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Other Questions
I appreciate what you've done so far, Spidurman30.
In QuickBooks Online (QBO), the option to allow recurring transactions to show in the planner isn't available for now. Especially if checks that have not yet been recorded in QuickBooks.
With this, I recommend sending feedback to our product developers. This way, they can further review which parts of the program need enhancements and consider adding them to future updates.
Here's how:
- Go to the Gear icon, select Feedback.
- Enter your comments or product suggestions.
- Then select Next to submit feedback.
Once submitted, you can track your feature request through QBO Feature Requests website.
Furthermore, I'll add this article to help you review your accounts to ensure they match your bank and credit card statements: Reconcile an account in QBO.
I'll keep an eye out for your reply. If you have further questions about managing your planner or any QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.