MariaSoledadG
QuickBooks Team

Banking

Let me share some updates about this reminder issue, StewHard.

 

I can see the importance of QuickBooks being able to work the way it was before. We have an ongoing issue with recurring reminder templates next date not updating. We've identified this investigation as INV-91805. Our engineers are already working to get this fixed as soon as possible. While we don't have a temporary workaround at the moment, I recommend reaching out to our support team so they can add you to the list of affected users. 

 

Additionally, once these recurring transactions are paid, QuickBooks downloads them automatically. Learn how QuickBooks categorizes each transaction. Check out this article for more details: Categorize Online Bank Transactions In QuickBooks Online.

 

Please touch base with us here if you have further questions about the reminder list. We're always here to help you any time of the day.