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Level 2

Unable to setup Payment Reminders in QBE Accountant 2020

Followed the directions at https://quickbooks.intuit.com/learn-support/en-us/manage-invoices/how-to-customize-and-manage-paymen... to try out Payment Reminders. I got as far as setting up the email template but QBooks didn't allow me to save. The error was "QuickBooks couldn't save one or more schedules. Try again." Now at a standstill on using this new feature. Attaching screenshot.

 

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Best answer June 23, 2020

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Level 2

Unable to setup Payment Reminders in QBE Accountant 2020

Never could get the chat to initiate once I had filled out the preliminary form, regardless of using a different browser, clearing cache, etc. Change ISP? Are you serious??? I'm done here. Your advertised functionality of setting up payment reminders doesn't work and that's that.

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QuickBooks Team

Unable to setup Payment Reminders in QBE Accountant 2020

Thanks for providing us a screenshot, @kjssdca.


There are times odd behavior occurs that causes Schedule payment reminders to become unresponsive.


You can try the repair tool to fix the error you’ve encountered. Please ensure to back up your company file so that we'll be able to restore your data if ever we run into problems.


Then follow these steps to start running the repair tool:

 

  1. Go to the Windows Start menu, then select Control Panel.
  2. Choose Programs and Features, then Uninstall a Program.
  3. Select QuickBooks from the list then click Uninstall/Change.
  4. Hit Continue or Next.
  5. Follow the proceeding prompts until you see Repair.
  6. Follow the on-screen instruction to complete the process.
  7. Click the Finish button, then restart your computer to complete the repair.

 

Let me also share this helpful article that contains topics for all your company's income and customers. You can select them each to learn more: Sales and customers


I'm here to ensure all features in QuickBooks works fine. Don’t hesitate to reach me again if you have other concerns moving forward. 

Highlighted
Level 2

Unable to setup Payment Reminders in QBE Accountant 2020

Thank you. I followed all your instructions, re-booted my computer and still receiving the error.

Highlighted
QuickBooks Team

Unable to setup Payment Reminders in QBE Accountant 2020

Thanks for getting back and letting me know, @kjssdca.


Since the resolution I’ve provided above doesn’t fix your issue, I recommend contacting our Technical Support team. 


With the help of their tools, they can check it further and can provide another resolution. They can also determine the root cause of this unexpected behavior. You can check our support hours of operation through this link so you can reach out to them at the time convenient to you: Support hours and types.


Then, you can follow these steps below:

 

  1. Go to the Help menu at the top.
  2. Select QuickBooks Desktop Help F1.
  3. Click Contact Us.

DT-contact.PNG

 

You can find me here if you have other queries or concerns with QuickBooks. Keep safe. 

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Level 2

Unable to setup Payment Reminders in QBE Accountant 2020

I click on the Contact Us button, but nothing comes up. Somehow, I get a link to:

  • Visit the QuickBooks support site to search in-depth support articles or get help from a QuickBooks support representative.

So I click on that, which opens up a browser window within QBE Desktop. It says "Call us" is closed (it's 11:55 am Pacific time on a weekday), the only option I can click on is "Start a Message," which I have now done twice. Filled out the chat initiation form (twice). When I hit Enter, it brings up a blank web page within the browser that never renders, so it's a dead end.

So - my conclusion is that this highly-touted, much-advertised feature doesn't really work.

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QuickBooks Team

Unable to setup Payment Reminders in QBE Accountant 2020

Hey there, kjssdca. The Community is here to help.
 

It sounds like you followed the steps provided by MadelynC perfectly and were able to submit a request to get in touch with an instant messaging chat agent.

I took a thorough look through our active investigations to see if there's any records of other users encountering this same situation. There was nothing current or that had already been resolved relating to a user getting blank web pages which never fully load correctly upon trying to contact Intuit through the Start messaging feature.
 

Since the Enterprise Accountant Edition you're using opens websites using the Internet Explorer app, I'd recommend beginning troubleshooting steps there. As temporary browsing files accumulate over time, they can sometimes cause issues with certain sites displaying correctly.

To rule out if this is what's behind the problem you're experiencing, you can run IE, clear your cached data and Intuit-specific cookies, then check back in your books by repeating the same Contact Support process as before to see if your results are any different.

