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Hi there, @llcfinance.
Let me share insights on how the recurring transactions for reminders works in QuickBooks Online (QBO).
Once your create a reminder, you'll have to manually reopen it and use it create a transaction. Here's how:
- Click the Gear icon and select Recurring transactions.
- Look for the reminder you've created, then click the ACTION drop-down list.
- Choose Use and review the transaction.
- When everything looks good, click Save and close.
Please take note that using a reminder won't automatically change the NEXT DATE. To update, you'll have to select Skip next date under the ACTION column.
For additional reference, you can check out this article: Create recurring transactions in QBO.
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.
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.
