Manage Customers and income

Thanks for reaching out, Rachael.

In the updated QuickBooks Online (QBO) interface, recurring template reminders are no longer displayed directly on the Dashboard as they were in the previous version. Instead, they are now conveniently located in the Tasks section, which has become the central hub for managing reminders, approvals, and pending tasks.

For a detailed walkthrough, here's how to access and manage them:

1. Click the Task icon located in the top-right portion of your QBO dashboard.
2. Look for the specific recurring transaction reminder you want to approve.
3. Click the Approve button to process the transaction.

Should you have any further questions or need additional assistance, please don't hesitate to reach out. We're always here to help you get the most out of QuickBooks.