Recurring Transactions for Bill Reminders

Hi there, @CFOPres. I'll share some details about your query so you can proceed to use the recurring transaction here in QuickBooks Online (QBO).

Before anything else, may I ask how you entered the bill reminders in your QBO account? This way, I'll able to fully understand your situation and provide you with a suitable resolution to your concern.

In QuickBooks Online, the recurring transaction feature is used to automate repetitive journal entries, set invoices to generate automatically for subscription-type customers, or automate the writing of a check or entering a bill. Utilizing this feature reduces mistakes and allows you to save time dealing with transactions in QBO.

Additionally, I've got you this article to help you review recurring transactions that you have in QBO: Review your recurring transactions in QuickBooks Online.

You can also check this page in case you'd like to modify your recurring template: Edit a recurring template.

@CFOPres, don't hesitate to get back to me if you have any additional details about this that you'd like to add. You can also post here again if you need further assistance performing specific tasks in QuickBooks. I'll make sure to help you out again. Take care, and have a good one.

The Bill Reminders are entered as a Recurring Bill with a Template Name that identifies them, as Type Reminder, various Remind days before transaction date (usually 5), usually Monthly interval on the ?? of every 1 month(s) and with a start date of the first time it will be due.

The only way I know they are coming due is to come back to Recurring Transactions and look at the template.  Then I Use it to create the bill.  Then I must Skip Next Date from the drop down or it continues to show the same Next Date forever.  It really doesn't remind me at all (doesn't become a Task or anything anywhere else).

Thanks for getting back, @CFOPres.

Let me join in this conversation and share more info about the reminder function in QuickBooks Online (QBO). 

This feature is mainly used for creating a schedule to remind you to create transactions. They aren't sent until you decide to record and send them. Once you get the reminder, you can find it on the Dashboard in Tasks. Just select Action and then click View Reminders. 

Please take note these won't pop up on your QBO main screen once they are due. Thus, you have to manually check them on the Reminders window. 

If you have any suggestions in mind, you can send a feedback request. Our developers can review them and help them decide on which part they need to adjust or develop in upcoming updates. That way, we can improve your experience in QuickBooks. 

Here's how:

1. Select the Gear icon at the top, then click Feedback.
2. Enter your comments or product suggestions and select Next to submit feedback.

You can track feature requests through the QuickBooks Online Feature Requests website.

In case you're using QBO Advanced, you can set up workflows to send reminders to your customers or your team. You set the conditions to tell QuickBooks when to send reminders and to whom.

Please let me know if you have further questions about setting up reminders in QuickBooks. Just add them on this thread and I'll get back to you. Have a good one.