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Let me provide you with some information on how task reminders function within QuickBooks, Greenie1.
The Tasks list provides important reminders of when various tasks need to be done (pay taxes or file forms). It will only show when you have pending work or setup that needs to be done. If you’ve already done doing those, the list won’t show anything on your dashboard.
Additionally, you can use the reminder template to get an alert in QuickBooks Online (QBO) when the transaction is due. This feature allows you to set the date days before the transaction date and its interval. I'll guide you on how to do it.
- Go to the Gear icon.
- Under Lists, select Recurring transactions.
- Press the Reminder List drop-down in the upper right-hand corner.
- Hit the New button in the upper right-hand corner.
- Choose the Transaction Type from the drop-down arrow.
- Put the Template name, select Reminder as the Type, and enter the number of days before the transaction date.
- Tap a Vendor (you can change this later when using the template to create the bill), and enter the Interval and Start/End dates.
- Enter the details of the bill, and click Save template.
They will be displayed in the Task section on the homepage (Dashboard). If you decide to create the transactions, you can just click the reminder and make any necessary changes if needed before sending them to vendors/customers.
Here's how to use the template to create a bill:
- From the Recurring Transactions list, find the template you created.
- Click the drop-down arrow below the ACTION column.
- Select Use.
You can also check this article to learn more about the templates for recurring transactions. It'll show you how to set up and make the most of regular templates.
Moreover, If you're using QuickBooks Online Advanced, we can use workflows to send reminders to your team members to complete tasks like reviewing open invoices.
Please let me know if you have any other issues or concerns in the comment section below, and I'll get back to you as soon as possible. Have a good one!