If you continue bumping in to the same situation after clearing these items from your computer, I recommend proceeding with our other troubleshooting steps to assure Internet Explorer's settings are configured properly to work with QuickBooks Desktop.

If you have any questions, I'm just a post away. Have a great day!

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Level 2

Unable to setup Payment Reminders in QBE Accountant 2020

Did all the troubleshooting steps to reset my IE settings (trying to understand why a financial software would be using the least-secure browser around as it's default in-app browsing solution, but anyways. . .) I'm on a brand-new system, installed and configured in April, so my apps and everything are updated but I double checked anyways. Went back into Quickbooks - same issue: the contact us to chat page doesn't load. It shouldn't be this hard to get support on the product.

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QuickBooks Team

Unable to setup Payment Reminders in QBE Accountant 2020

I do appreciate your time for you to get in touch with us, kjssdca. 

 

We have an alternative way of connecting with our Customer Support Team. Let me show you how: 

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Click QuickBooks Desktop, and then Continue as a guest
  3. Select the QuickBooks Desktop version. 
  4. Click the Search for something else button and enter, set up payment reminders.
  5. Select Start a Message.

If there's anything else that you need help with, you can always post your question here. My colleagues and I are here to assist you. Take care!

Highlighted
Level 2

Unable to setup Payment Reminders in QBE Accountant 2020

Thanks for sending the direct link, which I just accessed with Chrome browser. Filled in the fields, now I'm looking at a blank page again. Attaching screenshot.

QuickBooks Team

Unable to setup Payment Reminders in QBE Accountant 2020

Hello there, @kjssdca.

 

To determine that this issue is not caused by computer securities, we can try accessing the link given by my colleague, Catherine_B through a different device and ISP. This way, you can successfully contact our Customer Care Team.

 

Once you're in, follow the steps above on how to connect with support. I also encourage checking support hours first, to ensure that we address your concerns on time.

 

Also, check this helpful article about income and customers: Sales and customers

 

Let me know if you have other questions about QuickBooks. I'll be right here to help you out.

Highlighted
Level 2

Unable to setup Payment Reminders in QBE Accountant 2020

Never could get the chat to initiate once I had filled out the preliminary form, regardless of using a different browser, clearing cache, etc. Change ISP? Are you serious??? I'm done here. Your advertised functionality of setting up payment reminders doesn't work and that's that.

View solution in original post

Highlighted
Level 1

Unable to setup Payment Reminders in QBE Accountant 2020

I don't get the "QuickBooks couldn't save one or more schedules.  Try again." error if I don't attempt to edit the default text for the subject and body of the email reminder.  Any time I try to create 2 or more reminders for the same mailing list and edit the default text, I get the error message.

 

Is there a way to change the default text for the email reminder to what we want?  If not, is there another way around this error? We don't need multiple mailing lists, we need multiple reminders at 60, 90, and 120 days past due sent to the same mailing list.

Highlighted
Level 1

Unable to setup Payment Reminders in QBE Accountant 2020

I only get the "QuickBooks couldn't save one or more schedules. Try again." error after clicking the save button when I manually change the subject or body text of the email template.  If I leave the default text, I'm able to create multiple reminders for the same mailing list.

 

Is there a way to change that default reminder email text in a different location within QuickBooks?  We don't need to create multiple mailing lists, we need the same mailing list with 60, 90, and 120 day reminders.

Highlighted
Level 1

Unable to setup Payment Reminders in QBE Accountant 2020

I am having this same problem with Quickbooks 2020: I receive the error "Quickbooks couldn't save one or more schedules. Try again" each time I try to save a reminder schedule (SEE ATTACHED SCREENSHOT). I upgraded to this Quickbooks version in March specifically for the convenience of automated past due reminders, and now I can't send ANY reminders. At least my old Quickbooks had the capability to send reminders manually. I have contacted technical support and they sent me info on verifying and repairing my company file by rebuilding the database and also running the File Doctor utility. Both utilities report no problems. There appears to be an issue with this version of Quickbooks, but I am not willing to pay tech support any money to sort it out. You folks need to re-think how you treat loyal customers. Please pass our unhappiness on to your management.

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