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patti5
Level 2

Somehow my reminders got turned off and don't show as a link on the dashboard anymore. Does anyone know how to turn it back on?

 
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Best answer June 27, 2020

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patti5
Level 2

Somehow my reminders got turned off and don't show as a link on the dashboard anymore. Does anyone know how to turn it back on?

No, that wasn't it at all.  There were many reminders on my list.  It is back now though...with all reminders intact.  It was gone for everyone in my company, and is now back for everyone.  Since we are using Online, and not Desktop, I am pretty sure it was something on the server end.

 

How do you get bills to show up as reminders on the list though?  The only thing that shows on our list are the recurring templates that we have created ourselves and set as reminder.  It would be nice if there was a way to get the bill that are due to show up too.  I'm pretty sure that they do in QB desktop version.

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6 Comments
KlentB
QuickBooks Team

Somehow my reminders got turned off and don't show as a link on the dashboard anymore. Does anyone know how to turn it back on?

Let me share some insights about how task reminders work on QuickBooks, patti5.

 

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 a pending work or set up that needs to be done. If you’re already done doing those, the list won’t show anything on your dashboard.

 

By the way, If you're using QuickBooks Online Advanced, we can use workflows to send reminders to your team to complete specific tasks, like reviewing open invoices. 

 

Feel free to insert a comment below if you have any other concerns or follow-up questions. Assistance is just a comment away.

patti5
Level 2

Somehow my reminders got turned off and don't show as a link on the dashboard anymore. Does anyone know how to turn it back on?

No, that wasn't it at all.  There were many reminders on my list.  It is back now though...with all reminders intact.  It was gone for everyone in my company, and is now back for everyone.  Since we are using Online, and not Desktop, I am pretty sure it was something on the server end.

 

How do you get bills to show up as reminders on the list though?  The only thing that shows on our list are the recurring templates that we have created ourselves and set as reminder.  It would be nice if there was a way to get the bill that are due to show up too.  I'm pretty sure that they do in QB desktop version.

View solution in original post

AileneA
QuickBooks Team

Somehow my reminders got turned off and don't show as a link on the dashboard anymore. Does anyone know how to turn it back on?

Hi there, @patti5

 

When creating a bill, you can use the reminder template to get an alert in QBO when the transaction is due. This feature gives you an option to set the date days before the transaction date and its interval. 

 

Here's how to set this up:

  1. Click the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Press the Reminder List button in the upper right-hand corner.
  4. Hit the New button in the upper right-hand corner.
  5. Select Bill as the type and click OK.
  6. Enter the Template name, select Reminder as the Type, and enter the number of days before the transaction date.
  7. Tap a Vendor (you can change this later when using the template to create the bill), enter the Interval, and the Start/End dates.
  8. Enter the details of the bill, and click Save template

 

reminder.PNG

 reminder1.PNG

 reminder2.PNG

 reminder3.PNG

 

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:

  1. From the Recurring Transactions list, find the template you created.
  2. Click the drop-down arrow below the ACTION column.
  3. Select Use.

 

You can also check this article o learn more about the templates for recurring transactions

 

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!

patti5
Level 2

Somehow my reminders got turned off and don't show as a link on the dashboard anymore. Does anyone know how to turn it back on?

I have reminders built to enter all of my recurring bills.  That wasn't what I was suggesting is missing from QB.  Bills are not usually due the day that they are entered - they are due on the due date, which is in the future.  Once you create the bill from the recurring template and update the bill information for that month, including the due date in the future (21 days from now for example), it doesn't automatically remind you when the bill is due.  On the other hand, QB Desktop does because there is a "Bills to Pay" section that is automatically added as a reminder when you create the bill from the memorized transaction.

 

What I am suggesting is that the dashboard would be more useful if there was an option to configure the Expenses section to show expenses for the year in paid and unpaid, as opposed to categorizing them by type.  That doesn't make any difference to me on the dashboard, but seeing that I had unpaid bills would.

Mark_R
QuickBooks Team

Somehow my reminders got turned off and don't show as a link on the dashboard anymore. Does anyone know how to turn it back on?

Hi there, @patti5.

 

At this time, there isn't an option to configure the Expenses section in the Dashboard to show the paid and unpaid bills. As a workaround, you can consider viewing them on the Expenses page.

 

Here's how:

 

  1. Click Expenses from the left panel.
  2. On the Expense Transactions page, click the Filter drop-down.
  3. Select Bill from the Type drop-down, then All statues in the Status drop-down.
  4. Choose the date range you want to show.
  5. Select the appropriate payee and category, then click Apply.

Once done, this will show you the bills that are paid and unpaid for the year.

 

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day and keep safe.

patti5
Level 2

Somehow my reminders got turned off and don't show as a link on the dashboard anymore. Does anyone know how to turn it back on?

Of course that IS how I find them now.  I am looking for it to be added to the dashboard.  I am not thrilled by the continued lack of functionality between QB Desktop and QB Online.

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