Other questions

Thanks for joining the thread, @kpgrace. 

Let me share with you how do recurring transactions work in QuickBooks Online (QBO). 

Once you use this feature, you'll have the option to create templates for recurring transactions. The way it works depends on the type of template you're using when setting it up.

You can check out this article to view more details about its types and function: Different types of recurring template in QBO and its uses. 

In addition, the reminders won't pop up on the QBO Home screen once the template recurs. How this feature works is slightly different with QuickBooks Desktop. 

However, you can list of reminders in the View reminders section. All you have to do is to go to the Task menu and select View reminders. Using this will help you decide which ones to create or edit.

You can also check out these article as additional resources when creating or editing the recurring templates:

• Create a recurring transaction for all or several customers
• Create a recurring invoice dated in the future, but completed at an earlier date
• Set up automatic or recurring statements for customers
• Edit recurring templates

In case you have more questions or concerns in setting up recurring transactions in QuickBooks, don't hesitate to visit us again. We are always ready to provide you additional assistance. Stay safe.