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ori2
Level 1

Where did the "manage routines" option go? The emails are still sending out, but I don't have access to manage them anymore.

 
8 Comments 8
RaymondJayO
Moderator

Where did the "manage routines" option go? The emails are still sending out, but I don't have access to manage them anymore.

Thanks for posting in the Community, @ori2

 

The Manage Routines option has been moved to the Advanced versions and named as Workflows. It ended last January 9, so this is the reason you're unable to access it anymore. For more information, check out this article: How To Automate Tasks With Routines

 

To continue using this feature, you'll want to change your plan to Advanced. I'd first suggest visiting this website: QuickBooks Online (QBO) Plans. This link lets you view the comparison and pricing chart between the online versions of QuickBooks. When you're ready, you can upgrade your subscription

 

Once done, choose one of our templates and create a workflow that suits best to your needs. You can also enable, disable, edit, or delete a workflow from the Manage Workflows menu. To learn more about this process, go through this article: Workflows Overview

 

You can count me in you need anything else. Take care always, @ori2

ori2
Level 1

Where did the "manage routines" option go? The emails are still sending out, but I don't have access to manage them anymore.

I was able to set it up when it was in beta. Now it’s running, but I don’t have access to change it or turn it off without upgrading my account? And that change was made without directly notifying me?

Angelyn_T
QuickBooks Team

Where did the "manage routines" option go? The emails are still sending out, but I don't have access to manage them anymore.

Hello, @ori2.

 

Routines beta have graduated into a full-fledged featured offered in QuickBooks Advanced called Workflows, it has been removed from QuickBooks last January 9, 2020. This is the reason why you aren't able to access it on your QuickBooks account.

 

The users must have received notification about the changes made with this feature. I'll be taking note of this information and send feedback to our engineers regarding the experience you had.

 

To stay updated with the latest Quickbooks news and updates, you can always check out our blog.

 

Leave a comment below if you have any other questions. I'm always here to help. Have a good day!

ori2
Level 1

Where did the "manage routines" option go? The emails are still sending out, but I don't have access to manage them anymore.

This is a problem that QuickBooks created when this feature “graduated.” What do you recommend I do? Upgrade my account to modify a feature that I no longer have access to?

JonpriL
Moderator

Where did the "manage routines" option go? The emails are still sending out, but I don't have access to manage them anymore.

I wish I could make it better, @ori2.

 

I want you to know that this isn't the experience we want you to feel since it has been made helpful in running your business. Routines have been made available only with the QuickBooks Online Advanced subscription.

 

If you wish to proceed in using Workflows, here's an article for the detailed steps in upgrading your subscription: Upgrade your QuickBooks Online subscription.

 

I've also included this helpful article in case you wanted to update your billing and subscription information: Update your billing and subscription info.

 

Let me know in the comment section down below if you have any other concerns. I'll be always around ready to lend a helping hand.

Snowdenfarm
Level 3

Where did the "manage routines" option go? The emails are still sending out, but I don't have access to manage them anymore.

Are you sure it is Routines that is sending the emails?  Invoice reminder emails are created under Settings and Account/Sales/Messages.

Snowdenfarm
Level 3

Where did the "manage routines" option go? The emails are still sending out, but I don't have access to manage them anymore.

I am having a problem with this as well.  I set up a payment receipt email routine.  I need to either delete it or change the cc on it.  The payment receipts are still going out and I have no way to edit them or stop it entirely.

 

Edited:  Or, are the payment receipt emails being sent by Intuit Payment Network since the customers paid online?  

Jen_D
Moderator

Where did the "manage routines" option go? The emails are still sending out, but I don't have access to manage them anymore.

I appreciate your time reaching out to us about your routines, @Snowdenfarm,

 

The beta version of Routines has finally became a full-pledge feature which is available for QuickBooks Online Advanced subscriptions. This is the reason why you're unable to access them in your account.

 

To disable recurring notifications from the tasks setup in the Routines page, I recommend contacting our Support Team.

 

  1. Go to the Help menu then select Contact us.
  2. Enter the keyword Routines in the What can we help you with? box.
  3. On the next screen, scroll down to the Choose a way to connect with us section.
  4. Choose Message an agent to initiate a discussion with a live agent or Get a callback.
  5. When using the messaging option, a small discussion box will appear at the bottom right section of your monitor. An agent will be with you after filling in the information. 
     

There are also times when an automated email is sent once you set up a recurring payments in QuickBooks. To turn it off, follow the steps below: 

 

  1. Go to cogwheel icon ⚙ and select Recurring Transactions.
  2. Find the recurring payment or sales receipt.
  3. To stop sending notifications to your customer when you process their payments, unmark the Automatically send emails box.
  4. Hit Save template.

To edit the credit card information on recurring payments, simply click on the card information on the template then click Edit.

 

If you don't have the option to edit the credit card details, contact our Payments Support for help.

 

Also, if you set up the payment directly in the Merchant Service Center, here's how to delete a recurring payment:

 

  1. Go to the Processing Tools menu and select Manage Recurring Payments.
  2. Find the template on the list.
  3. Click the Status drop-down then choose Delete.
  4. To recreate it, go back to Processing Tools and then choose Create a Recurring Payment.

Get to know more about the scheduled payments in QBO by checking out these Community links:

 

Let me know if you have other questions about this or need help with other things in QuickBooks. I'm always here to help. Have a nice day!

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