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Banking
Thanks for getting back to us, whyknotunwind.
Let me help you get back the recurring transaction reminders in QuickBooks Online (QBO).
Your recurring transaction might've ended or it has a different reminder interval. This is one of a couple of reasons why you aren't seeing reminders on your Dashboard. So, let's review your recurring template and make some changes if needed
- Click on the Gear icon, and choose Recurring Transactions.
- Look for the transaction.
- Hit on Edit.
- Check the End Date or Interval if it has already ended. Make necessary changes if you wish to continue the reminders.
- Tap on Save Template.
Moreover, you can get a list of all your recurring transactions and the accounts they're linked to in QuickBooks. Here's how to review your recurring transactions in QBO.
Additionally, I've attached this article that you can read for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. This link can walk you through the steps on how to add information to your invoice.
Please let me know if you need further assistance in handling reminders in QuickBooks. I'll be here to help with the process. Have a good one.