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Replying to:
jamespaul
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Hello, pbb2.

 

I appreciate your time in doing the steps given by my colleague. Personally, it is indeed frustrating that a feature in a software suddenly stops working properly. 

 

So, I'd like to take this moment to address the missing reminders, and point us to the right direction to fix this. 

 

The support person might've already discussed this with you but recurring transactions are usually scheduled to be created or appear between 12:00 AM and 5:00 AM, depending on your time zone and the volume. High transaction volume may be create a little bit later in the day. 

 

Since those reminders aren't showing up at all, we would want to investigate the root cause of this. We'd like to take a closer look on what's preventing the recurring transaction reminders to appear on your Dashboard

 

I see that you've already reach out to our support. So, I'd recommend giving them another shot and have them look at the issue again. We can re-open or check your previous case with us. 

 

In case you don't have the phone number handy again, here's how you can reach them: 

 

  1. Click the Help icon on the top right corner of the screen.
  2. On the pop-up panel, go to the Search tab.
  3. Click the Contact Us button on the bottom part.
  4. In the box, we'll want to enter "recurring reminder template not working."
  5. Proceed with Continue, then choose how you want to reach us.

 

In case you need some more details about recurring transactions, I'll link this article here: Create recurring transactions in QuickBooks Online

 

After fixing the issue with our support, do you need to run some receivable or other financial reports? There are a variety of reports we can run in QuickBooks. Check this guide out if you need to familiarize yourself with them: Run reports in QuickBooks Online

 

Let me know if you have more questions about creating recurring transactions within QuickBooks. If you'd like to take care of other things like expenses and taxes, add the details to your reply. I'm here to help. 

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