Other questions

I recognize how vital it is to set up your reminder in QuickBooks, LD76. I'm here to assist you.

We can set up a reminder in QuickBooks Online using the Recurring Transactions option. This feature helps set the date before the transaction's due and interval.

Here's how:

1. Go to the Gear icon and then select Recurring Transactions.
2. From the Recurring Transactions screen, click New.
3. Select the Transaction type and then click OK.
4. Enter the Template name, select Reminder as the Type, and enter the number of days before the transaction date.
5. Choose a vendor or customer.
6. Enter the Interval and the Start/End dates.
7. Add the details of the reminder.
8. Click Save template.

To know more about how this feature works in QuickBooks Online, you can check out this article: Create Recurring Transactions.

If you'd like to send reminders to your customers, I'd recommend browsing this article for the detailed instructions: Send Invoice Reminders Automatically or Manually.

Additionally, I've included these articles that'll help you edit and manage your reminder template in QuickBooks Online:

• Edit a Recurring Template
• Create the Same Invoice for Multiple Customers

Please get back to me if you have any other questions about setting up reminders in QuickBooks, LD76. I want to make sure you're taken care of. I'll be here to keep helping.