Hi there, @DennistheBuilder.
Know that the reminder option is active and ready to use even for new users or those who recently upgraded to the QuickBooks Online (QBO) Advanced version. If you wish to send or set reminders for vendors inside the program, you'll want to create a workflow to tell QuickBooks when to send reminders and to whom. We'll gladly write down the steps to get you going:
- Select the Workflows menu or click the Gear icon and then choose Manage Workflows.
- Click the Templates tab.
- Find the template you want to use and select Create. Give the workflow a name or use the default name.
- In the Conditions section, select the conditions. This determines what activates reminders. Note: You can set multiple conditions for some workflows. To add more, select Add Condition. All conditions need to be met to start the workflow.
- In the Actions section, select the actions QuickBooks will take when the conditions are met. This determines what happens after the template activates.
- Select the Send email checkbox to send the reminders as emails. On some workflows, you can also select the Send Mobile Notification checkbox to send a push notification to a user through the QuickBooks Online Mobile App.
- Edit the message in the Subject and Message body sections as needed.
- The highlighted fields are variables. The variables populate the reminder message with your company or the customer info. To change the variable, enter #, then select the variable you want to use like vendor, name, due date, or amount. A reminder, erasing or overwriting the highlighted fields will affect all reminders.
- When you're done, select Save and Enable to turn on your workflow.
For further guidelines, please see this page: Use workflows in QuickBooks Online Advanced to send reminders.
On the other hand, here are some articles to help you keep track of everything you entered inside your company file:
Feel free to visit us so we can provide the details you need to address your queries in case you need assistance managing reminders or handling specific tasks inside QuickBooks. Keep safe!
