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progressivefores
Level 1

How to I create a notification for myself for bill payment in QB Online Essentials

 
2 Comments 2
Tori B
QuickBooks Team

How to I create a notification for myself for bill payment in QB Online Essentials

Hi there, @progressivefores

 

Thanks for taking the time to reach out to the QuickBooks Community for support. I hope you're enjoying the day so far. 

 

In QuickBooks Online, you can set up a bill reminder using our bill reminder template. This way, you can receive an alert when a transaction becomes due. I've included some steps to set up the bill reminder template below. 

 

  1. Click the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Click the Reminder List button in the upper right-hand corner.
  4. Click 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. Select 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.
  9. Click Save template.

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 questions or concerns about this process. Take care! 

 

 

Fiat Lux - ASIA
Level 15

How to I create a notification for myself for bill payment in QB Online Essentials

@progressivefores 

Another option, consider opening a separate Melio account for free to integrate with your QBO and manage your bill payments with more features.

https://melio.grsm.io/quickbooks

 

 

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