Reminders List

Hi there, @PBB2023 

Thank you for reaching out. Upon checking, I've found out that the issue on the payment template you're facing is under investigation. And this is the reason why we're unable to save the payments. To be notified about the progress of the investigation, I suggest contacting the QuickBooks Online Support.

Here's how:

1. Sign in to your QuickBooks Online Company.
2. Then Select Help (?) 
3. Select either tab to get started:   

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still talk to the experts.
•  Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:

                     ● Start a chat with a support expert.

                     ● Get a callback from the next available expert.

                     ● Ask the community to get help from businesses like yours.

For more detailed steps, please refer to this article: QuickBooks Online Support.

In addition, these articles could be of interest to you when creating future recurring payments :

• Create a recurring transaction in QuickBooks Online
• Schedule recurring transactions created with a template in QuickBooks Online

If there's anything else that I can help you with, please do not hesitate to reach out. 

@Clark_B Maybe I wasn't clear.  The payment is saved after I create it from the Reminders List.  The template is not clearing from the Reminders List, so it looks like it still needs to be created.

I'm having the same problem, which is this: In the "Reminders List", I see the reminder; then 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 I fix this to make the "Reminders List" update?

@maidenphp  - It is still happening.  Created payments are still on the list after I edited and recorded

Hello, @maidenphp!

It seems you've posted a similar post to which my colleague has answered. Feel free to check his suggested resolution through this link: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-recurring-transactions-reminder... 

Please don't hesitate to reach out if you have more concerns about recurring transactions and reminders. I'd be glad to assist you.

@AnneMariee If you had read all of the posts, you would have realized the response from your colleague did  not address the problem.  The suggested resolution is of no help!!

@AnneMariee @maidenphp @Clark_B  The other issue happening with the Reminder's List is that when I have to manually clear a paid item off of the Reminder's List, the "previous date" does not update in the Recurring Transaction List.  I suppose this is happening because I have to "skip" the payment to clear the item from the Reminder's List.  My templates are listed by the next date due and the previous date is listed, but now all of my transaction dates are incorrect.

@AnneMariee @Clark_B I have sent Feedback numerous times and this issue is still happening.  Of course, when sending feedback, your customer never knows if the feedback is actually read.  This problem dates back to August.  I know this dates back to August, because the "previous date" on several of my recurring templates is August.  The previous date does not update when the item is "skipped" even though I have created it.  I have to skip the task to clear it out of the reminders list.  How many more months is it going to take to get the issue resolved?  Please help!!

@AnneMariee @Clark_B I have sent many feedbacks and nothing seems to work.  Created reminders are not clearing off the Reminders List, nor is the Previous Date being updated because I have to "skip" the use of the template to clear it off the Reminders List.  This has been happening since August.  Help!  Has there been any attempt at the resolution of this matter?

I regret to learn that you are still encountering challenges with your created reminder in QuickBooks, pbb2. Let me route you to the right support.  

In response to the reports we've been receiving regarding recurring reminder templates, an investigation was created (INV-95280). I recommend reaching out to our online team support so that they'll be able to add you as one of the affected users. In addition, you'll be able to get an update via email regarding to the status of the said issue.

Here's how:

1. In your QBO account, select Help (?). 
2. Choose the Search tab.
3. At the bottom of your screen, click Contact Us.  
4. Type your concern. Then click Continue. 
5. You may choose Callback, Appointment, or Chat as your way to connect with us. 
6. Kindly fill out the provided field such as your First name, Last name, Email address, and Phone number. 
7. Depending on what you choose as your way to connect with us, click Callback, Schedule appointment, or Chat. 

You may also want to learn more about the Support hours of QuickBooks.

Additionally, you can access this module to learn how to fix recurring transactions that failed to run in QuickBooks Online: Fix failed recurring transactions in QuickBooks Online. 

The comment section is always available whenever you have further information or concerns regarding reminders. 

@AnneMariee @IrizA @Clark_B Any idea when this issue might be fixed.  It stopped working in August.

Thanks for getting back to us, @pbb2. Let me chime-in on this conversation and give updates.

I can confirm that, in August, there were users who experienced issues with recurring templates failing to update to the next date after the reminder date had passed. This investigation (INV-95280) has recently reopened as users are experiencing the same problem. Although there's no specific date for a fix, please be assured that our product engineers are working diligently to fix the issue.

It would be best to be notified firsthand when the problem is resolved. Thus, I encourage contacting our support team to add you to the list of affected users.

  1. Go to Help (?) in your QuickBooks Online company.

  2. Select either of these tabs:

• Assistant tab and type Talk to a human.
• Search tab and click on Contact us to connect with a support expert.

  3. Choose how you want to reach us (phone or chat).

Feel free to check out this website to navigate resources about recurring templates or other QBO-related concerns: Self-help articles.

Thank you for your understanding as our product engineers work to resolve recurring templates issue. Feel free to reach us at any time by leaving a reply.

@AlverMarkT @IrizA @AnneMariee @Clark_B  This has not been working for almost a year and I have talked with customer support many times and sent feedback.  When is this going to be fixed?

@maidenphp Are you still having this issue?  I am and it is so frustrating

It's not what we want you to feel, @pbb2. I'll ensure to route you to the appropriate support to resolve your concern with the reminder list in QuickBooks Online (QBO).

I appreciate you taking the time to contact our customer support. However, the best approach we can take right now is reaching out to them again.

Here's how: 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT for Plus, Essentials, and Simple Start users. Advanced users can contact us anytime and any day.

That way, they'll be notified that you still encounter the same issue and to follow-up the concern. Also, there is no specific timeframe for when this will be resolved. Rest assured that our engineering team is doing their best to address this matter.

Additionally, you might want to visit this article and learn how to create templates for recurring transactions in QuickBooks Online Simple Start, Essentials, Plus, and Advanced: Create recurring transactions in QuickBooks Online.

If you have follow-up concerns about sending emails in QuickBooks, never hesitate to leave your comment below. I'll be around to provide further help. Have a good one.