Banking

Hi there, @patti5. 

When creating a bill, you can use the reminder template to get an alert in QBO when the transaction is due. This feature gives you an option to set the date days before the transaction date and its interval. 

Here's how to set this up:

1. Click the Gear icon.
2. Under Lists, select Recurring Transactions.
3. Press the Reminder List button in the upper right-hand corner.
4. Hit the New button in the upper right-hand corner.
5. Select Bill as the type and click OK.
6. Enter the Template name, select Reminder as the Type, and enter the number of days before the transaction date.
7. Tap a Vendor (you can change this later when using the template to create the bill), enter the Interval, and the Start/End dates.
8. Enter the details of the bill, and click Save template. 

They will be displayed in the Task section on the homepage (Dashboard). If you decide to create the transactions, you can just click the reminder and make any necessary changes if needed before sending them to vendors/customers. 

Here's how to use the template to create a bill:

1. From the Recurring Transactions list, find the template you created.
2. Click the drop-down arrow below the ACTION column.
3. Select Use.

You can also check this article o learn more about the templates for recurring transactions. 

Please let me know if you have any other issues or concerns in the comment section below, and I'll get back to you as soon as possible. Have a good one!