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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
MorganB
Content Leader

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Thanks for joining us here in the Community, JohnnykT.

 

I'm happy to provide some info about reminders in your QuickBooks Online account.

 

In QuickBooks Online Advanced, you can add tasks so your team always knows what work needs to get done and when. Some features, like invoice approval workflows, automatically create and assign tasks. You can create custom tasks for anything, even related work outside of QuickBooks. Here's how to create a custom task:

 

1. Go to the Tasks menu.
2. Select Add task.
3. Enter a title and set the due date.
4. In the Assigned dropdown, select the task owner. Note: The user needs to have admin access.
5. In the Notes field, enter a description. These are the instructions for the task.
6. Optionally search and attach QuickBooks Online transactions (Bills, Invoice) to the Records section, and documents to the Document section.
7. Then select Save.

 

The following article provides additional info about adding and reviewing tasks for your team in QuickBooks Online Advanced.

 

If you'd like to see other options to setup reminders in your account I recommend submitting feedback for the Product Development Team. Submitting feedback is the best way to make your requests known as many of these submissions are used for product updates and feature releases. This can be done directly through your account by clicking the Gear icon and then select Feedback.

 

Please don't hesitate to drop a comment below if you have any other questions. I'll be here to lend a hand.

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