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

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Replying to:
Jayson_E
QuickBooks Team

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I hear your sentiments about the Reminder pop-ups, JohnnykT. As QuickBooks Desktop (QBDT) and QuickBooks Online (QBO) are different platforms, some features, like the Reminders pop-up, function differently. Let me provide additional insights regarding this matter.

 

In QBDT, reminders pop up daily to notify users of overdue invoices, upcoming recurring transactions, and other tasks. While QBO doesn't provide an identical pop-up feature, it offers the Tasks feature to track important items by organizing them into sections such as overdue, today, and upcoming.

 

Recurring transactions not appearing under Tasks might be caused by a damaged template. Deleting and recreating the recurring transactions, while selecting the "Reminder" type during setup, could resolve this and ensure they appear in the Tasks menu.

 

You can view your recurring transactions and their due dates by pulling up the Recurring Template List report. Here's how:

 

  1. Go to the Transactions menu
  2. Click the Recurring transactions tab.
  3. Under the Reminder List drop-down, select Run Report.
    image - 2025-02-14T084227.403.png

 

Since the pop-up reminders for the recurring transactions that are due are unavailable, we encourage you to send your valuable feedback to our product engineers. The feedback that you submit is reviewed thoroughly by our developers.

 

Here's how:

 

  1. Navigate to the Gear Icon.
  2. Click Feedback.
  3. Enter your comments and suggestions.

 

Lastly, the transactions will show in the reminder list if the system reminds you about it from the reminders tab under the Dashboard.

 

Additionally, you can refer to this article to fix recurring transactions that failed to run in QBO: Fix failed recurring transactions in QuickBooks Online.

 

Please know you can rely on the Community team whenever you have further help with questions about the reminder feature and managing recurring transactions in QBO. We'll be happy to provide support. Stay safe!

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