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snsnate24
Level 1

Why do my reminders in recurring transactions never send me a notice or an email when the reminder requirements are met?

I have a reminder set up for the 1st of each month for a JE with no days in advance. I did not receive any notification , task or email on the 1st for the reminder. What do I have to do to get it to work?

1 Comment 1
NicoleAscencionS
QuickBooks Team

Why do my reminders in recurring transactions never send me a notice or an email when the reminder requirements are met?

Welcome to Community, @snsnate24.

 

I'm here to share insights about reminders on recurring transactions.

Once you create this on QuickBooks, this will only show in your Dashboard. QBO won't send you email notification about the reminder. This is why you didn't receive any notice from us.

However, you can view your reminders directly from your Task section. Here's how:

 

  1. Go to Dashboard in the Tasks section.
  2. Select Action.
  3. Click View Reminders.

 

You can select a reminder task, and then choose Action to review, edit, or create it.

 

Feel free to check this article about recurring transactions for further details.

 

Moreover, you can refer to this page if you want to edit a recurring template.

 

If you have additional concerns regarding recurring transactions, please don't hesitate to reach out. We're always here to assist you.

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