" update? Does anyone have any tips for this?

9 Comments 9
SheandL
QuickBooks Team

Reminders List Doesn't Update After Successfully Taking Action on it

Hi there, @maidenphp

 

Upon checking and reviewing your concern, I can see this is a duplicate post that my colleague has answered. You can go through the recommended resolution through this link: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-recurring-transactions-reminder....

 

Don't hesitate to leave a comment below if you need further assistance with this matter. The Community is always here to help you. Have a nice day!

maidenphp
Level 2

Reminders List Doesn't Update After Successfully Taking Action on it

There is no answer to the problem. Please fix this issue as it persists and multiple people have posted to this community about this same problem, yet there is no fix. Your link has no solution.

LeizylM
QuickBooks Team

Reminders List Doesn't Update After Successfully Taking Action on it

I understand the importance of updating the Reminder List in QuickBooks Online (QBO), maidenphp. I'm here to ensure you're routed to the best support available so you can get back to business seamlessly. 

 

Currently, the issue on the recurring reminders template you're facing is under investigation. Please know our engineers are already aware of this matter and are implementing measures to provide a resolution as soon as possible.

 

I recommend contacting our Support Team to add you to the list of affected users. This way, you'll be notified of any progress. Rest assured that you'll receive updates when fixes are available.

 

Here's how:

 

  1. Go to the Help icon and choose Search.
  2. Select the Contact Us button.
  3. Enter your concern, then tap Continue.

 

See this article for the support hours: QuickBooks Online Support. It includes the contact number you can use to call us directly.

 

I'd appreciate your patience and understanding while we look into this further, maidenphp. If you have any further concerns, feel free to reach out. Have a great day.

JaimeRyce
Level 1

Reminders List Doesn't Update After Successfully Taking Action on it

Did you ever get anywhere on this? I have two accounts and the Advanced version will not update but the basic does... please help.  The business I run the advanced platform with has so many more reminders and they don't update after I take action.. it is extremely frustrating.

ShyMae
QuickBooks Team

Reminders List Doesn't Update After Successfully Taking Action on it

I understand the importance of viewing the latest updates in the reminders list, Jaime. 

 

Currently, we have an ongoing investigation (INV-97602) wherein the reminders list isn't updating. Rest assured, our engineers are working diligently to resolve it and get your business up and running again.

 

With that said, I recommend contacting our customer support team. They can add you to the list of affected users and provide you with email updates on the progress. You'll receive a notification as soon as the issue is resolved. 

 

To reach our support team:

 

  1. In your QuickBooks Online account, go to the Help menu.
  2. Hover to the Search tab, then click Contact Us.
  3. Type in a short description of your issue and concern in the box provided.
  4. Click Continue.
  5. Select the Chat or Callback option.

 

If you wish to change your recurring transaction templates, check out this article: How to edit recurring transactions.

 

Moreover, you can generate a report to view the recurring template list. This information can be beneficial for tracking and managing your regular tasks and projects. 

 

I appreciate your patience and understanding while we look into this further. We will keep you updated on any developments and resolutions. 

TBBFinance
Level 1

Reminders List Doesn't Update After Successfully Taking Action on it

This issue is still not fixed.  I've opened several cases on this as far back as November (although I noticed this occuring in late summer 2023).   Reminders should go away after "edit and create".  Clicking "skip" to make them go away is not a solution and the recurring transaction list leaves the previous date "blank" which is misleading.   As this feature was working fine last summer it's obvious a change was deployed and not fully tested.   I do notice that recurring reminder for a Journal Entry does go away after using.  It's mainly with expense reminders that it's not working as expected.  

NinoNorth
QuickBooks Team

Reminders List Doesn't Update After Successfully Taking Action on it

I can see the urgency of getting this issue fixed so you can get the Recurring invoice reminders feature working again, TBBFinance.

The issue about "Recurring Invoice Reminders aren't Updating" is still ongoing or under review. Since you already contacted our support and were listed as one of the affected users, you'll receive an email once the issue has been resolved.

Moreover, you can check out this article if you need to process payments by credit card, debit, PayPal, or ACH bank transfer: Receive payments directly in QuickBooks.

For additional QuickBooks concerns, please feel free to comment below. I'll get back to help you in any way I can.

Fudge_Accounting
Level 2

Reminders List Doesn't Update After Successfully Taking Action on it

The frustration continues.  Still have to "skip" reminders after using them to get them to update to the next interval date in the recurring transaction list.  Why?

The history shows that TWO investigations have been opened.  INV-91805 and INV-97602.  Are they really both marked as closed and RESOLVED?  Please explain the resolution.

 

On 3/1/2024 I asked to be added to INV-97602 and Angelo confirmed "I was able to pull up the account and check the ongoing investigation. I will attached your email now to the INV-97602 and I will also create a case for your concern and attached it to the ongoing investigation as well so your name will be put to priority list.”  I have not received any updates.

Please provide an update and do not tell me the investigation is closed and resolved without explaining HOW it has been resolved.

RheaMaeH
QuickBooks Team

Reminders List Doesn't Update After Successfully Taking Action on it

Hello there, Fudge_Accounting.

 

I can see that you've already posted this concern here in the Community forum. You can go through the recommended resolution through this link: https://quickbooks.intuit.com/learn-support/en-us/banking/re-are-the-recurring-transactions-with-rem...

 

Please let me know if you need further assistance with this matter. The Community is always here to help you. Have a nice day.

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