There is so much in QBO that completely mystifies me... and support is more than useless. They are a time sinkhole where you have to teach them what QBO is and how to use it. Not once has the person in support even known what I am talking about.
I used Desktop for ages and I am new to QBO... and completely underwhelmed by how bad it is at nearly everything. Some of that is growing pains... but a lot is just 80% of functionality implemented by Intuit.
Today's problem is Recurring Transactions... do they actually work for anyone. I know a moderator will get on here and point me to the online articles about Recurring Transactions... please don't. Those articles assume the software works, or reference features that no longer exist. The articles are of no help whatsoever.
Let's take a prepaid expense. I p[ay for insurance today for $1200 as a prepaid expense. Now, I need to enter a transaction every month for $100 to actually put the expense in the correct month. Basic accounting.
This is easy to do: setup a recurring transaction to remind me every month to enter the $0 bill (delete $100 from prepaid expenses, increase $100 in Insurance expense). This works perfectly in QBDT. Just set it up and you get a notification every time you login that some items are due.
QBO never reminds you of ANYTHING... you must always go searching for it.
I don't want QBO to SCHEDULE the transaction and enter it automatically -- because (a) I don't trust QBO to do anything, it will do it wrong and (b) I want to updated the memo each month to document it clearly.
If I got to Recurring Transactions and USE the template... it works... but the date of the NEXT occurrence never updates. It just stays the same and I have to re-write the template to have it start next month.
How can I get QBO to actually be helpful and keep track of these things, let me know what needs attention and automatically update to remind me next month?
THe scream you here will be me responding to QBO support answering this question by linking to a useless online article about recurring transactions that is neither accurate nor helpful.
