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jackjackson1977
Level 2

Can I remove the reminders QB Do not want QB to do reminders at all.

I do not want the Reminders at all in my QB online. How can it be removed?

1 Comment 1
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QuickBooks Team
QuickBooks Team

Can I remove the reminders QB Do not want QB to do reminders at all.

We've got you covered on how to turn off reminders in QuickBooks Online (QBO), jackjackson1977. Let us guide you through the process.

 

If you are referring to turning off the Automatic invoice reminders feature, we can go to the Reminders section. Then, turn off the Automatic invoice reminders to stop reminding your clients about invoice due dates. Here's how:

 

  1. Click the Gear icon on the top menu and select Account and settings.
  2. Choose the Sales tab.
  3. In the Reminders section, click the pencil icon ✎.
  4. Tap the Automatic invoice reminders to turn it off.
  5. Press Save and then Done.

 

You can send invoice reminders manually instead of setting up automatic reminders. This article provides further details and explains how to do so: Send invoice reminders automatically or manually in QuickBooks Online.

 

If you're using QuickBooks Online Advanced, we can go to your Workflows to disable this payment-due reminder. Here's how: 

 

  1. Go to the Gear icon (⚙) and select Manage workflows.
  2. Proceed to the My Workflows tab.
  3. Click the Edit drop-down under the Actions column of the Payment due reminder that you're trying to disable.
  4. Press Disable.

 

You can check out this article for more details about using automated workflows in QuickBooks Online Advanced to help keep you and your customers on task: Use workflows to automate your business processes for QuickBooks Online Advanced or Intuit Enterpris....

 

By following these steps, you should be able to remove or reduce the number of reminders, helping you maintain a cleaner and more focused workspace in the program.

 

Moreover, visit this article to see steps on how you can edit or delete an invoice payment and group multiple payments together into a single deposit: Record invoice payments in QuickBooks Online.

 

We are just one post away if there's anything else you need help with invoice reminders or any QuickBooks-related concerns. You have a good one, jackjackson1977.

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