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Lds
Level 3

I have set up my gmail account with QB intuit so Invoices are sent through my gmail address How do I set up reminder Invoices to be sent through my gmail account as well?

 
3 Comments
Nick_M
QuickBooks Team

I have set up my gmail account with QB intuit so Invoices are sent through my gmail address How do I set up reminder Invoices to be sent through my gmail account as well?

Hello, Lds. 

 

Thanks for taking the time to post in the QuickBooks Community. QuickBooks Online has an awesome feature called Routines, This lets you send automatic reminders for yourself or even your customers. First you have to activate it, then set it up, here's how. 

 

Activate:

  1. Click the Gear icon. 
  2. Click click QuickBooks Labs
  3. Routines for QuickBooks.
  4. Done

Set it up:

  1. Gear icon. 
  2. Hit the Manage Routines under Tools
  3. In the Remind yourself or customers about their past due invoices section, click, Try it out
  4. Enter the information needed. 

Hit Save and enable



If you have any other questions or concerns, feel free to post down below. Thank you again for stopping by and have a nice afternoon. 

Lds
Level 3

I have set up my gmail account with QB intuit so Invoices are sent through my gmail address How do I set up reminder Invoices to be sent through my gmail account as well?

Thank you for the reply but this didn’t answer my question. I do not want automatic reminders. I want to know if I link my Gmail address to QB online, to be able to send Reminder Invoices? I have linked my Gmail address to QB online, to send Invoices already.

MirriamM
Moderator

I have set up my gmail account with QB intuit so Invoices are sent through my gmail address How do I set up reminder Invoices to be sent through my gmail account as well?

Hello again, @Lds.

 

You can send manual invoice reminders instead of automatic reminders and enter your Gmail address manually by using either Cc or Bcc.

 

Here's how:

  1. In the left menu, click Sales
  2. Go to the Invoices tab.
  3. Locate the invoice you'd like to send a reminder.
  4. From the Receive Payment dropdown, pick Send reminder.
  5. Hit Cc/Bcc link and enter your Gmail address.
  6. Customize your message.
  7. Once done, tap Send

To learn more about this process, take a look at this article: Automate invoice reminders in QuickBooks Online.

 

Moreover, I don’t like to leave you empty-handed, you'll want to visit our Community Help Articles hub in case you need some related articles in managing your account.

 

If you have further questions about your concern, reach back out to me by commenting below. I'll be more than happy to answer it for you. Have a great day!

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