Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
DebSheenD
QuickBooks Team

Reply to message

Hello, DLPhillips68.

 

Thank you for dropping by here in the Community. I can help you set automatic invoice reminders in QuickBooks Desktop (QBDT).

 

Yes, you can set up the automated payment Reminders feature in QBDT. This enables you to keep track of your customers' open invoices.

 

Here's how:

  1. Choose Edit at the top menu bar.
  2. Click on Preferences.
  3. Tap Company Preferences.
  4. Hit Reminders, from there you can select your desired option.
  5. Press OK

 

Once done, you can now create a schedule for when you email your customers. You can refer to this article for more detailed steps: How to schedule payment reminders. 


Additionally, you can set up memorized transactions on QuickBooks Desktop. This allows the system to automatically enter your memorized transactions to save time.

 

Please let us know if you need more assistance with managing invoices in QBDT. Keep safe.

Need to get in touch?

Contact us